Adviser and Administration Team
Pamela Solatan
Client Services Manager
KiwiSaver and Superannuation
Marketing
Financial Adviser FSP1003643
DDI (09) 365 2859
Email: pamela@certusnz.co.nz
Pamela is the Client Services Manager for Group Workplace Superannuation, KiwiSaver and Personal Retirement Savings. She also manages marketing and communications at Certus.
Pamela enjoys working with clients from all backgrounds and ages and helping them in their journey towards retirement. She finds writing content for Certus’ quarterly newsletters a continuing learning experience in the Finance and Insurance industry.
Pamela holds a Bachelor’s Degree in Commerce and worked in investments and insurance companies in NZ and Australia where she gained experience in investment banking, finance, insurance, mortgages and charitable trusts as well as exposure to the NZ Government’s Export Market Development Grants.
Helen Ballantyne
Compliance and Finance Manager
Mobile: 029 233 8287
Email: helen.ballantyne@certusnz.co.nz
Zakk Finlay
Financial Adviser/ Operations
Mobile: 021 023 14439
Email: zakk.finlay@certusnz.co.nz
Helen is the Compliance and Finance Manager for Certus Financial Group coordinating and managing the compliance programme for the group. Helen gained her BBS from Massey University and with wide experience at senior management level in the corporate services arena, she brings extensive business experience to the group.
Helen is also a trained financial mentor assisting clients to work towards a more sustainable financial future and is on the Hobsonville Point Community Grants committee. In her spare time, and the reason she and her husband moved from Wellington is to spend time with her grandsons and the wonderful outdoors of her neighbourhood.
Zakk is an investment adviser specialising in investment and KiwiSaver advice, while also overseeing the investment operations of Certus Financial Group. Previously Zakk worked at Wealthpoint, where he helped manage the operations of their model portfolios — including trading, market updates, and setting up client portfolios.
Zakk holds a Bachelor of Commerce, majoring in Marketing and International Business, from the Victoria University of Wellington. Zakk has also completed qualifications in Advanced Excel Skills for Business through Macquarie University, as well as the National Certificate in Financial Services (Level 5) specialising in Investment Advice.
Outside of work, Zakk enjoys spending time with friends and family, and rarely misses the chance to watch live sport of any kind.