tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Friday, November 22nd, 6:31PM

People

rss
People

Trustees Executors appoints new private wealth advisers

Trustees Executors has been building its adviser force to complement existing trust managers and trust officers. Four new AFAs have joined the nationwide private wealth team.

Thursday, December 1st 2011, 11:51AM

David RendellDavid Rendell (pictured right) joins the Auckland Private Wealth team. Originally from the UK, David brings with him international experience in the financial services industry and has worked with some of the world’s largest banks and building societies providing comprehensive investment and financial planning advice.

Ross Sheerin is responsible for the Bay of Plenty/Waikato region has over 13 years experience as an investment adviser and financial planner.  Ross brings a wealth of experience and qualifications to his role and is a CFPCM practitioner. 

Helen Chapman is a CFP practitioner with over 11 years experience as an investment adviser and financial planner.  Helen joins the Wellington team with a focus on providing tailored investment and financial planning services to Trustees Executors’ clients.

Gary McFadyen (pictured left) was recently recruited to join Helen Chapman in the Wellington team. He has a diversified professional background that includes over 25 years with the financial services industry. 

Much like the others, it will be Gary’s focus to provide personalised financial advice and investment management solutions to his clients.  

« AIA New Zealand announces new relationship roleSimon Fisher takes on CEO role »

Special Offers

Commenting is closed

 

print

Printable version  

print

Email to a friend
Slideshow

Tuesday, November 26th 2024
Partners Life Spring into Summer roadshow
Waikato

Thursday, November 28th 2024
Partners Life Spring into Summer roadshow
Auckland

Thursday, November 28th 2024
Nature Working Group Meeting #4, 2024
Nationwide

Tuesday, December 3rd 2024
Launch of Responsible Investment Benchmark Report 2024 Aotearoa NZ
Nationwide

Tuesday, December 3rd 2024
Partners Life Spring into Summer roadshow
Wellington

Tuesday, December 3rd 2024
RI BENCHMARK REPORT 2024 AOTEAROA NZ
Nationwide

Wednesday, December 4th 2024
Partners Life Spring into Summer roadshow
Canterbury

Thursday, December 5th 2024
Aotearoa Collaborative Working Group Meeting #4 2024
Wellington

Wednesday, December 11th 2024
Responsible Investment Association Australasia AGM 2024 (RIAA member only)
Offshore

Tuesday, March 4th 2025
Meet the Managers Roadshow
Wellington

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com