Peak Portfolio Management Limited was established in 2003 to offer financial planning and portfolio management to residents of New Zealand. It is a sole practitioner business run by Shelley Hanna.
Shelley Hanna AFA CFPCM
Shelley has a multi-national background, having lived and worked in South Africa, the United Kingdom and New Zealand. She holds a BA degree from the University of Cape Town and a Post Graduate Diploma in Education. She worked as a high school teacher for several years before emigrating to New Zealand.
In 1993 Shelley joined a financial planning company in Dunedin and commenced extra mural study for a Diploma in Business Studies (Personal Financial Planning) through Massey University. In 1996 she was awarded the FPG/Westpac Study Progress Award for her excellent results. In 1998 she moved to Hawkes Bay with her husband and two children, and joined the Napier office of a national financial planning group. She is an Authorised Financial Adviser under Section 55 of the Financial Advisers Act 2008 to provide financial advice and investment planning services. Shelley's Financial Services Provider Register Number is FSP12241.
Shelley is a member of Financial Advice NZ. She attends regular conferences and industry events to keep up with the changing legal and regulatory environment. She writes a weekly KiwiSaver column for NZME newspapers. She has attained the Trusted Adviser status with Financial Advice NZ.
Shelley is active in the Hawkes Bay community. She has completed the Budget Adviser Introductory Course through the NZ Federation of Family Budgeting Services. From 2013 until 2021 she served on the Executive Board of BudgetFirst in Hastings.
Working from home, Shelley meets with her clients in their homes or in her quiet office on the family orchard on Longlands Road in Hastings.