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
Stephany van der Werf
Head of Advice Development
Bevan O'Brien
Senior Wealth Management Adviser (Christchurch)
Gerard Shortall
Senior Wealth Management Adviser (Wellington)
Jamie Jack-Thomson
Senior Wealth Management Adviser (Wellington)
Nicholas Smith
Wealth Management Adviser (Christchurch)
Elliott Young
Wealth Management Adviser
Junior Asilusi
Wealth Management Adviser
Lauren Walker
Wealth Administration Manager
Steven Housley
Wealth Administration Manager
Paula D'Aragon
Wealth Administration Manager
Nick Zwi
Senior Client Adviser
Adam Godfrey
Senior Client Adviser
Victoria Carpenter
Senior Client Adviser
Amanda Ng
Senior Client Adviser (Christchurch)
Shesh Dimbulane
Senior Client Adviser (Wellington)
Helen Ottow
Wealth Administration Manager
Pearl Simeli
Wealth Administration Manager
Antonio Lucero
KiwiSaver Specialist
Annika Shallard
KiwiSaver Specialist
Hassan Qaiser
KiwiSaver Specialist
Nicholas Grant
KiwiSaver 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
Oliver Dunn
Portfolio Trading Associate
Luke O’Donovan
Quantitative Analyst
Eliza Adams
Middle Office Associate
Philip Tong
Investment Compliance 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.
Jody Kaye
Chief Financial Officer
Marcus Wild
Chief Marketing Officer
Jonathan Hayes
Head of Finance
Sharon Mackay
Head of Third Party Distribution
Melissa Thompson
Company Accountant
Matthew Manion
Fund Accountant
Mindy Li
Assistant Accountant
Emma Bell
Senior Manager Bank Distribution
Joanna Roberts
Marketing Communications Manager
Michael Gailey
Digital Acquisitions Manager
John McPherson
Technical Implementations Manager
Gladwin Mendez
Data & Information Security Officer
Sabrina Qi
Data Analytics Manager
Ben Littlewood
Head of Technology Transformation
Richard Ware
Service Owner
Shayne liu
Product Designer
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 Specialist
Rebecca Nolan
Advice Assurance Specialist
