David Rendell (pictured right) joins the Auckland Private Wealth team. Originally from the UK, David brings with him international experience in the financial services industry and has worked with some of the world’s largest banks and building societies providing comprehensive investment and financial planning advice.
Ross Sheerin is responsible for the Bay of Plenty/Waikato region has over 13 years experience as an investment adviser and financial planner. Ross brings a wealth of experience and qualifications to his role and is a CFPCM practitioner.
Helen Chapman is a CFP practitioner with over 11 years experience as an investment adviser and financial planner. Helen joins the Wellington team with a focus on providing tailored investment and financial planning services to Trustees Executors’ clients.
Gary McFadyen (pictured left) was recently recruited to join Helen Chapman in the Wellington team. He has a diversified professional background that includes over 25 years with the financial services industry.
Much like the others, it will be Gary’s focus to provide personalised financial advice and investment management solutions to his clients.
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