Experience

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  AndCo Mortgages

  • Wellington, Wellington Region, New Zealand

  • Director, Financial Adviser

    • May 2021 - Present
    • Wellington, Wellington Region, New Zealand
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  Isbister Partners

  • Tauranga, New Zealand

  • Director, Financial Adviser

    • Aug 2016 - Present
    • Tauranga, New Zealand

    Providing personalised and impartial investment and mortgage solutions for individuals, trusts, families and small businesses. We work with clients to develop and implement investment strategies to achieve their goals. We build broadly diversified portfolios across shares, property and fixed ...

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  TOP - The Opportunities Party

  • North Shore, Auckland, New Zealand

  • Political Candidate

    • Aug 2017 - Nov 2017
    • North Shore, Auckland, New Zealand

    Enjoyed running for TOP and proud to achieve almost 5% of the electorate vote.

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  SBS Bank

  • New Zealand
  • Banking
  • 200 - 300 Employee

  • National Manager, Mobile and Alliances

    • Dec 2014 - Jul 2016

    My role is diverse and has three facets. Firstly I am responsible for leading a team of mortgage experts accross the country. The team specialise in assisting first home buyers, building projects, renovations, your next home purchase, building your rental investment portfolio and utilising equity in your home to enjoy retirement.I am also responsible for leading business development with third party Alliances and of specialist lifestage products to add value to our existing and prospective members.Lastly I am involved in the onboarding and relationship management of intermediaries.

  • Regional Manager, Auckland

    • Jun 2013 - Dec 2014

    Develop and implement a distrubtuion and business development strategy for SBS Bank to enter the Auckland market. Looking for growth opportunties for SBS Bank to develop a presence in the Auckland market.

  • Branch Manager

    • Jul 2010 - Jun 2013

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  ANZ

  • Auckland, New Zealand

  • National Sales Manager, Financial Consultants

    • Aug 2008 - Jun 2010
    • Auckland, New Zealand
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  National Bank of New Zealand

  • Remuera

  • Branch Manager

    • Jan 2004 - Aug 2008
    • Remuera

    Leading a team of up to sixteen people to provide superior customer service in the discerning Remuera market. A rewarding part of the role was to see so many of my team develop and move to other roles. We were also able to set up three school partnerships to educate primary school students abo...

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  National Bank of New Zealand

  • Kapiti Coast

  • Mobile Mortgage Manager

    • Jan 2000 - Sep 2002
    • Kapiti Coast

    First Mobile Mortgage Manager on the Kapiti Coast for National Bank. Role involved developing new business for National Bank through Business Development and marketing programs. The role was very rewarding being able to assist clients into first and subsequent homes, investment properties and e...

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  ASB Bank

  • Kapiti Coast

  • Personal Banker

    • 1998 - 1999
    • Kapiti Coast