Leadership team
We have a dedicated team of people who provide marketing, communications, accounting, finance, operations, advice and administrative functions to support the delivery of a successful investing experience for clients with Fisher Funds.

Cath Lomax
Chief Client Officer

Jody Kaye
Chief Financial Officer

Marcus Wild
Chief Marketing Officer

Sharon Mackay
Head of Third Party Distribution
Advice team
Our financial advisers will not promise you a path to riches based on a secret formula or magic ability to pick winning investments. But they will help you sort out your financial goals and work with you to develop a plan to achieve them. Our advisers can give you confidence that our future plans are achievable, and if you are not on track, we can help you put the right strategy in place (or come up with more reasonable goals).

Cath Lomax
Chief Client Officer

Bevan O'Brien
Senior Wealth Management Adviser (Christchurch)

Elliott Young
Senior Wealth Management Adviser

Gerard Shortall
Senior Wealth Management Adviser (Wellington)

Jamie Jack-Thomson
Senior Wealth Management Adviser (Wellington)

Nicholas Smith
Senior Wealth Management Adviser (Christchurch)

Adam Godfrey
Wealth Management Adviser

Junior Asilusi
Wealth Management Adviser

Tiffany Yee
Wealth Management Adviser

Victoria Carpenter
Wealth Management Adviser

Anna Kirkhorn
Wealth Administration Manager

Helen Ottow
Wealth Administration Manager

Lauren Walker
Wealth Administration Manager

Paula D'Aragon
Wealth Administration Manager

Steven Housley
Wealth Administration Manager

Amanda Ng
Senior Client Adviser (Christchurch)

Erwin Lackar
Senior Client Adviser

Hassan Qaiser
Senior Client Adviser

Jeremy Wilson
Senior Client Adviser

Nicholas Grant
Senior Client Adviser

Shesh Dimbulane
Senior Client Adviser (Wellington)

Antonio Lucero
Team Leader – KiwiSaver & Managed Funds Specialist

Annika Shallard
KiwiSaver & Managed Funds Specialist

George Ring
KiwiSaver & Managed Funds Specialist

Murtaza Haidermota
KiwiSaver Specialist

Sarah Ratcliffe
KiwiSaver Specialist

Kalasia Senico
KiwiSaver & Managed Funds Specialist

Harry Miskimmin
KiwiSaver & Managed Funds Specialist

Sofia Kurkiewicz
KiwiSaver & Managed Funds Specialist
Investment team
Our 20 strong investment team is one of New Zealand's largest and collectively our team has more than 300 years investing experience in New Zealand and around the world. Our "best of breed" approach ensures that you benefit from experienced, informed decision making by seasoned professionals.

Kate Meyers
Institutional Client Relationship Manager

Daniel Moser
Investment Analyst — International Equities

Lily Zhuang
Investment Analyst — International Equities

Oliver Dunn
Portfolio Trading Associate

Luke O’Donovan
Macro Investment Analyst

Eliza Adams
Middle Office Associate

Philip Tong
Investment Compliance Analyst

Kade Kampsof
Middle Office Associate
Product & Compliance team
Our compliance team work hard behind the scenes helping Fisher Funds meet their regulatory commitments; for example, making sure that our product information includes everything you need to know about the benefits and risks of investing with us. They also educate our team about the rules and regulations so that we can protect your interests and help you when legislation changes.