Will Latta

Investment Adviser
Will Latta

will.latta@forsythbarr.co.nz

DDI: +64 3 211 2548

Mobile: +64 27 588 3838

About Will

Will Latta is an Investment Adviser at Forsyth Barr Invercargill, having joined the firm in 2019. He has nine years of experience in the investment advice industry across New Zealand and the United Kingdom.

Will is a registered financial adviser and accredited NZX Adviser. He holds the New Zealand Certificate in Financial Services (Level 5) and the United Kingdom’s Investment Advice Diploma from the Chartered Institute of Securities and Investment. He also holds a BA in Philosophy, Politics and Economics from the University of Otago and a Master of Management (Financial Economics), awarded with distinction.

Outside of work, Will enjoys exploring Southland with his partner and daughters. He contributes to the community through his involvement with the Waihopai City Lions Club, as an advisory trustee to the Lloyd Morgan Charitable Trust, and Hato Hone St John as an episodic volunteer focusing on fundraising.

Will is based out of the Invercargill office

Forsyth Barr Investment Advice Invercargill
Level 3, 25 Esk Street
Invercargill 9810

PO Box 28, Invercargill 9840
Phone: +64 3 218 8807