Advice First Limited - Wellington
Level 6, 42-52 Willis Street, PO Box 10550, Wellington 6143 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.
Retirement Planning Specialist
With over 35 years' as a financial adviser Bob is still passionate about how financial advice can help people lead more successful lives. Nearing the retirement age isn't slowing Bob down, rather he is determined to use his expertise to help his clients plan for retirement. Using a proven retirement calculator and his specialist insight, Bob will create a personalised financial plan that can help support you with a comfortable income in retirement. Bob is married with two adult children and in his spare time plays the clarinet, enjoys golf, rowing, walking and NZSO concerts. Bob is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
National Sales and Capability Manager - Insurance
David has worked for both insurance companies and adviser businesses in the UK and New Zealand, and has over 30 years’ experience in financial services, including roles in Underwriting, Product Development, Marketing and Sales. Having personally seen the positive difference that insurance can make to people’s lives, David has developed a passion for helping people understand the benefits of having the right insurance protection in place. David joined AdviceFirst in June 2016 bringing his specialist skill to help deepen Adviser capability and thereby deliver great outcomes for customers. Married to Leasa with 2 young boys, David enjoys spending time at home with the family and shuttling the kids to numerous sporting activities. David is a fanatical mountain biker and hits the trails at any opportunity.
Jermaine is an assistant for Wealth Management Advisers and their clients. Jermaine has over 13 years’ industry experience, and now specializes in helping clients take control of their KiwiSaver, to better prepare them for their retirement. In her spare time Jermaine enjoys travelling, playing sport and spending time with her friends and family. Jermaine is an Registered Financial Adviser regulated by the Financial Markets Authority.
Authorised Financial Adviser
Over 30 years’ insurance and investment experience. Provides advice on integrating a clients’ financial situation to form one overall plan – including things like estate organisation, income protection, retirement savings and life insurance. Specialist in business risk analysis helping self-employed and small to medium sized business owners get appropriate financial protection. John is married with three sons living in Plimmerton and enjoys fishing from his kayak out from Plimmerton Beach. Actively involved with the Rotary Club of Plimmerton, with a focus on International Student Exchange. John is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Authorised Financial Adviser
She is able to assist with financial health checks and ongoing portfolio monitoring with 20 years experience as a retail investor, with a particular interest in sharemarkets. 2 years writing investment advice. Diploma in Business Studies endorsed in Financial Planning. She has been married 27 years and now has 3 teenage daughters, she keeps busy supporting both the younger and older members of her family, while taking time out to walk two energetic dogs. Liz is an Authorised Financial Adviser regulated by the Financial Markets Authority.
Administration Team Leader, General Insurance
4 years’ experience providing strong administrative support for AdviceFirst’s new and existing business clients with general insurance. Specializes in workflow management by overseeing the full General Insurance client portfolio to ensure that all renewals are completed within the required time frame and that our clients’ receive the best possible service. Background at ACC includes Call Centre, Claim Assessment, Case Management, and staff management roles. Lynley likes to keep fit, travel, and enjoys photography, film and theatre.
Chief Executive Officer
Over 20 years’ senior management experience in financial services, including leadership positions in strategy, marketing, customer service and technology. Mark joined AdviceFirst in November 2013 bringing his specialist skills to help develop the business and its service for customers. First Class Honours degree from Massey University, Business Studies BBS, majoring in Marketing. Mark is married with 4 children and in his spare time enjoys going to the gym, shuttling and then watching his children at their various sporting endeavours.
Authorised Financial Adviser
With eight years' experience as a Financial adviser Mark offers personalized investment advice to his clients to create solutions built around their goals and has a keen interest in investment portfolio construction. Mark holds a Bachelor of Commerce and Administration degree and has previous experience working in operations within the NZ export industry. Mark's other interests include spending time with his wife and three children, getting involved in sports and being active. Mark is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
AMP KiwiSaver Scheme Specialist
It's Martinas job to help AdviceFirst clients take control of their KiwiSaver, to be better prepared for retirement. She can explain the different AMP KiwiSaver Scheme funds available and the benefits to you. In her spare time, Martina enjoys hiking and exploring the outdoors, and she's constantly looking for the next best place to dine out in Wellington.
Human Resources Manager
Delivers the strategic and operational HR service to AdviceFirst’s business, nationwide. Manages the development and implementation of HR strategies, policies and procedures to help support individuals and teams in our service to customers. Designs and manages specific projects related to AdviceFirst’s strategic business plan. HR Business Partner with AMP. Substantial experience with commercial, customer-focused businesses. Previous roles include: AMP HR Business Partner, Interislander HR Manager, The Specialised Containers Group HR Manager, Colgate-Palmolive NZ HR Advisor, and HR Administrator. Relaxation is enjoying time with family and friends.
Authorised Financial Adviser
Over 23 years’ financial industry experience, following a career with the New Zealand Police. Specialises in all types of insurance protection cover: life insurance, income protection, or domestic and commercial general insurance. An All Black from 1984-1990, he now enjoys leading All Black supporters on overseas tours for Williment Travel Group, playing tennis, bike riding and tramping. He is married to Carolyn with two grown up sons and lives in Waikanae. Murray is an Authorised Financial Adviser, contracted to AdviceFirst, and regulated by the Financial Markets Authority.
General Insurance Broker
Specialises in helping clients to be prepared with General and Domestic Insurance. Extensive industry experience in client advice and administration. Former roles include: Aon Life Client Adviser; AgFirst Farm Consultants Office Manager; QRS Payroll Manager, CFO Support and Contracts Administrator; Gordon McIntyre Limited Business Manager and Shareholder. Nicole enjoys helping out on the farm, gardening, cooking, reading and tramping. Nicole is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Director, Authorised Financial Adviser
An expert in all areas of financial planning and investment for individuals, families and business owners. Over 25 years’ experience. Founding member of AdviceFirst. Founded the successful Wellington financial advice firm, Cameron Chote. Chartered Life Underwriter. Current Member and ex-Chair, MDRT Oceania. Qualified teacher. Club Chair Miramar Rangers AFC, and Chelsea supporter. Peter is married with four children, and a self-confessed football nut. Peter is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Branch Manager, General Insurance
ANZIIF (Snr Assoc) CIP. Oversees the Wellington General Insurance team. 28 years’ industry experience in broking, underwriting, claim settlements and schemes management including 5 years' in the UK market. Phil is married with two young children which take up most of his spare time. He enjoys learning to play the guitar, sports and catching up with friends. Phil is a Registered Financial Adviser, regulated by the Financial Markets Authority.
Since 1991 Shane has been helping and advising his clients with all aspects of their life insurance needs. He is committed to help his clients be secure and well protected in all their insurance requirements. Shane values close and ongoing relationships as it is from these relationships he derives personal work satisfaction and where he can give the most value for his clients. Shane holds the NZQA Level 5 Certificate in Financial Services and the AdviserLink Introduction to Financial Planning. Shane is a Registered Financial Adviser, regulated by the Financial Markets Authority.
Marketing and Communications Manager
Shelley joined AdviceFirst in August 2015 to create and deliver a strategic and operational marketing and communications platform for AdviceFirst. Graduated from Victoria University of Wellington with a Bachelor of Commerce and Administration Degree - Marketing and Management majors. Then went on to be awarded the Certificate in Marketing Management from the Marketing Association. In her spare time, Shelley enjoys spending quality time with her family.
With over 20 years in the industry, Stephen is the consummate investment planning professional. Stephen holds a Degree in Economics and a Diploma in Personal Financial Planning. He joined a Wairarapa based investment business in 1996 and eventually becoming a partner and then sole owner and director. Stephen is married to Linda and they have two adult sons. In his spare time Stephen enjoys spending time at the gym, on the golf course or on the tennis court. Stephen is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Authorised Financial Advisor
Over 25 years’ industry experience. An expert in insurance and investment planning for clients. Diploma in Business Studies endorsed for Personal Financial Planning. A founding principal of Goldridge Wealth Management, now merged with AdviceFirst. Member of the Goldridge Investment Panel. He is keen on outdoors lifestyle, with particular interest in fishing and golf. Stuart has two grown up children, and enjoys his two grandsons who live near his home in Whitby. Stuart is an Authorised Financial Adviser regulated by the Financial Markets Authority.
Specialises in personal risk management for individuals and businesses. 7 years’ industry experience. Former member of AXA’s Business Insurance retention team. A serious rugby fan, having previously played for Upper Hutt. Relaxation is being with friends and family. Willie is an Authorised Financial Adviser, regulated by the Financial Markets Authority.