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Caro Guerra

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Caro heads MyFiduciary’s compliance programme and also is responsible for Fi360 Pacific’s membership services.

Her role includes ensuring client on boarding and advice is compliant with MyFiduciary’s regulatory obligations, managing our online continuing education and resources, curating and developing e-learning content, and AIF® support for members in New Zealand, Australia and the Pacific.

She also assists Principals with research and analysis. Caro has previously worked as a statistician in the Economics Department of the OECD in Paris and as a Policy Analyst for MBIE, where she was involved in the select committee process for the implementation of the Employment Relations Act (2000).

​She has a Bachelor of Arts in Economics, from the University of the Witswatersrand (South Africa) and Master of Economics (University of Auckland) and holds the AIF® designation.  

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  • Home
  • Who We Are
    • Our Team
    • Partners
  • What We Do
    • Training
    • Assessments
  • Fiduciaries
    • Prudent Practices
  • Perspectives
  • Accreditations
    • AIF Designee Search
    • Logos for your Marketing
  • Contact
    • Calendar
  • Login
    • Designation Renewal