Authorised Financial Advisers (AFA) & Registered Financial Advisers (RFA)

Auckland

Derry McLachlan CFP
Authorised Financial Adviser (AFA), Dip. Bus. Studies (Personal Financial Planning), Member IFA

42 Chatham Avenue
Albany
Auckland 0632

P: (09) 413 9090
F: (09) 413 9090
M: (0274) 940 394
E: Click to email...

Hamilton

Mike Frogley
Authorised Financial Adviser (AFA), Member IFA

PO Box 9410
28 Te Aroha St
Hamilton 3240

P: (07) 855 4003
F: (07) 855 1812
M: (021) 949 480
E: Click to email...

Wellington (Head Office)

Joe Byrne BA
Investment Director, Authorised Financial Adviser (AFA), Member IFA

PO Box 10-458
Level 2 Wakefield House 
90 The Terrace
Wellington 6143

P: (04) 910 2591
F: (04) 910 2590
E: Click to email...

Te Awamutu

David Samuel CFP
Authorised Financial Adviser (AFA), Dip. Bus. Studies (Personal Financial Planning), Member IFA

468 Sloane St
Te Awamutu 3800

P: (07) 871 4553
F: (07) 871 8841
E: Click to email...

Te Awamutu

Brian Baynes
Authorised Financial Adviser (AFA), Member IFA

468 Sloane St
Te Awamutu 3800

P: (07) 871 4553
F: (07) 871 8841
E: Click to email...

Matamata

Richard McLean
Authorised Financial Adviser (AFA), Member IFA

206 Station Rd, RD2
P O Box 146
Matamata 3440

P: (07) 888 9357
F: (07) 888 9270
M: (021) 987 281
E: Click to email...

Tauranga

Peter Hawes CFP
Authorised Financial Adviser (AFA),
Member IFA, Dip. Bus. Studies (Personal Financial Planning)

PO Box 13-318
Monmouth House
41 Monmouth Street
Tauranga 3110

P: (07) 579 0262
F: (07) 579 0292
M: (0274) 750 743
E: Click to email...

Bay of Islands

Keith Kietzman CFP
Authorised Financial Adviser (AFA), Member of Institute of Financial Advisers (IFA)

PO Box 853
9 Hobson Avenue
Kerikeri 0230

P: 0800 549 453
E: Click to email...

Tauranga

Gary Stewart CFP
Authorised Financial Adviser (AFA), Member IFA, Dip. Bus. Studies (Personal Financial Planning)

PO Box 13-249
43 Pyes Pa Road
Tauranga 3141

P: (07) 543 0389
M: (021) 614 431
E: Click to email...


Rotorua

1st Floor,
1260 Haupapa Street,
Rotorua

P: (07) 348 7426

Tauranga

Josh Hoskin CFP  BA
Authorised Financial Adviser (AFA), Member IFA, Dip. Bus. Studies (Personal Financial Planning), BA

PO Box 13-249
120  11th Ave 
Tauranga 3141

P: (07) 571 8899
M: (0274) 947 699
E: Click to email...

Napier

John Sumner CFP
Authorised Financial Adviser (AFA), Member IFA, Dip. Bus. Studies (Personal Financial Planning) MBA

PO Box 182
112 Hastings St
Napier 4141

P: (06) 974 3531
F: (06) 974 3539
E: Click to email...

Napier

Graeme Ryan
Authorised Financial Adviser (AFA), Member IFA, Dip. Bus. Studies (Personal Financial Planning)

PO Box 182
112 Hastings St
Napier 4141

P: (06) 974 3532
F: (06) 974 3539
E. Click to email...

 

Palmerston North

Bruce Parsons AFP ALU
Authorised Financial Adviser (AFA), Member IFA

PO Box 1783
Unit 2, 123 Queen Street
Northcote Park
Palmerston North 4440

P: (06) 355 4592
F: (06) 354 6720
M: (0274) 488 679
E: Click to email...

Palmerston North

Bernard Long CFP
Authorised Financial Adviser (AFA), Member IFA, Dip. Bus. Studies (Personal Financial Planning) N.Z Dip. L.A.

PO Box 1783
Unit 2, 123 Queen Street
Northcote Park
Palmerston North 4440

P: (06) 356 9878
F: (06) 350 7919
M: (027) 4486 937
E: Click to email...

Wellington

Stuart McLaren CFP
Authorised Financial Adviser (AFA), Member IFA, Dip. Bus. Studies (Personal Financial Planning)

PO Box 50 323
36 Staithes Drive Nth
Whitby, Porirua 5240

P: (04) 235 0169
F: (04) 235 0165
E: Click to email...

Wellington

Ian Campbell CFP
Authorised Financial Adviser (AFA), Member IFA, Dip. Bus. Studies (Personal Financial Planning)

Unit 410,Stadium Gardens
103-115 Thorndon Quay
Wellington 6110

P: (04) 495 6378
E: Click to email...

 

Wellington

John Stapleton CFP
Authorised Financial Adviser (AFA), Member IFA, Dip. Bus. Studies (Personal Financial Planning)

Unit 410, Stadium Gardens
103-115 Thorndon Quay
Wellington 6110

P: (04) 495 6374
M: (027) 230 1556
E: Click to email...

Hutt Valley

Peter Donovan
Authorised Financial Adviser (AFA), Member IFA

PO Box 16-148
Te Horo 5544

P: (06) 364 3440
E: Click to email...

Hutt Valley

Stephen Musaphia CFP
Authorised Financial Adviser (AFA), Member IFA, Dip. Bus. Studies (Personal Financial Planning)

1 Pine Tree Lane
Korokoro
Lower Hutt 5045

P: (04) 589 1716
M: (0275) 504 662
E: Click to email...

Nelson/Tasman

Bill Dahlberg
Authorised Financial Adviser (AFA),
Member IFA, Dip. Bus. Studies (Personal Financial Planning)
Member Institute of Directors NZ 

PO Box 1207
43 Halifax St
Nelson 7040

P: (03) 548 7023
F: (03) 548 7029
M: (0274) 674 100
E: Click to email...

West Coast

Grant Ashby
Registered Financial Adviser (RFA), Member IFA 
FSP 61241

PO Box 343 
27 Albert St Mall 
Greymouth 7840

P: (03) 768 0938
F: (03) 769 4292
E: Click to email...