managing director (fsp46741)
My role is to support our advisers, providing tailored advice that meets the unique needs of our clients.
I have a Bachelor of Management Studies (Accounting) and completed the Level 5 Certificate in Financial Services (Investment) in February 2022. I am a Chartered Accountant, an ex-auditor and also an Affiliated Facilitator for Te Ara Ahunga Ora Retirement Commission. Joining the phwealth team is an exciting opportunity to bring together my diverse range of skills, and I look forward to meeting and journeying alongside you, our phwealth clients.
When not at work, I enjoy performing as part of a 90-strong contemporary mixed voice choir, The Vocal Collective; supporting and watching my two teenagers as they perform on stage in musical theatre; and appreciating a wine flight with my husband Ekant, usually after a brisk walk around our beautiful city.
In case you’re wondering, my name is a combination of my two grandmothers, Una and Patricia, and is pronounced “You-nee-sha”.
Nāku te rourou, nāu te rourou, ka ora ai te iwi (with your basket and my basket, we will sustain the people).