Our Financial Advisers, Tony, Jason, Angela, Cody, Marty, Richard, Cassandrea and Pamela, 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

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Angela Young

Financial Adviser

Kerikeri

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Ashley Nock 

Adviser Support

Kerikeri

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Jason Vokes

Financial Adviser 

Kerikeri

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Kristy Duxbury

Adviser Support

Kerikeri

Cody Subritzky

Financial Adviser 

Kerikeri

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Beverly Watson

Office Manager

Whangarei

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Richard Gerard 

Financial Adviser 

Warkworth

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Cassandrea (Stubbs) Venter

Financial Adviser

Warkworth

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Marty Maher

Financial Adviser 

Whangarei

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Sean Doel

Adviser Support 

Whangarei

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Pamela Deal

Financial Adviser 

North Shore

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Alan Deal

Office Manager

North Shore