Experience

Hobson Wealth

• New Zealand
• Financial Services
• 1 - 100 Employee

• Investment Adviser/Authorised Financial Adviser

  • Nov 2016 - Present

  Macquarie Private Wealth changed its name to Hobson Wealth Partners in November 2016. I continue to provide investment advice and portfolio management services to individuals, couples, trusts, charities and businesses. I am a past member of the Hobson Wealth Partners Investment Committee Macquarie Private Wealth changed its name to Hobson Wealth Partners in November 2016. I continue to provide investment advice and portfolio management services to individuals, couples, trusts, charities and businesses. I am a past member of the Hobson Wealth Partners Investment Committee



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Investment Adviser/Authorised Financial Adviser

  • Jun 2001 - Nov 2016

  Macquarie Private Wealth changed its name to Hobson Wealth Partners in November 2016. I worked with my clients to develop and implement personalised investment solutions providing them with peace of mind and the prospect of achieving their investment goals and objectives. This involved portfolio construction and management and NZX and ASX equity and bond advice. In 2011 I became a member of the Macquarie New Zealand Investment Committee Macquarie Private Wealth changed its name to Hobson Wealth Partners in November 2016. I worked with my clients to develop and implement personalised investment solutions providing them with peace of mind and the prospect of achieving their investment goals and objectives. This involved portfolio construction and management and NZX and ASX equity and bond advice. In 2011 I became a member of the Macquarie New Zealand Investment Committee



Ord Minnett

• Australia
• Financial Services
• 400 - 500 Employee

• Investment Advisor

  • Feb 1996 - Jun 2001

  NZX Advisor providing advice on NZX and ASX securities to individuals, trusts , and corporates. Ord Minnett was acquired by Chase in 2000 and in turn merged with JP Morgan that year. NZX Advisor providing advice on NZX and ASX securities to individuals, trusts , and corporates. Ord Minnett was acquired by Chase in 2000 and in turn merged with JP Morgan that year.



ANZ McCaughan

• Christchurch

• Investment Adviser

  • Aug 1992 - Feb 1996

  NZSE adviser providing advice on NZX and ASX securities NZSE adviser providing advice on NZX and ASX securities



Banque Indosuez

• Christchurch

• South Island Manager

  • Apr 1988 - Jun 1992

  Managing merchant banking and trade financing operation for French based global bank. Managing merchant banking and trade financing operation for French based global bank.



Sinclair Melbourne and Co

• Lyttelton

• Non Executive Director

  • Oct 1983 - Oct 1988

  Non executive director of family owned marine engineering business until its sale in 1988. Non executive director of family owned marine engineering business until its sale in 1988.



Mair Astley Group

• Christchurch

• Finance Executive/Treasurer

  • Oct 1983 - Mar 1988

  Advising management on group's debt and foreign currency positions and implementing policy and positioning to mange exposures and fund operations. Advising management on group's debt and foreign currency positions and implementing policy and positioning to mange exposures and fund operations.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Assistant Manager

  • Aug 1982 - Sep 1983

  Assisting Citibank Representative office manager in analysis of and relationship management of key corporate accounts involving lending, currency and interest rate swaps, perfromance bonds, BAs, and LCs. Assisting Citibank Representative office manager in analysis of and relationship management of key corporate accounts involving lending, currency and interest rate swaps, perfromance bonds, BAs, and LCs.



Marac Corporation

• Chrsutchurch/Auckland

• Corporate Services Manager/Trade Finance Controller

  • May 1980 - Jul 1982

  Lending and trade finance analysis, operations and relationship management Lending and trade finance analysis, operations and relationship management