Dal Jandu

Financial Planner

Originally from the UK, Dal came to New Zealand in 2007 for a visit and his OE, but fell in love with the country – and a fellow Brit, Helen, also over in New Zealand. They subsequently emigrated here.

Dal has over 15 years of experience in the New Zealand financial services industry, which started at ING NZ Ltd in 2007. Wanting to provide clients with more personalised advice, Dal moved to ANZ Wealth in 2011 as a Financial Adviser. This is where Dal’s passion for helping clients by making complex financial concepts easy to understand really took off. Always looking for personal growth, Dal moved to BNZ in 2013 where he held the position of Private Banker. In 2018, after a decade in banking, Dal continued his journey taking up the role of Senior Wealth Management Adviser at Fisher Funds, looking after high net worth individuals, directors and charitable trusts.

Dal believes that life can be complicated enough, which is why he is committed to making financial planning simple and easy for clients. For Dal this means listening and working with clients to guide them in making informed decisions. He really enjoys building strong, honest and long-lasting relationships.

Outside work, Dal loves anything that keeps his fitness levels up, and spending time with his wife Helen, daughter Jess and son Harry. He is also a keen supporter of Liverpool FC.

Dal Jandu

Meet the rest of our team

Peter Lee Director, Financial Planner

Peter Lee

Director, Financial Planner
Mark Holtom Director, Financial Planner

Mark Holtom

Director, Financial Planner
Larry A Stead Financial Planner

Larry A Stead

Financial Planner
Suzanne Baldwin Practice Manager, Financial Planner

Suzanne Baldwin

Practice Manager, Financial Planner
Francesca Snell Operations Manager

Francesca Snell

Operations Manager
Steve Mascarenhas Client Support Co-ordinator

Steve Mascarenhas

Client Support Co-ordinator

CFPCM are registered certification marks and CERTIFIED FINANCIAL PLANNERCM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand Inc is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.