Senior Wealth Adviser, Auckland and Northland John Broad
National Certificate in Financial Services, Graduate Diploma in Business Studies (PFP)
John joined the financial services profession in 1990, as a Financial Adviser and Regional Sales Manager for SAI Limited, followed by a stint as a manager at a private financial planning business. Thereafter, he joined AdviceFirst Limited for seven years as an Investment and Insurance Adviser before coming to Kiwi Wealth.
John is a Certified Financial PlannerCM, a Chartered Life UnderwriterCM, and a member of Financial Advice New Zealand. He holds their Trusted Adviser mark and is bound by their Code of Ethics, Practice Standards, and Rules of Conduct.
John served three terms on the Institute of Financial Advisers Board and was an Auckland Branch committee member for seven years.
ph: 027 536 2623
Senior Wealth Adviser, Auckland Forest Liu
Graduate Diploma of Business Studies in Personal Financial Planning, Bachelor of Commerce
Forest is a Financial Adviser with more than 13 years of experience.
Forest enjoys working with customers, helping them make wise and informed decisions about their finances and use a simplified investment solution to achieve their goals and objectives.
He is a member of Financial Advice New Zealand, achieved their designation of Certified Financial PlannerCM, and is bound by their Code of Ethics, Practise Standards, and Rules of Conduct.
Outside of work, Forest enjoys running, walking his dog, and pursuing spiritual happiness.
ph: 027 282 3201
Wealth Adviser, Auckland James Camons
Post-Graduate Diploma in Financial Planning
James is our Wealth Adviser for Auckland, joining us with over 20 years of experience working in the Wealth Management industry. He's dedicated to arming customers with the information needed to turn values and priorities into attainable financial goals, acting as a sounding board and voice of reason to provide the confidence and tools needed to make major investment decisions.
Before joining us at Kiwi Wealth, James worked as a Financial Planner across multiple Aotearoa-based Wealth Management companies. He is a member of Financial Advice New Zealand and is bound by their Code of Ethics, Practise Standards, and Rules of Conduct.
When he's not at work, James enjoys various forms of exercise, spending time with family, and enriching his knowledge with a good book.
ph: 027 299 1953
Senior Wealth Adviser, Hamilton Anthony Huggins
Graduate Diploma in Financial Planning, Financial Adviser
Anthony is the Senior Wealth Adviser for the Hamilton region, helping customers make the most of their finances.
He has over 20 years of experience in the financial services industry, with 17 years specialising in wealth. Prior to joining Kiwi Wealth, Anthony spent over 17 years working at ASB in a variety of roles. He's a member of Financial Advice New Zealand and is bound by their Code of Ethics, Practise Standards, and Rules of Conduct.
While Anthony is based in Hamilton, he also services the Waikato and Bay of Plenty. Outside of work, he enjoys time with family, going to the gym, keeping fit, and being a proud supporter of the Chiefs.
ph: 027 534 7131
Wealth Adviser, Wellington Vanessa Shaw
Postgraduate Diploma in Financial Planning, Financial Adviser
Vanessa is a Wealth Adviser for the Wellington region, with more than 10 years of experience in the financial services industry.
Before coming to Kiwi Wealth, Vanessa worked in a variety of roles at Westpac. She is a member of Financial Advice New Zealand and is bound by their Code of Ethics, Practise Standards, and Rules of Conduct.
ph: 027 247 2589
Senior Wealth Adviser, Wellington/Upper South Island Michele McGaughran
Bachelor of Business Studies, Postgraduate Diploma in Personal Financial Planning
Michele is the Senior Wealth Adviser overseeing the Wellington area and Upper South Island. She has over 19 years of experience in financial services, providing financial advice and financial plan writing services. She enjoys working collaboratively with people and organisations to help them achieve their goals.
She is a Certified Financial PlannerCM, member of Financial Advice New Zealand, holds their Trusted Adviser mark, and is bound by their Code of Ethics, Practice Standards, and Rules of Conduct.
Outside of work, Michele enjoys dancing and archery, both coaching beginner archers and practicing her own aim.
ph: 027 304 2427
Wealth Adviser, South Island Jay Bester
Bachelor of Commerce & Administration, Financial Adviser
Jay is one of our Wealth Advisers for the South Island. He enjoys his role as a financial adviser, as it gives him the privilege to help clients make smart and informed investment decisions. Jay works to ensure his clients have peace of mind that they have a sound financial plan in place to achieve their personal goals.
He has gathered experience in the financial service industry for over 10 years, starting in the accounting and banking sector after completing his studies before working his way into an advisory capacity.
Jay is a member of Financial Advice New Zealand and is bound by their Code of Ethics, Practise Standards, and Rules of Conduct.
Outside of work, he enjoys playing club tennis, keeping fit, and spending time with his two fluffy dogs.
ph: 027 276 5594