Advice First Limited - Auckland

Level 1 AMP Centre, 29 Customs Street West PO Box 55, Shortland Street Auckland 1140 New Zealand
AdviceFirst is a successful firm of experienced Financial Advisers who help thousands of New Zealanders stay on track with quality advice through life. We’re the country’s largest financial advice business of our type, with ten offices nationwide. We help individuals, families and businesses with all types of insurance, KiwiSaver, investment plans, home loans and more. We’ve structured our business for clients to get everything they want from one experienced Financial Adviser, supported by specialists as needed. The Financial Markets Authority regulates our Financial Advisers. We have an experienced CEO and management team and are governed by a Board of Directors. Our cornerstone shareholder is AMP*, which has been operating in New Zealand for over 150 years. We are remunerated with a mix of salary and commissions. Our product recommendations are driven solely by our clients’ needs, not by how we are remunerated.

Company Staff

Alan Snaith
Authorised Financial Adviser
Over 10 years’ industry experience. Specialises in planning all types of insurance to meet the needs of individuals and businesses. Distinguished career with New Zealand Police. Awarded NZ Special Services Medal (Erebus). NZ Police Silver Medal for bravery. Married with one daughter, Alan is a keen fisherman. He serves his community through Rotary and is a Paul Harris Fellow. Alan is an Authorised Financial Adviser regulated by the Financial Markets Authority.
Dean MacLeod
Authorised Financial Adviser
Specialises in Personal Risk Management. Over 15 years’ experience in the financial services industry helping clients to be financially protected. Holds a Graduate Diploma in Business Studies endorsed in Personal Financial Planning. Member of the Institute of Financial Advisers. Enjoys time with his family, exploring the outdoors and a round of golf. Dean is an Authorised Financial Adviser regulated by the Financial Markets Authority. Click here to request a Disclosure Statement.
Geoff Barrell
Director, Authorised Financial Adviser
29 years’ extensive industry experience helping individual and business clients with investment, insurance and succession planning. 10 years’ in banking. Member of the Institute of Financial Advisers. Member of the Estate Planning Council of New Zealand. Ex president of the AXA Advisers’ Association. Married with two adult children, Geoff enjoys time with family, sports and the outdoors. Geoff is an Authorised Financial Adviser regulated by the Financial Markets Authority.
Ken Holmes
Authorised Financial Adviser
Insurance, investment and retirement planning specialist for many clients. 9 years’ industry experience helping clients get financially on track. Successful small business owner. AXA Adviser of the Year, 2009. Formerly a member of the Red Devils Freefall Team – the Parachute Regiment’s elite parachute display team. Enjoys reading, writing, walking, family and movies. Ken is an Authorised Financial Adviser, contracted to AdviceFirst, and regulated by the Financial Markets Authority.
Mark Holtom
Authorised Financial Adviser
Mark is a wealth specialist and highly skilled in assisting individual clients and family trusts with their investment and retirement planning. Provides clear and concise investment advice that is easy to understand and offers peace of mind for clients that they are on track to achieve their goals and aspirations. Over 24 years' experience in the financial services industry, both in the UK and NZ. Mark is married and has a daughter, enjoys travelling to new places, is a sports enthusiast and supports local charities. Mark is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Quentin Holmes
Authorised Financial Adviser
Specialist in commercial business insurance. 28 years’ experience in the Insurance industry - Fire & General and Financial Services. Diploma in Financial Services. A Senior firefighter actively involved with the Volunteer Fire Brigade, he knows the importance of having quality insurance to help protect your assets. Married with 2 children and enjoys time with the family, the outdoors and keeping fit. Quentin is an Authorised Financial Adviser regulated by the Financial Markets Authority.
Stewart Hunt
Fire and General Insurance Broker
Stewart provides expert risk advice and solutions for client's businesses. Helps clients with their insurance needs and provides a tailored insurance package for their business. Over 13 years' experience in Commercial Fire and General Insurance in which 11 years has been spent in Commercial Insurance Broking. Enjoys family life with his wife and newly born daughter Darcy. In Stewart's free time he enjoys playing and managing an over 35's football team in Auckland. Stewart is a Registered Financial Adviser, regulated by the Financial Markets Authority.