Alison Renfrew  Chartered Life Underwriter Certified Financial Planner
Authorised Financial Adviser FSP35961

Uk Pension Transfer Specialist, Certified Financial PlannerAlison Renfrew has a long record of providing financial advice to her clients. After graduating from Victoria University with a B.Sc. in 1982 she joined an international financial services company in 1983. Alison sold mainly life insurance and investment products. She was the first woman in the company to qualify for the prestigious Blue Ribbon award in her first year and the first woman to qualify for the Silver Ribbon award. Alison sold her business and moved to the UK in 1989. She established a new client base in the UK in financial services. This was particularly challenging as the regulatory environment and people were quite different to those in New Zealand.

On returning to New Zealand Alison established her own financial planning company where she applied her overseas experience and knowledge. Creating Wealth Limited was established in 1994 and was re-branded in 2005 to LYFORD Asset Management Limited.  LYFORDS markets the leading financial service companies range of products from investments, retirement savings and insurances.

Alison has qualified by examination to be a member of the New Zealand Institute of Chartered Insurance and Investment Advisers, 1998 and qualified by examination to be a Certified Financial Planner, 2001, and is entitled to use the distinctive titles and designations CLU - Chartered Life Underwriter and CFP - Certified Financial Planner, the pinnacle of professional attainment. Alison is the second person and first woman in New Zealand to hold both CLU and CFP and less than 20 advisers in New Zealand hold both qualifications.  Alison complies with the Continuing Education requirements of the Institute of Financial Advisers (IFA).

Alison works with her husband Dr Richard Renfrew, CFP in LYFORD Asset Management Limited and LYFORDS Limited. They have three children Michael, Catherine and Richie.

Alison loves the thrill and challenge of being in business and helping others achieve financial independence and fulfill their financial goals. She is a trained opera singer, plays the piano, and enjoys travelling and skiing. Alison has served on the committees of the Wellington Underwater Club, Tararua Tramping Club, Scots College Parents Association (treasurer), and the Institute of Financial Advisers.

Academic Achievements:

Bachelor of Science (Victoria University)
Diploma in Business Studies - Personal Financial Planning (Massey University)
New Zealand Diploma in Life Assurance
Chartered Life Underwriter
Certified Financial Planner
Alison is the second person and first woman in New Zealand to have qualified for CLU and CFP, the pinnacle of professional attainment in the financial services industry.

Certified Financial Planner
Global mark of excellence in financial planning.  Certified Financial Planner are marks of the Certified Financial Board of Standards Inc (CFP Board) and are issued by the Institute of Financial Advisers under license.  The CFP Board is an independent professional self regulatory body acting to benefit and protect the public in its dealings with persons engaged in providing financial advice by establishing educational, ethical and disciplinary standards, developing and administering examinations within the field of financial planning and authorising individuals who meet its criteria to use the CFP Board's Marks.

Chartered Life Underwriter
Chartered Life Underwriter ( CLU ) is the highest insurance and personal risk management qualification available to insurance professionals in New Zealand.  It is specifically suited to those who specialise in the areas of personal and business insurance.  The CLU qualification demonstrates that the holder has a high standard of competence in their chosen profession and it can be expected that the holder will maintain the highest standard of professionalism and ethics when giving advice. 

You can check that I am a registered financial services provider and an Authorised Financial Adviser at www.fspr.govt.nz

The Financial Markets Authority authorises and regulates financial advisers.

Alison is a sought after speaker on all aspects of finance and investment and she regularly speaks at corporate and public seminars. She has written numerous articles for newspapers and had her own weekly slot on local television.  Alison published "Cover Your Breasts" in 2008 describing her journey through breast cancer.

Awards:
Alison Renfrew won the New Zealand Certified Financial Planner of the Year Award in 2004 , and was also a finalist in 2002 and 2003.

Winner of "Her Business Woman of the Year", 2004 - category "Most Inspirational Business Woman"

Awarded the Fidelity Life Chairman's cup in 2006.

Director of Lyford Asset Management Ltd which was a finalist for financialalert Advisory Practice of the Year Award in 2005

Memberships:
Member of the Institute of Financial Advisers (IFA)
Life and Qualifying member of Million Dollar Round Table (MDRT), Court of the Table qualifier 2005

Alison is committed to introducing a personal approach to investment and the management of one's money. 

LYFORD Asset Management Limited
Level 3, Tourism & Travel House, 79 Boulcott Street, PO Box 11-249, Wellington
Phone: 0064 4 471 0664  Fax: 0064 4 471 0615
 Web: www.LYFORDS.co.nz  email:  Alison@LYFORDS.co.nz

Disclosure Statement