Will Latta

About Will

Will joined Forsyth Barr Queenstown as an Adviser Assistant in 2019. He made the move to Invercargill in 2021 as an Associate Adviser and the following year took on the role of Investment Adviser. Originally from the Isle of Man in the United Kingdom, Will has nine years of experience in the investment advice industry, both in New Zealand and the United Kingdom.

Will is registered as a financial adviser and is accredited as an NZX Adviser. He holds the New Zealand Certificate in Financial Services (Level 5) (Investment), and the Investment Advice Diploma from the Chartered Institute of Securities and Investment in the United Kingdom. Will obtained a Bachelor of Arts from the University of Otago with a Philosophy, Politics and Economics major, and holds a Masters of Management (Financial Economics) which he obtained with distinction.

Will spends most of his spare time making the most of what Southland has to offer with his partner and young daughters. When time allows, he enjoys surfing on the southern coast. He is the current President of the Lions of Invercargill Host Club and an episodic volunteer for Hato Hone St John, primarily focusing on fundraising.