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

Tony Walker

Authorised Financial Adviser 

Kerikeri

Jason Vokes

Financial Adviser 

Kerikeri

Angela Young

Client Manager

Kerikeri

Richard Gorrett

Adviser Support

Kerikeri

Kristy Duxbury

Adviser Support

Kerikeri

Marty Maher

Authorised Financial Adviser 

Whangarei

Beverly Watson

Office Manager

Whangarei

Richard Gerard 

Authorised Financial Adviser 

Warkworth

Cassandrea Stubbs

Practice Manager

Warkworth

Katie Gerard

Sales Support

Warkworth

Pamela Deal

Authorised Financial Adviser 

North Shore

Alan Deal

Office Manager

North Shore

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