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
Louise O'Brien
Wealth Management Adviser
Stephany van der Werf
Wealth Management Adviser
Elliott Young
Senior Client Adviser
Junior Asilusi
Senior Client Adviser
Kerry Stretton
Senior Client Adviser
Helen Ottow
Wealth Administration Manager
Rebecca Nolan
Wealth Administration Manager
Nick Zwi
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
Head of Client Services
Carly Bartlett
Senior KiwiSaver Specialist
Hassan Qaiser
KiwiSaver Specialist
Kalasia Senico
KiwiSaver Specialist
Nicholas Grant
KiwiSaver Specialist
Sofia Kurkiewicz
KiwiSaver Specialist
Harry Scott
Senior Client Relationship Manager
Adam Godfrey
Client Relationship Manager
Antonio Lucero
Client Relationship Manager
Cedella Ujdur-Jones
Client Relationship Manager
Debs Raj
Client Relationship Manager
Sheshan Dimbulane
Client Relationship Manager
Steven Housley
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.
Oliver Dunn
Portfolio Trading Associate
Luke O’Donovan
Quantitative Analyst
Eliza Adams
Middle Office Associate
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
Patrick Tusega
Head of Finance
Melissa Thompson
Company Accountant
Tijana Monteiro
Fund Accountant
Mindy Li
Assistant Accountant
Kate Meyers
Institutional Client Relationship Manager
Sam Conway
Distribution Support Manager
Joanna Roberts
Marketing Communications Manager
David Neubauer
Marketing Automation Manager
John McPherson
Technical Implementations Manager
Michael Gailey
Digital Acquisitions Manager
Ben Littlewood
Digital Product Delivery Manager
Sabrina Qi
Data Analytics Manger
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
Client Administration Team Manager
Ariana Billington
Client Administration Manager
Hannah Langston
Client Administration Manager
Lauren Walker
Client Administration Manager
Shweta Patpatia
Client Administration Manager
Tammy Bailey
Client Administration Manager
Olivia Wordsworth
Office Coordinator
Sophie Sargent
AML Operations Support Manager
