Experience

First Capital Financial Services

• New Zealand
• Financial Services
• 1 - 100 Employee

• Director, Certified Financial Planner, Senior Investment Adviser

  • May 2013 - Present

  As an experienced financial adviser, Dai specialises in UK pension transfers and investment advice for personal clients, helping them to make informed decisions to achieve financial independence. Dai is a member of the professional institute, Financial Advice New Zealand, and was awarded the Presidents Award in 2011 for the leadership of the Canterbury Branch during his term as Branch Chair. Dai completed over 10 years on the Canterbury executive and represented members at national level. First Capital is a privately owned New Zealand financial advisory firm with a clear client first approach. First Capital provides a unique and inclusive approach to the financial planning process for both individual and corporate clients. This focus has brought together a team of talented and innovative professionals, all specialists in their fields, to provide tailored financial services for clients. Show less



Garrison Bridge Superannuation Scheme

• New Zealand
• Investment Management

• Director

  • Sep 2016 - Present

  Garrison Bridge Superannuation Scheme is one of the first dual registered schemes in New Zealand and Australia. Specifically designed for the purpose of receiving transfers from UK Pension transfers, the Garrison Bridge scheme has registered with HMRC as a QROPS. Dai is a Director of Garrison Bridge Advisory Services and is Adviser Liaison for offshore Advisers. Garrison Bridge Superannuation Scheme is one of the first dual registered schemes in New Zealand and Australia. Specifically designed for the purpose of receiving transfers from UK Pension transfers, the Garrison Bridge scheme has registered with HMRC as a QROPS. Dai is a Director of Garrison Bridge Advisory Services and is Adviser Liaison for offshore Advisers.



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Authorised Financial Advisor

  • Jun 2010 - May 2013

  Investment and Share Broker at Macquarie Private Wealth, Christchurch. Macquarie New Zealand was established in 1985. Offices in Auckland, Christchurch and Wellington. Macquarie New Zealand offers a comprehensive range of personal financial services, investment banking and property advisory and financing services. Our activities in New Zealand are complemented by the resources of Macquarie's international network of approximately 14,600 people in 28 countries. Investment and Share Broker at Macquarie Private Wealth, Christchurch. Macquarie New Zealand was established in 1985. Offices in Auckland, Christchurch and Wellington. Macquarie New Zealand offers a comprehensive range of personal financial services, investment banking and property advisory and financing services. Our activities in New Zealand are complemented by the resources of Macquarie's international network of approximately 14,600 people in 28 countries.