Thomas brings 19 years’ experience in the bank and finance industry to the role. He has worked with Tower and Trust Bank Bay of Plenty, and spent 12 years as a private banker and investment adviser at the BNZ.
The appointment was made by Peter Jones, founder and principal of Jones Financial Services, the specialist financial services company that was recently acquired by Vestar. Jones heads Vestar’s offices in Rotorua, where Thomas is based.
“With such high-level and extensive knowledge of the industry, Malcolm is the ideal addition to our team,” Jones said. “He is interested in people first and foremost, which is an essential quality for a good investment adviser. They need to take the time to establish what the client’s unique circumstances and goals are, and what they need their money to do for them, and then tailor a plan accordingly. With his experience, Malcolm is expert at that.”
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