Georgie Miles
Georgie joined AdviceFirst over four years ago, bringing extensive hands-on experience from 15 years working in the financial services industry. Georgie has a strong background in senior operational management. This includes the development of effective technologies, facilities, compliance, reporting and infrastructure to support business growth and improved outcomes for clients. Georgie leads the team of […]
Mark Ennis
Mark joined AdviceFirst as its Chief Executive Officer in 2013 bringing over 25 years’ senior management experience to his role. Mark has expertise in strategy, marketing and acquisitions. In his current role as Managing Director his passion is leading a team that is focused on delivering an exceptional client experience so that our clients can […]
Emma Bevin
Emma provides advice and guidance on every aspect of our employee experience to support our crew to help clients realise a better financial future. Emma graduated from Victoria University with a Bachelor of Commerce & Administration majoring in Human Resources, Industrial Relations & Commercial Law. She has been working in the field of HR for […]
Andy Vines
Andy paves the way for exceptional service quality and regulatory excellence at AdviceFirst, trading as enable.me, ensuring we deliver best-in-class service to all of New Zealand. As Quality Assurance and Compliance Manager, Andy is committed to upholding the highest standards of advice quality, ensuring compliance, and delivering consistently positive outcomes for our clients. Andy joined […]
Wendy Chen
Wendy is passionate about getting to understand her clients’ needs, giving appropriate advice and ultimately helping them to reach their goals. Wendy has over 10 years experience in both public sector and private sector including over 6 years in the financial industry. Prior to this, Wendy studied at Victoria University of Wellington achieving a Bachelor […]
John Kuypers
John has over 14 years of experience in the Financial Services industry, working for some of New Zealand’s major insurance providers and banks. His determination, persistence, in-depth knowledge of risk insurance, and understanding of the broader financial sector support him in delivering positive outcomes for his clients. Outside of work, John is an accomplished musician […]
Jonathan He
Jonathan is passionate about life, disability, and health insurance and enjoys providing exceptional personalised advice to help individuals, couples, and families protect their most valuable assets: their lifestyle, health, and ability to stay financially secure through any unforeseeable circumstances. Jonathan is passionate about meeting with his clients, whether face-to-face or online. He develops a thorough […]
Willie Moala
Willie Moala is our National Insurance Lead with over 16 years’ industry experience in New Zealand. His early expertise was honed at AXA Insurance, and at AdviceFirst, where he gained his professional qualifications before branching out to manage his own business which he later sold in 2020. Outside the office, Willie enjoys travelling locally and […]
Shane Downey
Shane is a wealth management expert with over 25 years’ industry experience. He specialises in strategic investment and retirement planning. Shane works closely with clients and their professional counsel – including lawyers and accountants – to develop effective investment solutions that lead to good outcomes for those clients. He has extensive experience as a financial […]
Stuart Baddeley
Stuart works with his clients to build and manage their wealth through an in-depth consultative process creating a customised financial roadmap to enable clients to get their financial house in order and to realise a better financial future. Stuart has worked in the financial advice industry for over 15 years including 9 years for a […]
