Know Us Better!
Jim Sandford, Education Consultant and Financial Adviser.
In the early 1990s I established and registered my own PTE and ran this successfully for over 14 years. Following this with various management positions in PTEs I developed a deep understanding of NZQA regulatory, registration and EER requirements. Since setting up my own consultancy I have helped several PTEs in their preparations for their EERs, each one successfully attaining a Category 1 status and excellence in both Educational Achievement and Self-Assessment.
In 2017 I trained and became Registered as a Financial Adviser, and am now on a mission to help everyday Kiwis understand how KiwiSaver works and how to take control of it for their ultimate benefit through my unique educational approach. You can learn more about this here.
Click below for a copy of my Disclosure Statement