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The final Smart Investor Webinar of 2021 - 4pm, 9 December

Cath Lomax, Chief Client Officer, will be facilitating this session with Ashley Gardyne, Chief Investment Officer, and our Senior Portfolio Managers. They will share portfolio updates, key trends and lessons learned from 2021, and what could be in store for 2022.

Register here

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.

Bruce McLachlan

Bruce McLachlan »

Chief Executive Officer

Ashley Gardyne

Ashley Gardyne »

Chief Investment Officer

Cath  Lomax

Cath Lomax

Chief Client Officer

Nilesh Mistry

Nilesh Mistry »

Chief Operating Officer

Jody Kaye

Jody Kaye

Chief Financial Officer

Marcus Wild

Marcus Wild

Chief Marketing Officer

Sharon Mackay

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

Cath Lomax

Chief Client Officer

Allan Carella

Allan Carella »

Head of Advice Distribution - Auckland

Stephany  van der Werf

Stephany van der Werf

Head of Advice Development

Vicki Watson

Vicki Watson »

Senior Wealth Management Adviser

Kieron  Williams

Kieron Williams »

Senior Wealth Management Adviser

Louise  O'Brien

Louise O'Brien »

Senior Wealth Management Adviser

Sharon Webber

Sharon Webber »

Senior Wealth Management Adviser

Bevan O'Brien

Bevan O'Brien

Senior Wealth Management Adviser (Christchurch)

Gerard Shortall

Gerard Shortall

Senior Wealth Management Adviser (Wellington)

Jamie Jack-Thomson

Jamie Jack-Thomson

Senior Wealth Management Adviser (Wellington)

Nicholas Smith

Nicholas Smith

Wealth Management Adviser (Christchurch)

Aaron  Hinks

Aaron Hinks »

Wealth Management Adviser

Guy  Sloan

Guy Sloan »

Wealth Management Adviser

Carl  Brungar

Carl Brungar »

Wealth Management Adviser

Elliott  Young

Elliott Young

Wealth Management Adviser

Junior  Asilusi

Junior Asilusi

Wealth Management Adviser

Lauren  Walker

Lauren Walker

Wealth Administration Manager

Steven  Housley

Steven Housley

Wealth Administration Manager

Paula D'Aragon

Paula D'Aragon

Wealth Administration Manager

Nick  Zwi

Nick Zwi

Senior Client Adviser

Adam  Godfrey

Adam Godfrey

Senior Client Adviser

Tomas Thurston

Tomas Thurston »

Senior Client Adviser

Victoria Carpenter

Victoria Carpenter

Senior Client Adviser

Amanda Ng

Amanda Ng

Senior Client Adviser (Christchurch)

Shesh Dimbulane

Shesh Dimbulane

Senior Client Adviser (Wellington)

Helen Ottow

Helen Ottow

Wealth Administration Manager

Pearl Simeli

Pearl Simeli

Wealth Administration Manager

Antonio  Lucero

Antonio Lucero

KiwiSaver Specialist

Annika Shallard

Annika Shallard

KiwiSaver Specialist

Hassan Qaiser

Hassan Qaiser

KiwiSaver Specialist

Nicholas Grant

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.

Ashley Gardyne

Ashley Gardyne »

Chief Investment Officer

Mark Brighouse

Mark Brighouse »

Chief Investment Strategist

Angela Quirk

Angela Quirk »

Head of Trading

David McLeish

David McLeish »

Head of Fixed Income

Sam  Dickie

Sam Dickie »

Senior Portfolio Manager — New Zealand Shares and Property & Infrastructure

Robbie Urquhart

Robbie Urquhart »

Senior Portfolio Manager — Australian Shares

Quin Casey

Quin Casey »

Portfolio Manager - Credit

Brent Buchanan

Brent Buchanan »

Head of Direct Property

Kate Meyers

Kate Meyers

Institutional Client Relationship Manager

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

Harry  Smith

Harry Smith »

Senior Investment Analyst

Matt Peek

Matt Peek »

Investment Analyst — New Zealand Shares and Property & Infrastructure

Michael Bacon

Michael Bacon »

Senior Investment Analyst

Lyle  McNee

Lyle McNee »

Senior Investment Analyst - Fixed Interest

Delano Gallagher

Delano Gallagher »

Senior Investment Analyst - Australian Shares

Oliver  Dunn

Oliver Dunn

Portfolio Trading Associate

Luke O’Donovan

Luke O’Donovan

Macro Analyst

Eliza  Adams

Eliza Adams

Middle Office Associate

Philip Tong

Philip Tong

Investment Compliance Analyst

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

Vanessa Jenness

Vanessa Jenness

Risk & Compliance Manager | Privacy Officer

Rebecca Nolan

Rebecca Nolan

Advice Assurance 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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