The Right Fit Quiz

Real People. Real Advice

Get to know the Advisers who make up the IFAA community – experienced, down-to-earth professionals who put people first.

Meet the IFAA Members

Use the filter below to see IFAA Members and where they are based.

Adam Currey

Adam joined the financial services industry in 2006 after 20 years as a professional pilot, including time with the RNZAF. He holds an MBA from Southern Cross University and completes ongoing accr...
Auckland
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Blair Bennett

Blair joined MacKay Financial Advice & Solutions in 2010 as a Financial Adviser and is their specialist Mortgage Broker. He has over 30 years’ experience in the banking and financial services...
Wellington
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Brad MacDonald

Brad is an experienced Financial Adviser with seven years of experience in the financial services sector. Brad, a Hawke’s Bay local, and his wife, Yvette, have lived in Hastings for over 20 ...
Napier
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Brett Stonham

Brett Stonham has over 35 years of experience in the financial services sector, providing a comprehensive range of insurance, including life, trauma, disability, health, income protection, mortgag...
Auckland
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Bryan Scott

Bryan works across Investments, Insurance, and Financial Planning, offering a broader perspective than most Advisers. By linking these areas, he ensures that clients see the full picture of their ...
Queenstown
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Calum MacLeod

Calum MacLeod leads Policywise, a New Zealand-based company focused on providing clear, well-structured insurance advice without the hard sell. With a background in high-performing sales roles, Ca...
Tauranga
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Carey Church

Carey is an experienced Ethical Investments Adviser, Financial Planner, CFP, and CLU, with an LLB (Hons-1st) and BSc. Passionate about helping clients achieve their financial goals, she has been g...
Cambridge
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Chris Cornford

Chris joined MacKay Financial Advice & Solutions in 2011, bringing five years of experience in financial services. With a background in senior sales and customer service roles, Chris also ran...
Wellington
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Chris MacKay

Chris MacKay is the Managing Director of Chris MacKay Financial Planning (CMFP) with over 40 years of experience as an investment and insurance Adviser. He holds a BCA from Victoria University of ...
Wellington
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Damian Alexander

Damian Alexander is committed to putting his clients’ interests first, believing that success follows when clients are well-served. With over 30 years of combined experience in the insurance...
Wellington
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David Jochem

Since 1997, David has specialised in Risk Insurance, helping New Zealanders protect what matters most. With extensive experience across Life, Medical, Income Protection, Mortgage Protection, Disab...
Christchurch
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Emily Donaldson

Emily is a Mortgage Adviser and with over 10 years in the finance industry, Emily brings a strong passion for helping people achieve their financial and mortgage goals. After time in the commercia...
Christchurch
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Adam Currey

Adam joined the financial services industry in 2006 after 20 years as a professional pilot, including time with the RNZAF. He holds an MBA from Southern Cross University and completes ongoing accr...
Auckland
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Brett Stonham

Brett Stonham has over 35 years of experience in the financial services sector, providing a comprehensive range of insurance, including life, trauma, disability, health, income protection, mortgag...
Auckland
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Nicola Jones

Nicola Jones is a Financial Adviser and owner-director of Nicola Jones Financial Services Ltd. After completing a university degree in finance in the USA, Nicola began her career in the insurance ...
Auckland
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Paul Greenwood

Paul has 36 years of experience in the insurance sector, providing advice to individuals, SMEs, and corporate clients. After an original career in the printing and packaging industry, Paul moved i...
Auckland
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Rod Mudgway

Rod is a highly regarded financial Adviser with over 25 years of experience in the financial services sector. He founded Brackenridge Financial Solutions in 2000, providing tailored financial solu...
Auckland
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Roy Norris

Roy Norris has over 35 years of experience in the financial services sector, specialising in business risk management for professionals and SMEs. Based in Auckland, he provides solutions such as s...
Auckland
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Theresa Hatton

Theresa began her career in the Financial Industry straight from school, developing extensive knowledge over a 20-year period before deciding in 2002 to become a financial Adviser herself. Special...
Auckland
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Yupar Oo

Yupar has over 15 years of experience in the financial services industry, with a background in finance and banking in both New Zealand and Singapore. She holds a Bachelor of Business Studies degre...
Auckland
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Shaun Vining

Shaun works throughout the Queenstown / Southland / Otago region, providing a truly personal service to his clients. He works with his clients to assess their current situation and work out the be...
Balclutha
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Carey Church

Carey is an experienced Ethical Investments Adviser, Financial Planner, CFP, and CLU, with an LLB (Hons-1st) and BSc. Passionate about helping clients achieve their financial goals, she has been g...
Cambridge
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Melanie Watson

Mel’s main goal is to provide “easy-to-understand” financial advice for young families and business owners by assisting them in creating insurance packages that cater to their individual needs. Wi...
Cambridge
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Paul Swarbrick

Paul is an Ethical Investments Adviser and Financial Planner at Moneyworks, helping both membership fee and non-membership clients achieve their financial and ethical investing goals. He specialis...
Cambridge
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Peter Church

Peter is an experienced Financial Planner, Ethical Investment Adviser, and CFP. After starting his career in accountancy and pursuing a degree in Business Studies, Peter transitioned to a professi...
Cambridge
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David Jochem

Since 1997, David has specialised in Risk Insurance, helping New Zealanders protect what matters most. With extensive experience across Life, Medical, Income Protection, Mortgage Protection, Disab...
Christchurch
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Emily Donaldson

Emily is a Mortgage Adviser and with over 10 years in the finance industry, Emily brings a strong passion for helping people achieve their financial and mortgage goals. After time in the commercia...
Christchurch
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Frank Wood

Frank Wood, owner of Forwood for Life, brings years of industry experience and a commitment to cost-effective insurance solutions. He promotes Level premium insurance, offering stability with fixe...
Invercargill
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James Moodie

I am a financial advisor at Steve Oliver Financial Services Limited, with a focus on simplifying financial matters for my clients. Married to Hanna Moodie, I have two stepdaughters and a daughter,...
Invercargill
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Steve Oliver

I am a proud Southlander, married to Marcia, and together we have three children: Sophie, Katie, and Carter. With a career spanning since 1990 in the financial services industry, I have experience...
Invercargill
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Matt Sale

Matt joined the team at Steve Sale Insurance + Mortgages in January 2021. He has completed his New Zealand Certificate in Financial Services Residential Property Lending, General Insurance and Inv...
Masterton
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Steve Sale

Steve has been in the insurance industry for over 35 years, the last 20 in the life industry, and is a Financial Advice Provider. He has accreditation from all major insurers to provide their prod...
Masterton
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Brad MacDonald

Brad is an experienced Financial Adviser with seven years of experience in the financial services sector. Brad, a Hawke’s Bay local, and his wife, Yvette, have lived in Hastings for over 20 ...
Napier
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Mark Sheehan

My brief is to help New Zealanders become financially free by ensuring all their financial structures, savings, mortgages, and insurances are working towards their goals. I have been an independen...
Nelson
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Peter Ogilvie

Peter Ogilvie has been providing expert financial advice since 1999 and established Ogilvie Financial Solutions Ltd in 2014. He has developed a strong rapport and trust throughout the community, d...
Nelson
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Sam Squire

With 6 years of experience as a financial advisor, I have helped individuals and businesses protect their assets and navigate the complexities of risk insurance. What I enjoy most about my work is...
Nelson
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Warren Borlase

As a self-employed financial Adviser since 1986, I have always strived to improve the quality of service provided to clients while keeping ahead of public demand for improving standards of practic...
Nelson
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Bryan Scott

Bryan works across Investments, Insurance, and Financial Planning, offering a broader perspective than most Advisers. By linking these areas, he ensures that clients see the full picture of their ...
Queenstown
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Grant Maddison

Born and raised in Invercargill, Grant has a 30-year career in insurance and financial advice. He began with AMP in 1991, rising to Principal Adviser, managing over 20 Advisers. In 1999, he establ...
Queenstown
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John Gaudion

John has been a Licensed Financial Adviser helping clients to sort out their financial future since 2015. Living in Queenstown, John has clients throughout Central Otago and Southland, along with ...
Queenstown
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Sandra Maddison

Sandra has over 12 years of experience in the Financial Services Industry, working as an Insurance Advisor and Account Manager for ASB. With extensive experience in banking, insurance, account man...
Queenstown
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Calum MacLeod

Calum MacLeod leads Policywise, a New Zealand-based company focused on providing clear, well-structured insurance advice without the hard sell. With a background in high-performing sales roles, Ca...
Tauranga
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Blair Bennett

Blair joined MacKay Financial Advice & Solutions in 2010 as a Financial Adviser and is their specialist Mortgage Broker. He has over 30 years’ experience in the banking and financial services...
Wellington
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Chris Cornford

Chris joined MacKay Financial Advice & Solutions in 2011, bringing five years of experience in financial services. With a background in senior sales and customer service roles, Chris also ran...
Wellington
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Chris MacKay

Chris MacKay is the Managing Director of Chris MacKay Financial Planning (CMFP) with over 40 years of experience as an investment and insurance Adviser. He holds a BCA from Victoria University of ...
Wellington
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Damian Alexander

Damian Alexander is committed to putting his clients’ interests first, believing that success follows when clients are well-served. With over 30 years of combined experience in the insurance...
Wellington
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George MacKay

George has been working in the financial services industry since early 2016 and provides insurance advice and “class advice” on KiwiSaver plans. He previously had an eight-year career in the plumb...
Wellington
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Hans van der Wilt

Hans began his financial career in 1986 as a dealer in London before returning to New Zealand in 1990 to work as an Advisor with National Mutual Life. In 1999, he founded van der Wilt Financial Li...
Wellington
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Ian Jordan

Ian has over 40 years of experience as a Financial Adviser, having started his career in the U.K. in 1982. He holds several qualifications, including the U.K. Institute of Financial Services (IFS)...
Wellington
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Isaac Vickers

Isaac earned a finance degree from Massey University in 2014 and began his career as an analyst at the NZX. In 2017, he transitioned to financial planning, contracting his services to Blue Canoe i...
Wellington
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Nicky Alexander

Nicky Alexander is the co-founder of Wellington-based New Zealand Financial Brokers. Specialising in personal and business financial risk solutions, Nicky offers life insurance, income protection,...
Wellington
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Robbie Schneider

Robbie Schneider has been helping New Zealanders safeguard their financial future since 2003. Specialising in risk management and investment advice, Robbie offers expert guidance to individuals an...
Wellington
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Samuel Rees-Thomas

Samuel is an experienced financial Adviser based in Wellington, specialising in personal and business insurance solutions, including life, income protection, disability, trauma, and health insuran...
Wellington
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