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
Jeanne Harrison
Office Manager
Kaitaia
Angela Young
Client Manager
Kerikeri
Richard Gorrett
Adviser Support
Kerikeri
Kristy Duxbury
Adviser Support
Kerikeri
Beverly Watson
Office Manager
Whangarei
Cassandrea Stubbs
Practice Manager
Warkworth
Katie Gerard
Sales Support
Warkworth
Alan Deal
Office Manager
North Shore