Sarah Lloyd

Wildcard
DISC Type : csi

General Counsel & Company Secretary at Avanti Finance

Auckland, Auckland, New Zealand

Overview

Sarah Lloyd is the General Counsel and Company Secretary at Avanti Finance, drawing on her extensive background in private practice within the financial services industry. A graduate of the University of Auckland with an LLB (Hons) / BA, she is known for her pragmatic, business-minded approach and strong communication skills.

Outside of her professional life, Sarah is passionate about giving back to the community. She is currently training to run in the 2026 TCS Sydney Marathon, where she will be fundraising for Leukemia & Blood Cancer New Zealand, an organization dedicated to supporting patients and their families.

She is combining her passion for running with philanthropy by participating in the Sydney Marathon as a charity runner.

Personality Overview

ROI Driven

Curious But Skeptical

Requires Proof

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Financial Services Law
Her career has been dedicated to the financial services industry, both in private practice and in-house at Avanti Finance and humm group.
Corporate Governance
Holds the dual role of General Counsel and Company Secretary, placing her at the center of legal, risk, and compliance strategy for the business.
Legal Team Leadership
As a leader, she is actively building her team at Avanti Finance by hiring ambitious and pragmatic legal professionals to support the growing business.

Media Appearances

Sarah has no verified media appearances

Work History

9-2024
General Counsel & Company Secretary at Avanti Finance
7-2024 - 10-2024
Acting Chief Risk Officer at Avanti Finance
5-2024
General Committee Member at ILANZ: In-house Lawyers Association of New Zealand
7-2023 - 7-2024
Senior Legal Counsel at Avanti Finance
8-2019 - 7-2023
Senior Legal Counsel at humm group

Education

Education details unavailable from Carmel College
LLB (Hons) / BA from University of Auckland

More Information

Social Presence :

Prographics :

Exp : 15 Location : Auckland, Auckland, New Zealand Job Level : Leadership Designation : General Counsel & Company Secretary at Avanti Finance
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Sarah

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Sarah move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Sarah take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Sarah

Personality Compatibility


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