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Rebecca Sergent

MD Financial Limited

FMA Licensed Adviser

About

Rebecca Sergent is a Financial Adviser and Director at MD Financial Limited, where she works on retirement planning, KiwiSaver and Personal Risk insurance matters. She holds a Bachelor of Commerce in Accounting and Finance from the University of Otago and a New Zealand Certificate in Financial Services (Level 5) from Open Polytechnic of New Zealand. She has worked in financial advisory roles since 2016, including previous positions as a Senior Wealth Adviser at NZ Funds.

FSP Number

FSP742371

Specialisations

InvestmentKiwisaverRetirementInsurance

Regions

Christchurch

Get in touch

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