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Last Article Uploaded: Tuesday, February 9th, 11:15AM

Advisers: BOP

ANZ - Mount Maunganui
ANZ - Taupo/Rotorua
ANZ - Tauranga
Craigs Investment Partners - Rotorua
Craigs Investment Partners- Tauranga
Investment Research Group (BOP) Limited
Money Managers - Rotorua
Money Managers - Taupo
Money Managers - Tauranga
Money Managers - Tauranga South
Money Managers - Whakatane
New Zealand Financial Planning
Spicers Portfolio Management
Spicers Portfolio Management
Spicers Portfolio Management
Westpac - 11th Avenue, Tauranga
Westpac - Bayfair
Westpac - Cherrywood
Westpac - Greerton
Westpac - Katikati
Westpac - Mount Maunganui
Westpac - Opotiki
Westpac - Paeroa
Westpac - Rotorua
Westpac - Taupo
Westpac - Tauranga Centre
Westpac - Te Puke
Westpac - Thames
Westpac - Waihi
Westpac - Whakatane
Westpac - Whangamata
Westpac - Whitianga

ANZ - Mount Maunganui
   Phone:07 574 4616
   Email:seddong@anz.com
   Website:
Adviser Phone Qualifications Year Started Associations Email
Gail Seddon 07 574 4616 seddong@anz.com
Can an ANZ Financial Adviser make a difference to you?

ANZ, part of ANZ National Bank Limited is New Zealand’s largest and oldest bank. The ANZ team of Financial Advisers are experienced, qualified professionals backed by resources and reputation. They are also helped and supported by a strong and qualified head Office team which works with the advisers to help ensure that the advice provided is the highest standard. ANZ requires a high level of professionalism backed by qualifications from its advisers and is able to provide a team geographically spread throughout the country.

ANZ has a joint venture with ING New Zealand and has a strategic relationship with Russell Investment Group. Both of these companies are major successful international fund managers.

With an ANZ Financial Adviser you have the choice of managing your own investments with the input of skilled investment advice or you can have your entire portfolio fully managed for you. ANZ Financial Advisers can not only help find the most suitable investment risk solution for you they can also help you to review your portfolio and rebalance your investment mix as the markets and your needs change over time.

Gail Seddon is our Financial Adviser based in Mt Maunganui, covering Tauranga, Mt Maunganui, Bayfair and Te Puke. She joined ANZ five years ago after running her own financial planning business in South Africa. Gail offers the full range of financial planning services together with advice on wealth protection, wealth creation and estate planning. She holds a Diploma in Banking and a Graduate Diploma in Business Studies endorsed in Personal Financial Planning. Outside work Gail enjoys an active lifestyle through jogging and tramping.


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ANZ - Taupo/Rotorua
   Phone:07 377 6475
   Email:brodiea@anz.com
   Website:
Adviser Phone Qualifications Year Started Associations Email
Alex Brodie 07 377 6475 brodiea@anz.com
Jane Okeremi 07 349 7321 okeremij@anz.com
Can an ANZ Financial Adviser make a difference to you?

ANZ, part of ANZ National Bank Limited is New Zealand’s largest and oldest bank. The ANZ team of Financial Advisers are experienced, qualified professionals backed by resources and reputation. They are also helped and supported by a strong and qualified head Office team which works with the advisers to help ensure that the advice provided is the highest standard. ANZ requires a high level of professionalism backed by qualifications from its advisers and is able to provide a team geographically spread throughout the country.

ANZ has a joint venture with ING New Zealand and has a strategic relationship with Russell Investment Group. Both of these companies are major successful international fund managers.

With an ANZ Financial Adviser you have the choice of managing your own investments with the input of skilled investment advice or you can have your entire portfolio fully managed for you. ANZ Financial Advisers can not only help find the most suitable investment risk solution for you they can also help you to review your portfolio and rebalance your investment mix as the markets and your needs change over time.

Alex Brodie is our Financial Adviser based in Taupo, covering Taumarunui, Tokoroa, Taupo and the eastern Bay of Plenty. He’s has been in the industry for 26 years and has been an Adviser for nine years, specialising in investment planning for clients in the eastern Bay of Plenty and Taupo. Alex holds a Graduate Diploma in Business Studies endorsed in Personal Financial Planning Alex also works closely with Jane Okeremi in our Rotorua branch. Away from the office, Alex enjoys skiing, tramping and radio-controlled model airplanes

Jane Okeremi is our Financial Specialist based in Rotorua, covering Kawerau and from Whakatane to Opotiki. She joined ANZ with 10 years’ financial planning experience in the UK and specialises in investment planning and risk management. Jane holds a Financial Planning Certificate and works closely with Alex Brodie in our Taupo branch. Outside work she’s taking on her latest self-imposed challenge: learning to sail.

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ANZ - Tauranga
   Phone:07 577 3539
   Email:martyna@anz.com
   Website:
Adviser Phone Qualifications Year Started Associations Email
Anna Martyn 07 577 3539 martyna@anz.com
Can an ANZ Financial Adviser make a difference to you?

ANZ, part of ANZ National Bank Limited is New Zealand’s largest and oldest bank. The ANZ team of Financial Advisers are experienced, qualified professionals backed by resources and reputation. They are also helped and supported by a strong and qualified head Office team which works with the advisers to help ensure that the advice provided is the highest standard. ANZ requires a high level of professionalism backed by qualifications from its advisers and is able to provide a team geographically spread throughout the country.

ANZ has a joint venture with ING New Zealand and has a strategic relationship with Russell Investment Group. Both of these companies are major successful international fund managers.

With an ANZ Financial Adviser you have the choice of managing your own investments with the input of skilled investment advice or you can have your entire portfolio fully managed for you. ANZ Financial Advisers can not only help find the most suitable investment risk solution for you they can also help you to review your portfolio and rebalance your investment mix as the markets and your needs change over time.

Anna Martyn is our Financial Adviser based in Tauranga, and covers Tauranga, the Western Bay and Hauraki Plains. Anna offers the full range of financial planning services together with advice on wealth protection, wealth creation and estate planning. She specialises in advising on business risks and mentors business clients in the Bay of Plenty and Waikato regions. Anna holds a Graduate Diploma in Personal Financial Planning and has been part of our ANZ team for eight years. She has a keen interest in her community and is actively involved with Plunket in the Bay of Plenty.


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Craigs Investment Partners - Rotorua
Street Address:1109 Fenton Street Phone:07 348 1860
Postal Address:PO Box 1148, Rotorua 3040 Fax:07 348 1863
City:Rotorua 3010 Email:rotorua@craigsip.com
   Website:www.craigsip.com
Adviser Phone Qualifications Year Started Associations Email
Tom Davies 07-348-1860 B Ag Com, Dip NZX 2000 NZX Adviser tom.davies@craigsip.com
Chris Dow 07-348-1860 BVsc, G Dip Bus Stud (FP) 2004 NZX Assoc Adv chris.dow@craigsip.com
Matt Harvey 07-348-1860 B Ag (V) 2007 matt.harvey@craigsip.com
Malcolm Thomas 07 348 1860 BA (Hons), Dip FP, CFP 2008 IFA, FINSIA malcolm.thomas@craigsip.com
James Twist 07-348-1860 B Ag in Rural Valuation, Dip Bus Studies Post Grad in Bus & Admin, NZX Associate Adviser 2002 NZX Assoc Adv, NZIV james.twist@craigsip.com
Combining the best of global research with local investment knowledge, Craigs Investment Partners provides a comprehensive investment advisory service to a wide range of private investor clients, family trusts, charitable trusts and businesses, designed to help them achieve their financial goals.

Craigs Investment Partners is one of NZ's largest investment advisory and sharebroking firms, with branches throughout New Zealand.

Supported by in-depth international research and our own research team, our advisors personalise investment solutions tailored to the individual needs of their clients

All investments are chosen on the basis of quality and price. We have a philosophy of investing directly in equities and fixed interest rather than via managed funds. This helps to minimise fees, which can have a dramatic impact on long-term returns and also to maximise the income stream generated by the portfolio.

The company's objective throughout is to preserve and enhance our clients' investments.

Craigs Investment Partners operates under the rules of the New Zealand Exchange (NZX) and is an accredited NZX Firm. Additionally, all Craigs Investment Partners advisors are accredited NZX Advisors or Associate Advisors.


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Craigs Investment Partners- Tauranga
Street Address:158 Cameron Road (Cnr Cameron Road & Spring Street Phone:07 577 6049
Postal Address:PO Box 13155 Fax:07 578 8416
City:Tauranga Email:tauranga@craigsip.com
   Website:www.craigsip.com
Adviser Phone Qualifications Year Started Associations Email
Sarah Barlow 07-927-7951 BCom, CFP, NZX Adviser 1996 IFA, Ind. NZSE Mem. sarah.barlow@craigsip.com
Murray Birkett 07-927-7937 Dip NZX 1991 NZX Advisor, FPNZI murray.birkett@craigsip.com
David Coleman 07-927-7953 MA (Actg), B Com 1989 NZX Advisor, IODNZ david.coleman@craigsip.com
Hamish Coleman 07-924-7936 B Sc, Dip NZX 2000 NZX Advisor hamish.coleman@craigsip.com
Bridget Cummins 07-927-7994 B.Bus, Licensed Sharebroker 2001 NZX Adviser bridget.cummins@craigsip.com
Ruth Jackson-Smith 07-927-7945 Grad.Dip.BS,CFP 2000 NZX Assoc. Adv., IFA ruth.jackson-smith@craigsip.com
Matthew Johanson 07-927-7973 B.Com, P.GradDip.Econ,DipGrad 2006 NZX Assoc. Adv. matt.johanson@craigsip.com
Guy Malthus 07-927-7946 B.BS, NZX Dip 2001 NZX Advisor guy.malthus@craigsip.com
Andrew R Marshall 07-577-4720 LL.B, B.Com, Licensed Sharebroker 2000 NZX Adviser andrew.marshall@craigsip.com
John McCool 07-577-6049 B.BS, 2007 AAC Advisor john.mccool@craigsip.com
Richard Stevens 07-927-7988 B.Com, Dip Grad, 2002 NZX Assoc Adv. richard.stevens@craigsip.com
Combining the best of global research with local investment knowledge, Craigs Investment Partners provides a comprehensive investment advisory service to a wide range of private investor clients, family trusts, charitable trusts and businesses, designed to help them achieve their financial goals.

Craigs Investment Partners is one of NZ's largest investment advisory and sharebroking firms, with branches throughout New Zealand.

Supported by in-depth international research and our own research team, our advisors personalise investment solutions tailored to the individual needs of their clients

All investments are chosen on the basis of quality and price. We have a philosophy of investing directly in equities and fixed interest rather than via managed funds. This helps to minimise fees, which can have a dramatic impact on long-term returns and also to maximise the income stream generated by the portfolio.

The company's objective throughout is to preserve and enhance our clients' investments.

Craigs Investment Partners operates under the rules of the New Zealand Exchange (NZX) and is an accredited NZX Firm. Additionally, all Craigs Investment Partners advisors are accredited NZX Advisors or Associate Advisors.


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Investment Research Group (BOP) Limited
Street Address:143 Durham Street Phone:07 578 3863
Postal Address:PO Box 843 Fax:07 577 6198
City:Tauranga Email:irgbop@irg.co.nz
   Website:
Adviser Phone Qualifications Year Started Associations Email
Phillip King CFP, Dip Bus Studies (Fin Planning) SIFA, IFA phillip.king@irg.co.nz
Jonathan York BA (Hons) Accounting SIFA jonathan.york@irg.co.nz
Ross Sheerin CFP, Dip Bus Studies (Fin Planning), BSc (Ec) SIFA ross.sheerin@irg.co.nz
Andrew Parkinson BMS andrew.parkinson@irg.co.nz
Incorporating Ellerie Cornwall Financial
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Money Managers - Rotorua
Street Address:1317 Eruera Street Phone:07 347 2069
Postal Address:P O Box 369 Fax:07 347 2056
City:Rotorua Email:rotorua@moneymanagers.co.nz
   Website:www.moneymanagers.co.nz
Adviser Phone Qualifications Year Started Associations Email
Chris Maisey 0274 967 259 rotorua@moneymanagers.co.nz
Money Manager's philosophy is simple: provide informed financial advice to New Zealanders in plain, easy-to-understand language. As New Zealand's largest financial advisory company, Money Managers has 47 offices throughout the country and around $1.6 billion under advice.

Founded in 1986, Money Managers advises clients on building financial plans based on a variety of investment options including cash and fixed interest deposits, offshore and onshore investments, and commercial, industrial and retail property syndications. As part of our financial planning process we also provide estate planning services through the Heritage Trustee Company, a range of personal insurance options, as well as advice on mortgages, KiwiSaver and income generation for people during their retirement.

Money Managers has created, and assisted in establishing, a number of innovative investment products including syndicated property investments which pay a monthly income, as well as the extremely popular FiRST Masterfund.


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Money Managers - Taupo
Street Address:59 Heu Heu St Phone:07 378 3762
Postal Address:P O Box 1129 Fax:07 378 3763
City:Taupo Email:taupo@moneymanagers.co.nz
   Website:www.moneymanagers.co.nz
Adviser Phone Qualifications Year Started Associations Email
Alan Brake 027 230 1107 taupo@moneymanagers.co.nz
Kaye Brake 027 484 8219 taupo@moneymanagers.co.nz
Ross Lynskey 07 378 3762 taupo@moneymanagers.co.nz
Money Manager's philosophy is simple: provide informed financial advice to New Zealanders in plain, easy-to-understand language. As New Zealand's largest financial advisory company, Money Managers has 47 offices throughout the country and around $1.6 billion under advice.

Founded in 1986, Money Managers advises clients on building financial plans based on a variety of investment options including cash and fixed interest deposits, offshore and onshore investments, and commercial, industrial and retail property syndications. As part of our financial planning process we also provide estate planning services through the Heritage Trustee Company, a range of personal insurance options, as well as advice on mortgages, KiwiSaver and income generation for people during their retirement.

Money Managers has created, and assisted in establishing, a number of innovative investment products including syndicated property investments which pay a monthly income, as well as the extremely popular FiRST Masterfund.


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Money Managers - Tauranga
Street Address:53 Durham St Phone:07 571 6300
Postal Address:P O Box 13178 Fax:07 571 6303
City:Tauranga 3141 Email:tauranga@moneymanagers.co.nz
   Website:www.moneymanagers.co.nz
Adviser Phone Qualifications Year Started Associations Email
Roger Brockelsby 027 290 8114 tauranga@moneymanagers.co.nz
Peter McAdam 021 841 691 tauranga@moneymanagers.co.nz
Money Manager's philosophy is simple: provide informed financial advice to New Zealanders in plain, easy-to-understand language. As New Zealand's largest financial advisory company, Money Managers has 47 offices throughout the country and around $1.6 billion under advice.

Founded in 1986, Money Managers advises clients on building financial plans based on a variety of investment options including cash and fixed interest deposits, offshore and onshore investments, and commercial, industrial and retail property syndications. As part of our financial planning process we also provide estate planning services through the Heritage Trustee Company, a range of personal insurance options, as well as advice on mortgages, KiwiSaver and income generation for people during their retirement.

Money Managers has created, and assisted in establishing, a number of innovative investment products including syndicated property investments which pay a monthly income, as well as the extremely popular FiRST Masterfund.


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Money Managers - Tauranga South
Street Address:53 Durham St Phone:07 578 4211
Postal Address:PO Box 13178} Fax:07 571 6303
City:Tauranga Email:taurangasouth@moneymanagers.co.nz
   Website:www.moneymanagers.co.nz
Adviser Phone Qualifications Year Started Associations Email
Martin Visser
Money Manager's philosophy is simple: provide informed financial advice to New Zealanders in plain, easy-to-understand language. As New Zealand's largest financial advisory company, Money Managers has 47 offices throughout the country and around $1.6 billion under advice.

Founded in 1986, Money Managers advises clients on building financial plans based on a variety of investment options including cash and fixed interest deposits, offshore and onshore investments, and commercial, industrial and retail property syndications. As part of our financial planning process we also provide estate planning services through the Heritage Trustee Company, a range of personal insurance options, as well as advice on mortgages, KiwiSaver and income generation for people during their retirement.

Money Managers has created, and assisted in establishing, a number of innovative investment products including syndicated property investments which pay a monthly income, as well as the extremely popular FiRST Masterfund.


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Money Managers - Whakatane
Street Address:22 Commerce Street Phone:07 308 8113
Postal Address:P O Box 640 Fax:07 308 6268
City:Whakatane Email:whakatane@moneymanagers.co.nz
   Website:www.moneymanagers.co.nz
Adviser Phone Qualifications Year Started Associations Email
Rae Fairest 021 722 577 whakatane@moneymanagers.co.nz
Money Manager's philosophy is simple: provide informed financial advice to New Zealanders in plain, easy-to-understand language. As New Zealand's largest financial advisory company, Money Managers has 47 offices throughout the country and around $1.6 billion under advice.

Founded in 1986, Money Managers advises clients on building financial plans based on a variety of investment options including cash and fixed interest deposits, offshore and onshore investments, and commercial, industrial and retail property syndications. As part of our financial planning process we also provide estate planning services through the Heritage Trustee Company, a range of personal insurance options, as well as advice on mortgages, KiwiSaver and income generation for people during their retirement.

Money Managers has created, and assisted in establishing, a number of innovative investment products including syndicated property investments which pay a monthly income, as well as the extremely popular FiRST Masterfund.


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New Zealand Financial Planning
Postal Address:P O Box 288 Phone:07 578 0500
City:Tauranga 3140 Fax:07 578 0504
   Email:ron@taur.nzfp.co.nz
   Website:www.invest.co.nz
Adviser Phone Qualifications Year Started Associations Email
Please visit our website www.invest.co.nz
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Spicers Portfolio Management
Street Address:1404 Eruera St. Phone:0800 102 100
Postal Address:P O Box 1599, Freepost 131688 Email:info@spicers.co.nz
City:Rotorua Website:www.spicers.co.nz
Adviser Phone Qualifications Year Started Associations Email
Allan Williams 07 348 1320 1992 allan.williams@spicers.co.nz
Spicers are one of New Zealand's leading financial advisory firms offering a comprehensive range of investment and financial planning services. Spicers have a nationwide network of skilled financial advisers who can help you create and maintain a complete financial strategy for your retirement, investment and business needs. This comprehensive plan will also include estate planning, insurance, and taxation. Spicer's investment specialist, Arcus Investment Management, is regarded as amongst the top in the industry.

Call 0800 102 100 to talk to a Spicers adviser. There is no charge and no obligation, just the opportunity to see how Spicers can help.

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Spicers Portfolio Management
Postal Address:PO Box 13263 Phone:0800 102 100
City:Tauranga Email:info@spicers.co.nz
   Website:www.spicers.co.nz
Adviser Phone Qualifications Year Started Associations Email
David Smith 07 578 9657 david.smith@spicers.co.nz
Philip Kilpatrick 07 578 9657 CFP 2000 IFA philip.kilpatrick@spicers.co.nz
Rae James 07 578 9657 CFP 1991 IFA rae.james@spicers.co.nz
Spicers are one of New Zealand's leading financial advisory firms offering a comprehensive range of investment and financial planning services. Spicers have a nationwide network of skilled financial advisers who can help you create and maintain a complete financial strategy for your retirement, investment and business needs. This comprehensive plan will also include estate planning, insurance, and taxation. Spicer's investment specialist, Arcus Investment Management, is regarded as amongst the top in the industry.

Call 0800 102 100 to talk to a Spicers adviser. There is no charge and no obligation, just the opportunity to see how Spicers can help.

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Spicers Portfolio Management
Street Address:1st Floor, Westerman Bldg, 14 Ruapehu St Phone:0800 102 100
Postal Address:PO Box 716 Email:info@spicers.co.nz
City:Taupo Website:www.spicers.co.nz
Adviser Phone Qualifications Year Started Associations Email
David Brown 07 378 8111 2002 IFA davidb@iles.co.nz
Spicers are one of New Zealand's leading financial advisory firms offering a comprehensive range of investment and financial planning services. Spicers have a nationwide network of skilled financial advisers who can help you create and maintain a complete financial strategy for your retirement, investment and business needs. This comprehensive plan will also include estate planning, insurance, and taxation. Spicer's investment specialist, Arcus Investment Management, is regarded as amongst the top in the industry.

Call 0800 102 100 to talk to a Spicers adviser. There is no charge and no obligation, just the opportunity to see how Spicers can help.

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Westpac - 11th Avenue, Tauranga
Street Address:524 Cameron Road Phone:0800 900 910
Postal Address:P O Box 15-053 Email:julie_parkinson@westpac.co.nz
City:Tauranga Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Julie Parkinson 027 284 0485 PGDipPFinPlan IFA julie_parkinson@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Bayfair
Street Address:Bayfair Shopping Centre Phone:0800 900 910
Postal Address:P O Box 10-047, Bayfair Email:david_mason@westpac.co.nz
City:Mt Maunganui Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Bruce Cameron 0274 744 286 GDipBusinessStudies (PFP) 2007 bruce m cameron@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Cherrywood
Street Address:32 Cherrywood Drive Phone:0800 900 910
Postal Address:P O Box 8012 Email:julie_parkinson@westpac.co.nz
City:Tauranga Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Julie Parkinson 027 284 0485 PGDipPFinPlan IFA julie_parkinson@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Greerton
Street Address:199 Chadwick Road Phone:0800 900 910
Postal Address:Po Box 79 Email:vinod_singh@westpac.co.nz
City:Tauranga Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Vinod Singh 027 484 1679 GDipBusinessStudies (PFP) IFA - CFP Member vinod_singh@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Katikati
Street Address:Main Road Phone:0800 900 910
Postal Address:PO Box 161 Email:julie_parkinson@westpac.co.nz
City:Katikati Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Julie Parkinson 027 284 0485 PGDipPFinPlan IFA julie_parkinson@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Mount Maunganui
Street Address:159-163 Maunganui Road Phone:0800 900 910
Postal Address:P O Box 5002 Email:bruce m cameron@westpac.co.nz
City:Mt Maunganui Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Bruce Cameron 0274 744 286 GDipBusinessStudies (PFP) 2007 bruce m cameron@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Opotiki
Street Address:107 Church Street Phone:0800 900 910
Postal Address:PO Box 303 Email:vinod_singh@westpac.co.nz
City:Opotiki Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Vinod Singh 027 484 1679 GDipBusinessStudies (PFP); CFP IFA vinod_singh@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Paeroa
Street Address:90 Normanby Road Phone:0800 900 910
Postal Address:P O Box 132 Email:julie_parkinson@westpac.co.nz
City:Paeroa Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Julie Parkinson 027 284 0485 PGDipPFinPlan IFA julie_parkinson@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Rotorua
Street Address:1213 Haupapa Street Phone:07 349 5460
Postal Address:P O Box 1341 Email:vinod_singh@westpac.co.nz
City:Rotorua Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Vinod Singh 027 484 1679 GDipBusinessStudies (PFP) 1995 IFA - CFP Member vinod_singh@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Taupo
Street Address:27 Horomatangi Street Phone:0800 900 910
Postal Address:P O Box 541 Email:vinod_singh@westpac.co.nz
City:Taupo Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Vinod Singh 027 484 1679 GDipBusinessStudies (PFP); CFP IFA vinod_singh@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Tauranga Centre
Street Address:2 Devonport Road Phone:0800 900 910
Postal Address:P O Box 13-215 Email:julie_parkinson@westpac.co.nz
City:Tauranga Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Julie Parkinson 027 284 0485 PGDipPFinPlan IFA julie_parkinson@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Te Puke
Street Address:49 Jellicoe Street Phone:0800 900 910
Postal Address:P O Box 166 Email:bruce m cameron@westpac.co.nz
City:Te Puke Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Bruce Cameron 0274 744 286 GDipBusinessStudies (PFP) 2007 bruce m cameron@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Thames
Street Address:515 Pollen Street Phone:0800 900 910
City:Thames Email:bruce m cameron@westpac.co.nz
   Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Bruce Cameron 0274 744 286 GDipBusinessStudies (PFP) 2007 bruce m cameron@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Waihi
Street Address:78 Seddon Street Phone:0800 900 910
Postal Address:P O Box 119 Email:julie_parkinson@westpac.co.nz
City:Waihi Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Julie Parkinson 027 284 0485 PGDipPFinPlan IFA julie_parkinson@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Whakatane
Street Address:167 The Strand Phone:0800 900 910
Postal Address:P O Box 359 Email:vinod_singh@westpac.co.nz
City:Whakatane Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Vinod Singh 027 484 1679 GDipBusinessStudies (PFP) IFA - CFP Member vinod_singh@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Whangamata
Street Address:606 Port Road Phone:0800 900 910
Postal Address:P O Box 137 Email:bruce m cameron@westpac.co.nz
City:Whangamata Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Bruce Cameron 0274 744 286 GDipBusinessStudies (PFP) 2007 bruce m cameron@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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Westpac - Whitianga
Street Address:39 Albert Street Phone:0800 900 910
Postal Address:P O Box 60 Email:david_mason@westpac.co.nz
City:Whitianga Website:www.westpac.co.nz
Adviser Phone Qualifications Year Started Associations Email
Bruce Cameron 0274 744 286 GDipBusinessStudies (PFP) 2007 bruce m cameron@westpac.co.nz
Wealth Advisers

Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?
Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

  • Assist you in putting your financial information together
  • Defining your goals by discussing your particular needs, objectives and financial situation
  • Providing you with a personalised investment portfolio
  • Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…

  • Financial planning
  • Professional investment advice and management
  • Loans and expert advice on property investment
  • A wide range of managed funds from leading fund managers
  • Retirement planning
  • Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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