Dennis is a Financial Adviser (FSP66601) and specialises in Investment and Retirement planning and KiwiSaver.
Having spent 50 years in finance and banking, including developing the Westpac Personal Investment Centre in Remuera in 1987, in 1993 Dennis founded his own company Dennis Green & Associates Ltd, which quickly became known for first-class customer service and advice. Dennis believes the merger of Dennis Green & Associates Ltd with Trilogy Financial Solutions will provide clients with enhanced service and more investment choices.
Dennis is passionate about developing long-term client relationships and educating his clients about their finances. He holds a Diploma in Business Studies and the prestigious and internationally recognised Certified Financial Planner designation and has been awarded the Financial Advice New Zealand quality service mark, Trusted Adviser. This mark indicates that an adviser’s level of qualification, experience, and focus on ethics has been recognised by a professional body, Financial Advice NZ, offering an additional level of reassurance to those seeking financial advice.
When he’s not helping clients, Dennis enjoys playing golf and is keen on participating in other sports like bowls and competing at the odd Master’s games in various events. Dennis is an enthusiastic follower of all sports. In his younger days, he completed 19 marathons and is still a regular runner most mornings. Dennis is the VP at the Remuera Club.