Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
After spending more than a decade in banking, Naylon Cassidy realised the impersonal, sales-focused approach wasn’t for him. He founded Float because he wanted to focus on building relationships and really looking after his clients.
Cassidy started his banking journey as a part-time teller at BNZ, which slotted in around his competitive swimming career. When the swimming ended, the job continued, and he spent 12 years developing his skills and knowledge in business and commercial banking.
He then moved across to HSBC to be one of its corporate managers and worked with a range of commercial clients. Not long after, he realised these clients were coming to him for his insight – not the bank’s – so he decided to start his own financial advisory business.
As one of Float’s financial advisers, Cassidy works with clients in all areas and in all financial situations.
He loves that he gets to take care of people on a personal level – he’s not forced to put people into categories or send them off to other departments like he was in banking. He’s proud of the way the
Float team looks after people, builds strong relationships with clients, and keeps them coming back year after year.
359 Onehunga Mall Road, Onehunga, Auckland
02 9200 3711
naylon@floatmortgages.co.nz
www.linkedin.com/company/float-financial
www.floatmortgages.co.nz
Naylon Cassidy
Financial Adviser
Float Financial Advisors
Read on
Special Report
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Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2006–2016
2016–2017
2017–present
2021
2021
Naylon Cassidy
Financial Adviser
Float Financial Advisors
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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2006–2016
2016–2017
2017–present
2021
2021
Naylon Cassidy
Financial Adviser
Float Financial Advisors
Read on
Special Report
Home
Bio
Milestones
2021
2021
2017–present
2016–2017
2006–2016
2021
Insurance Business Magazine | Key Media
Launched his own business, Ascend Financial Services
2021
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2021
Human Resources Magazine | key media
Listed among NZ Adviser Young Guns of the year
2021
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2017–present
Human Resources Magazine | key media
Financial Adviser at Float
2017–present
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2016–2017
Human Resources Magazine | key media
Global Relationship Manager – Corporate at HSBC
2016–2017
2009–2011
2006–2016
human resources | key media
Commercial Partner at BNZ
2006–2016
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Milestones