Georgie Miles
Georgie joined AdviceFirst 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 wealth management Advisers with […]
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 shapes the enable.me employee experience to ensure our people can do their best work and deliver strong outcomes for clients. By integrating culture, capability, performance and quality assurance, she creates an environment that supports sustained high performance and helps clients realise a better financial future. Emma graduated from Victoria University with a Bachelor of Commerce & Administration majoring […]
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 a dedicated Financial Adviser specialising in life, disability, and health insurance. He is passionate about helping individuals, couples, and families protect their most valuable assets – their lifestyle, health, and ability to remain financially secure through unforeseen circumstances. With a client-first approach, Jonathan takes the time to understand each client’s unique circumstances, goals, […]
Willie Moala
Willie Moala is our National Insurance Lead and responsible for managing our dedicated team of insurance advisers across the country. Willie has over 17 years’ industry experience in New Zealand, which includes 14 years as a Financial Adviser. His early expertise was honed at AXA Insurance, and at AdviceFirst, where he gained his professional qualifications […]
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 20 years including 9 years for a […]
Shane Gibson
Since 1991 Shane has been helping and advising his clients with all aspects of their life insurance needs. He is committed to help his clients be secure and well protected in all their insurance requirements. Shane values close and ongoing relationships as it is from these relationships he derives personal work satisfaction and where he […]
