Advice First Limited - Christchurch

Level 1, 337 St Asaph Street, PO Box 24 188, Eastgate, Christchurch 8642 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

Andy Pope
Principal
Over 20 years industry experience helping business clients. Founder of the successful Canterbury financial advice firm, Andy Pope & Associates. Andy is a respected specialist in insurance protection for businesses. If you’re a business owner, he is regarded for his ability to quickly get to grips with business complexities and design cover that helps to take care of you, your partners, your assets and your people. A Crusaders supporter, he gets involved with his local rugby club, and enjoys playing cricket and a good game of golf. Andy is a Registered Financial Adviser, regulated by the Financial Markets Authority.
Bevan O'Brien
-
Wealth Management Adviser
Bevan is a specialist in investment planning, financial advice and wealth creation, working with individual clients, family trusts, trustees and other professionals. Bevan has over 25 years in the financial services industry and relationship management positions with the last few being in Private Banking, Corporate Finance and Retail Banking as Financial Adviser, Relationship Associate and Branch Manager respectively. Of all the appointments he has held, the most rewarding aspect of his career has been in the development of longstanding professional relationships built on trust, integrity and respect. Bevan is married with two children, enjoys spending quality time with family, water sports and triathlon. He is a Sunday School Teacher at the Riccarton Community Church. Bevan is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
James Polson
-
Client Adviser
James is passionate about helping individuals, families and small business owners ensuring they receive the right advice when it comes to protecting what is important to them. Has worked in the industry as an Adviser since first starting AdviceFirst in May 2011. Married to Tania for over ten years with two young children, James is Christchurch born and raised, and loves the Canterbury life style. When he has time away from work he enjoys spending time with friends and family and holidaying on the water at their family bach at Lake Brunner. James is an Registered Financial Adviser, regulated by the Financial Markets Authority.
Jeremy Simpson
Authorised Financial Adviser
Jeremy is a Wealth Management and Retirement Planning specialist with particular expertise in the UK Pension transfer market. He has previously worked in London for five years for Clerical Medical Investment Group, Pension Specialists and as a broker to independent financial advisers. Jeremy holds the Advanced Financial Planning Certificate in Pensions (G60) from the Charted Insurance Institute, a Graduate Diploma in Business Studies endorsed in Personal Financial Planning from Massey University and Bachelor of Arts from the University of Strathclyde. Jeremy enjoys spending his spare time with his wife and four children. He also plays masters soccer for Ferrymead Bays Football Club and enjoys a game of Tennis or Squash when he gets the chance. Jeremy is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Lance De Klerk
Authorised Financial Adviser
8 years’ industry experience helping clients to get financially prepared. Lance specialises in providing wealth protection advice and planning for personal and business clients. He has held senior business management roles in South Africa, England, Scotland and New Zealand. Enjoys time with his family, watching a great movie, firing up the barbecue, playing golf, swimming, and coaching soccer. Lance is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Neil Jones
Regional Manager
Neil is an investment adviser based in Christchurch. He also sits on the AdviceFirst and Spicers Senior. Leadership team and manages the advice teams in Canterbury. Neil has been involved in the financial services industry since 1993. He spent 10 years in trading roles with Merrill Lynch and ING Barings in London before moving to New Zealand in 2003. In New Zealand he has held roles with Spicers, OMFinancial and a property investment company. Married with three children, he lives on a lifestyle block in North Canterbury. Neil is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Shona Pope
General Insurance Broker
Lifelong career in financial services. Shona is a specialist in helping you get quality cover for your home, your business and the things you value. Shona is a Registered Financial Adviser, regulated by the Financial Markets Authority.