Jill’s responsibilities within fi360 Pacific and MyFiduciary include client governance and performance reporting, fund data collation and analysis, policy and contract document design and editing, and training course formulation.
Her background includes a number of years in client investment policy development for an investment advisory business, and trainer and ‘help desk’ for advisors utilising a Monte Carlo investment simulation tool in New Zealand.
Jill graduated from Auckland University in Property Valuation and holds the AIFA® designation. She was a registered Urban Valuer with valuation and property consultancy experience in both Government and private practice in Whangarei, Christchurch and Auckland.
She was privileged to be a fulltime Mum for several years and at the secondary school their 4 children attended served 5 years as Chair of the Board of Trustees.
When time permits Jill rides her horse, plays tennis, runs trails, cycles, tramps in the wonderful New Zealand wilderness and likes to read.