The Team

David has been a financial adviser since 1992 and prior to then had a career in banking. He has a Diploma in Business Studies endorsed Personal Financial Planning from Massey University and is An Authorised Financial Adviser. (FSP64481).

Ken joined the company in 1999 after a twenty year career with the IRD. He has a Diploma in Business Studies endorsed Personal Financial Planning from Massey University and is an Authorised Financial Adviser (FSP111444).

Murray Ward runs our office in the Hawkes Bay. Murray has been in the industry since 1995. He has a Diploma in Business Studies endorsed Personal Financial Planning from Massey University. Murray is a member of the IFA industry group. Murray is Authorised Financial Adviser (FSP30701) and is a Certified Financial Planner (CFP).

Megan Robey has been in the industry since 1999. Her current role is that of office Manager which includes assisting the advisers to provide an excellent service to our clients. Megan also leads the administration area and the development of the Client Service Staff.