Meet our financial management team

Our financial management team has experienced advisers in every financial service to provide you with sound, practical advice about how to manage your money. No matter where you are in your financial journey, we’re here to help you take the next step toward achieving your goals. We’ll find out what drives you and where you want your money to take you. Find an adviser below.

Find someone who can help me with:

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Sue Daulby

Insurance Adviser (Life and Health)

David Riddell

Insurance Adviser (Life and Health)

Susan Cunningham

Insurance Adviser (Domestic)

Hayley O’Brien

Wealth Adviser (Investment & KiwiSaver)

Sean Folan

Wealth Adviser (Investment & KiwiSaver)

Jeremy Cole

Director / Financial Adviser

Mike Murray

Director / Financial Adviser

Will Vermeulen

Chief Executive Officer

Loma Robertson

Adviser Support Manager

Julia Vermeulen

Adviser Support

Kirsty Riddell

Adviser Support - Insurance (Business & Domestic)

Monica Glenny

Adviser Support - Insurance (Business & Domestic)

Acacia Watt

Adviser Support - Wealth

Stacey Bancroft

Marketing Manager

We are hiring

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