Morrison-Story has 26 years experience in the banking industry with 11 years as a financial adviser.
He is a Certified Financial Planner (CFP) with a post-graduate Diploma in Personal Financial Planning from the University of Waikato. He is also a member of the Institute of Financial Advisers (IFA).
O'Brien worked as a qualitative analyst for an international hedge fund company prior to joining Spicers.
He holds a Bachelor of Commerce degree from Canterbury University, a post-graduate Diploma in Business Studies from Massey University and he is a Chartered Financial Analyst (CFA).
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