Andrew Kelleher

Andrew has worked in the financial markets for over 20 years starting as a money market trader for ASB Bank Treasury in 1987. By 2000 he held the position of Senior Manager - Risk. He assisted with the development of ASB Securities and of financial services to financial intermediaries. Andrew also had responsibility for the ASB Bank Private Portfolio Service (the ASB high net worth investment service).

In 2004 he pursued an independent career, consulting to the ASB Group and other financial organisations but returned to ASB Securities to act as Managing Principal and Managing Director in 2006. He subsequently returned to his role as a consultant and contractor to the financial advisory sector. Andrew joined JMIS as a shareholder and director in 2008.

Andrew is an Authorised Financial Adviser (AFA). His registration number is FSP25221.

Specialist Expertise

• Fixed Interest
• UK Investment Trusts
• Share Broking

Qualifications

1984 - University of Auckland - Bachelor of Arts
1988 - Macquarie University - Dealing Course
1989 - Massey University - Diploma in Banking Studies-Special Topic
1998 - University of Auckland - Exec Programme-Risk Management
2001 - Massey University - Post Grad Dip in Banking Studies 2 papers
2007 - NZX Diploma
2011 - Open Polytechnic - National Certificate in Financial Services (Financial Advice) (Level 5) or equivalent

Professional Memberships

NZX Exchange - Full NZX Broker