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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

Cath Lomax

Chief Client Officer

Vicki Watson

Vicki Watson »

Senior Wealth Management Adviser

Dal Jandu

Dal Jandu »

Senior Wealth Management Adviser

Kieron  Williams

Kieron Williams »

Wealth Management Adviser

Allan Carella

Allan Carella »

Wealth Management Adviser

Louise  O'Brien

Louise O'Brien

Wealth Management Adviser

Aaron  Hinks

Aaron Hinks »

Senior Client Adviser

Carl  Brungar

Carl Brungar »

Senior Client Adviser

Guy  Sloan

Guy Sloan »

Senior Client Adviser

Jack Brock

Jack Brock »

Senior Client Adviser

Kerry  Stretton

Kerry Stretton

Senior Client Adviser

Lee-Anne  Scarth

Lee-Anne Scarth »

Senior Client Adviser

Sharon Webber

Sharon Webber »

Senior Client Adviser

Helen Ottow

Helen Ottow

Wealth Administration Manager

Rebecca Nolan

Rebecca Nolan

Wealth Administration Manager

Pearl Kujinga

Pearl Kujinga

Wealth Administration Manager

Sandy Gribble

Sandy Gribble

Wealth Administration Manager

Tomas Thurston

Tomas Thurston »

KiwiSaver Specialist

Client Services team

Client Services is the first port of call for most of our clients when they contact Fisher Funds. With more than 250,000 clients to look after, the team answers hundreds of phone calls and emails each day, all with a spring in their step and a smile in their voice. The team has a broad range of skills and knowledge to help our clients whatever the topic.

Mo Odedra

Mo Odedra

Head of Client Services

Carly  Bartlett

Carly Bartlett

Senior KiwiSaver Specialist

Hassan Qaiser

Hassan Qaiser

KiwiSaver Specialist – Client Engagement

Elliott  Young

Elliott Young

Client Relationship Manager

Kalasia  Senico

Kalasia Senico

KiwiSaver Specialist

Nicholas Grant

Nicholas Grant

KiwiSaver Specialist

Nina  Lin

Nina Lin

KiwiSaver Specialist

Harry Scott

Harry Scott

Senior Client Relationship Manager

Cedella  Ujdur-Jones

Cedella Ujdur-Jones

Client Relationship Manager

Debs Raj

Debs Raj

Client Relationship Manager

Junior  Asilusi

Junior Asilusi

Client Relationship Manager

Nick  Zwi

Nick Zwi

Client Relationship Manager

Sheshan  Dimbulane

Sheshan Dimbulane

Client Relationship Manager

Tammy  Bailey

Tammy Bailey

Client Relationship Manager

Investment team

Our 19 strong investment team is one of New Zealand's largest and collectively our team has more than 200 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.

Mark Brighouse

Mark Brighouse »

Chief Investment Strategist

Frank Jasper

Frank Jasper »

Chief Investment Officer

Angela Quirk

Angela Quirk »

Head of Trading

David McLeish

David McLeish »

Senior Portfolio Manager — Fixed Interest

Ashley Gardyne

Ashley Gardyne »

Senior Portfolio Manager — International Shares

Sam  Dickie

Sam Dickie »

Senior Portfolio Manager — New Zealand Shares and Property & Infrastructure

Robbie Urquhart

Robbie Urquhart »

Senior Portfolio Manager — Australian Shares

Terry Tolich

Terry Tolich »

Senior Investment Analyst — Australian Shares

Chris Waters

Chris Waters »

Senior Investment Analyst — International Shares

Matt Logan

Matt Logan »

Senior Investment Analyst — Fixed Interest

Quin Casey

Quin Casey »

Senior Investment Analyst — Fixed Interest

Harry  Smith

Harry Smith »

Senior Investment Analyst

Lyle  McNee

Lyle McNee »

Investment Analyst - Fixed Interest

Delano Gallagher

Delano Gallagher »

Investment Analyst — Australian Shares

Matt Peek

Matt Peek »

Investment Analyst — New Zealand Shares and Property & Infrastructure

Brent Buchanan

Brent Buchanan »

Head of Direct Property

Oliver  Cox

Oliver Cox »

Investment Analyst — Fisher Institutional Property Fund

Luke O’Donovan

Luke O’Donovan

Quantitative Analyst

Professional Services team

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

Bruce McLachlan

Bruce McLachlan »

Chief Executive Officer

Jody Kaye

Jody Kaye

Chief Financial Officer

Vedran Babic

Vedran Babic

Chief Operating Officer

Marcus Wild

Marcus Wild

Chief Marketing Officer

Patrick  Tusega

Patrick Tusega

Head of Finance

Michael Raynes

Michael Raynes

Head of Distribution

Melissa Thompson

Melissa Thompson

Company Accountant

Tijana  Monteiro

Tijana Monteiro

Fund Accountant

Mindy  Li

Mindy Li

Assistant Accountant

Kate Meyers

Kate Meyers

Institutional Client Relationship Manager

Sam  Conway

Sam Conway

Distribution Support Manager

Joanna Roberts

Joanna Roberts

Marketing Communications Manager

David  Neubauer

David Neubauer

Marketing Automation Manager

John McPherson

John McPherson

Systems & Data Specialist

Michael  Gailey

Michael Gailey

Digital Acquisitions Manager

Ben Littlewood

Ben Littlewood

Digital Product Delivery Manager

Steve Matson

Steve Matson »

Senior Manager, Strategic Initiatives

Administration Team

Our Administration Team is a core part of the operations at Fisher Funds, working hard behind the scenes to support other departments in assisting our clients. The team manage thousands of client requests each month (such as applications, investment switches and withdrawals) to ensure our clients' investment needs are met in timely, accurate and efficient manner.

Renee Bienaime

Renee Bienaime

Client Administration Team Manager

Antonio  Lucero

Antonio Lucero

Client Administration Manager

Ariana Billington

Ariana Billington

Client Administration Manager

Hannah  Langston

Hannah Langston

Client Administration Manager

Lauren  Walker

Lauren Walker

Client Administration Manager

Shweta  Patpatia

Shweta Patpatia

Client Administration Manager

Olivia  Wordsworth

Olivia Wordsworth

Office Coordinator

Sophie Sargent

Sophie Sargent

AML Operations Support Manager

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.

Elizabeth  Robertson

Elizabeth Robertson

Head of Risk & Compliance

Doug Booth

Doug Booth

Senior Product Manager

Tim Brien

Tim Brien

Product Manager

Brandon Stanaway

Brandon Stanaway

Risk & Compliance Manager

Emma Bell

Emma Bell

Risk & Compliance Specialist

Listed Investment Companies team

This team provides administrative, accounting and client support for each of our listed investment companies; Kingfish, Barramundi and Marlin Global. These companies are listed on the New Zealand stock exchange main board and provide New Zealand investors with access to hand-picked portfolios of New Zealand, Australian and International growth companies respectively.

Wayne  Burns

Wayne Burns

Corporate Manager

Beverley Sutton

Beverley Sutton

Administration Manager

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