Dai Eveleigh is a Senior Financial Adviser with bdhSterling, heading up our New Zealand operations based in the Christchurch office. Dai is a qualified Certified Financial Planner with more than 16 years’ experience in England and New Zealand.
He completed the Financial Planning Certificate qualification in London and worked for The Woolwich, which is a division of the Barclays Bank Group, advising and building investment portfolios for clients. Adding to his comprehensive investment advisory background, Dai completed the Diploma in Business Studies with Massey University and was awarded the Certified Financial Planning (CFP) designation in 2009.
A member of the financial planning industry professional body, the Institute of Financial Advisers (IFA), Dai takes an active role in the development of the advisory profession. He recently completed 10 years of service for the IFA Canterbury branch and was awarded the President’s Award for services to the Institute. As a financial adviser, Dai’s philosophy is to assist clients with their individual goals; regularly monitoring investment portfolios and reviewing financial plans to enable the client’s peace of mind.
Away from the office, Dai enjoys spending time with his family and during summer months is often found enjoying the outdoors on his motor bike or at one of the many camp grounds in the South Island.
Qualifications: Diploma in Business Studies Massey University
Memberships: Institute of Financial Advisers (IFA)