Our Advisers
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James is an expert in the financial advice field. Here is how: • An unparalleled Financial Markets background • An Honours Degree in Economics • Offices in Tauranga and Auckland • Not tied to any Financial Provider, Bank, Fund Manager or Insurer. • Very approachable ...
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Rowan has been a Financial Adviser (formerly known as an Authorised Financial Adviser) since 2005. He is a member of Financial Advice New Zealand (FANZ) earning the ‘Trusted Adviser’ mark and meets the ongoing requirements of the Financial Markets Authority (FMA). Rowan is passionate about ...
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Malcolm has over 25 years of experience within the insurance industry. His professional knowledge, excellent communication skills, understanding ability and gentlemanly conduct allows him to tailor insurance financial advice to his many different client’s. Creating insurance portfolios and specifi...