Financial Advisers, Tony Walker, Richard Gerard, Marty Maher, Jason Vokes and Pamela Deal, assisted by a dedicated support team, have many years of experience in assisting every day New Zealanders achieve their financial goals.

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MEET THE TEAM

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Jeanne Harrison

Office Manager

Kaitaia

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Tony Walker

Financial Adviser 

Kerikeri

Angela Young

Client Manager

Kerikeri

Ashley Nock 

Adviser Support

Kerikeri

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Jason Vokes

Financial Adviser 

Kerikeri

Kristy Duxbury

Adviser Support

Kerikeri

Richard Gorrett

Adviser Support

Kerikeri

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Marty Maher

Financial Adviser 

Whangarei

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Beverly Watson

Office Manager

Whangarei

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Richard Gerard 

Financial Adviser 

Warkworth

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Cassandrea Stubbs

Client Services Manager

Warkworth

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Pamela Deal

Financial Adviser 

North Shore

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Alan Deal

Office Manager

North Shore