Joanna Zhang

About myself

I came to New Zealand in 2001, graduated from Massey University with Bachelor in Finance in 2005, and am now a proud Kiwi. I started my professional career in the accounting field after graduating from the University of Auckland with a Master's in Professional Accounting. Soon after, I found my passion as a financial advisor to provide tailor-made solutions and peace of mind for my clients and their loved ones.

After work, I am a mother of two girls who enjoy spending time with my family and watching my favorite Youtube channels.

Experience in the industry

I’ve been working in the insurance industry for 5 years and have been part of the YGFS team as a Senior Insurance specialist since July 2020. 

I endeavor to build long-term relationships with my clients by focusing on their specific needs to deliver solutions that will help them achieve their goals. I am a hard-working individual who strives to contribute to the success of the team.

Quote of Life:

“Live so that when your children think of fairness, caring, and integrity, they think of you.” H. Jackson Brown, Jr.

Joanna

List of Awards:

2020 Million Dollar Round Table COT
2020 International Dragon Award - Silver Dragon Award
AIA Ascend Award 2019 Platinum
Newpark 2019 Elite Award
2019 Million Dollar Round Table
2019 International Dragon Award - Silver Dragon Award
2018 Million Dollar Round Table
2018 International Dragon Award - Silver Dragon Award
AIA Distinction Programme 2017 CEO Club

Need some advice but not sure where to start?

Contact us today for a no-strings, free 30-minute consultation.

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Physical Address: Unit 6, 33-35
Apollo Dr, Rosedale, Auckland 0632

Postal address: Po Box 305289,
Triton Plaza, Auckland 0757

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