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)
Gerard Shortall
Senior Wealth Management Adviser (Wellington)
Jamie Jack-Thomson
Senior Wealth Management Adviser (Wellington)
Elliott Young
Wealth Management Adviser
Junior Asilusi
Wealth Management Adviser
Nicholas Smith
Wealth Management Adviser (Christchurch)
Tiffany Yee
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
Adam Godfrey
Senior Client Adviser
Amanda Ng
Senior Client Adviser (Christchurch)
Erwin Lackar
Senior Client Adviser
Jeremy Wilson
Senior Client Adviser
Nick Zwi
Senior Client Adviser
Shesh Dimbulane
Senior Client Adviser (Wellington)
Victoria Carpenter
Senior Client Adviser
Antonio Lucero
Team Leader – KiwiSaver Specialist
Annika Shallard
KiwiSaver Specialist
Hassan Qaiser
KiwiSaver Specialist
Murtaza Haidermota
KiwiSaver Specialist
Nicholas Grant
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.
Elizabeth Robertson
Head of Risk & Compliance
Doug Booth
Senior Product Manager
Tim Brien
Product Manager
Brandon Stanaway
Risk & Compliance Manager
Vanessa Jenness
Risk & Compliance Manager | Privacy Officer
Rebecca Nolan
Advice Assurance Specialist
