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
Wealth Management Adviser

Elliott Young
Senior Client Adviser

Junior Asilusi
Senior Client Adviser

Nick Zwi
Senior Client Adviser

Helen Ottow
Wealth Administration Manager

Rebecca Nolan
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.

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

Sharon Mackay
Head of Third Party Distribution

Melissa Thompson
Company Accountant

Matthew Manion
Fund Accountant

Mindy Li
Assistant Accountant

Kate Meyers
Institutional Client Relationship Manager

Emma Bell
Senior Manager Bank Distribution

Adam Godfrey
Distribution Support Manager

Joanna Roberts
Marketing Communications Manager

David Neubauer
Marketing Automation Manager

Michael Gailey
Digital Acquisitions Manager

John McPherson
Technical Implementations Manager

Gladwin Mendez
Data & Information Security Officer

Ben Littlewood
Digital Product Delivery Manager

Shayne liu
Product Designer

Richard Ware
Service Owner

Pooja Bajaj
Salesforce Administrator & Analyst

Sabrina Qi
Data Analytics 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.