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Malcolm Jackson

Malcolm Jackson

CEO, FirstCape.

Malcolm is CEO of FirstCape. FirstCape is the entity that brings together Jarden Wealth, JBWere NZ, Harbour Asset Management and BNZ Investment Services.

Craig Patrick

Craig Patrick

Chief Executive Officer, Wealth Management.

Craig leads the FirstCape Wealth Management businesses with over 20 years’ experience in the financial services industry across private wealth management, investment management and fund administration.

Rebecca Drummond

Rebecca Drummond

Head of Wealth Advisory, Wealth Management.

Rebecca is part of the Wealth Advisory Management team and has been with Jarden since April 2021. She provides private wealth advisers with training in all aspects of financial advice, as well as support for day-to-day operations.

Aaron Shields

Aaron Shields

Director, Wealth Management Adviser.

Aaron Shields works with high-net-worth individuals and trusts to manage, grow, and protect their wealth through diversified investments.

Amanda Chen

Amanda Chen

Director, Wealth Management Adviser.

Amanda Chen works with colleagues Rob Hawkins and David Pretorius to provide investment advisory services to a full range of broking and portfolio management clients.

Andrew Atkinson

Andrew Atkinson

Wealth Management Adviser.

Andrew Atkinson provides strategic investment advice and portfolio management to individuals, family trusts and charitable trusts, helping clients manage their money and grow their wealth for the future.

Andrew Austin

Andrew Austin

Director, Wealth Management Adviser.

Andrew works with colleagues Angus Marks and Angela Harris to manage investment portfolios for charities, school foundations, high net worth individuals, family trusts and individual investors.

Andrew Ford

Andrew Ford

Wealth Management Adviser.

Andrew joined Jarden after over 20 years working for Heartland Group, including three and a half years as Chief Executive Officer of Heartland Australia.

Andrew Horton

Andrew Horton

Director, Wealth Management Adviser.

Andrew Horton specialises in managing clients’ capital on a discretionary basis. He enjoys the diversity of his clients and their stories, and the constant challenge of endeavouring to align investment strategies with their needs.

Angela Harris

Angela Harris

Wealth Management Associate.

Angela Harris plays a vital supporting role to five of Jarden’s wealth management advisers, enabling them to achieve successful outcomes for their clients.

Angus Marks

Angus Marks

Director, Wealth Management Adviser.

Angus works with colleagues Andrew Austin and Angela Harris to manage investment portfolios for charities, school foundations, high net worth individuals, family trusts and individual investors.

Anna Boland

Anna Boland

Director, Wealth Management Adviser.

Anna Boland joined Jarden’s Queenstown office in June 2019 and enjoys establishing and maintaining enduring relationships with her clients. Whether it is individuals, families and charitable trusts, Anna helps to manage, grow and protect their wealth through diversified investments strategies.

Anna Kay

Anna Kay

Wealth Management Adviser.

Anna works closely with colleagues Brent Greig and Ben Petro to provide investment advisory services to a full range of broking and managed portfolio clients.

Anton van der Wilt

Anton van der Wilt

Director, Wealth Management Adviser.

Anton van der Wilt manages clients’ investment capital, providing tailored advice so that clients can make informed investment decisions, and meet their financial goals.

Ben Petro

Ben Petro

Director, Wealth Management Adviser.

Ben Petro provides investment advice and portfolio management services to high net-worth individuals, family trusts and charitable organisations.

Ben Stewart

Ben Stewart

Global Equities Analyst, Wealth Research.

Ben covers global equities, focusing on companies across technology, payments, media and telecommunications. Ben co-manages Jarden’s Global Direct Equities reference portfolios, he believes in utilising diverse sources of information and research to provide the best outcome for clients and advisors.

Brent Greig

Brent Greig

Branch Manager, Wealth Management Adviser.

Brent Greig enjoys sharing his passion for the financial markets with his clients, and designing tailored investment solutions to help them meet their financial and lifestyle goals.

Brett Steven

Brett Steven

Director, Wealth Management Adviser.

Brett Steven provides investment advice and portfolio management services to family offices, private clients and offshore investors.

Brian Moss

Brian Moss

Director, Wealth Management Adviser.

Brian Moss works with a small, specialist advisory team primarily focused on discretionary investment management services (DIMS).

Bryan Shepherd

Bryan Shepherd

Director, Wealth Management Adviser.

With almost 30 years’ experience in financial services, Bryan Shepherd draws on his broad knowledge to advise private clients on how to protect and grow their wealth in a dynamic market.

Chris West

Chris West

Managing Director, Wealth Management Adviser.

Chris West works in a team with advisers Ralph Goodwin, Sam Stanley, Vanessa Otang and their wealth associate Lynda Wallis. Together, they invest and manage funds on a fully discretionary basis. He is passionate about helping clients achieve their investment goals.

Chris White

Chris White

Director, Wealth Management Adviser.

Chris White enjoys establishing and maintaining enduring relationships with his clients. Whether it is individuals, families and charitable trusts, Chris helps to protect and build their wealth for the long term.

David Pretorius CFA

David Pretorius CFA

Director, Wealth Management Adviser .

With extensive experience in investment management and advice across all asset classes, David Pretorius works with Rob Hawkins and Amanda Chen to provide discretionary and investment advisory services to a full range of broking and portfolio management clients.

Debra Phillips-Brown

Debra Phillips-Brown

Team Lead, Wealth Management Associate.

As a team lead, Debra supports a group of Wealth Management advisers and acts as a first point of contact for their clients.

Emma De Pree

Emma De Pree

Wealth Management Associate.

Emma De Pree assists a team of wealth management advisors in the Havelock North office, to ensure the efficient functioning and smooth running of their business.

Emma Townsend

Emma Townsend

Associate Wealth Management Adviser.

Emma enjoys building lasting relationships with clients and assists with overseeing client investment portfolios. Joining Jarden in 2020 as an Associate, Emma advanced her career in 2024 into the role of Associate Adviser, working closely with the Dunedin Wealth Advisers.

Felix Fok CFA

Felix Fok CFA

Director, Global Equities Analyst, Wealth Research.

Felix is a seasoned global investor with over 20 years of experience growing investment portfolios across multiple asset classes and geographies. Prior to joining Jarden Wealth in August 2024, he served as a Portfolio Manager in Global Equities at Milford Asset Management, where his strategy ranked in the top decile within the Morningstar NZ OE Equity Region World category over the five years to October 2023.

Francis Gargiulo

Francis Gargiulo

Branch Manager, Wealth Management Adviser.

Francis Gargiulo leads Jarden’s Nelson office and has over 33 years’ experience in the share markets.

Glenn Wilson

Glenn Wilson

Director, Wealth Management Adviser.

Glenn Wilson’s job is also his hobby: as an active investor, he experiences the gains and occasional pains of the investment journey alongside his clients.

Graham Nelson

Graham Nelson

Director, Wealth Management Adviser.

Graham Nelson and his team provide investment advice and portfolio management services to a range of clients including individuals, trusts, charities, foundations and family offices, investing funds in line with clients’ objectives and risk tolerance.

Graham Parlane

Graham Parlane

Wealth Management Adviser.

Graham Parlane works with colleague Jonathan Glass to build and manage customised investment portfolios for individuals, trusts and charities.

Greg Lillico

Greg Lillico

Director, Wealth Management Adviser.

Greg Lillico provides discretionary and personalised investment advice and portfolio management services to a diverse range of clients. He also offers transaction services across a range of assets including fixed income, equities, and foreign exchange.

Greg Main

Greg Main

Director, Wealth Management .

With over 20 years’ financial markets experience in New Zealand and the UK, Greg has experienced several market cycles and key events.

Hannah Donaldson

Hannah Donaldson

Director, Wealth Management Adviser.

Hannah provides strategic portfolio management services to individuals, trusts and community organisations, and is experienced in assisting offshore investors applying for NZ residency.

Hannah Mangin

Hannah Mangin

Team Lead, Wealth Management Associate.

Hannah joined Jarden in 2013 as a Wealth Management Associate, assisting her teams in providing a Discretionary Management Service (DIMS). She loves building relationships with clients and quickly becomes a trusted point of contact.

Heidi Cormack

Heidi Cormack

Team Lead, Wealth Management Associate.

Heidi Cormack looks after the administrative requirements of a small team of advisers and keeps everything running smoothly and efficiently.

Harriet Jones

Harriet Jones

Associate Wealth Management Adviser.

Harriet began her journey with Jarden in early 2022 as a Senior Associate in the Queenstown office. In January 2025, she relocated to Wellington to join Andrew Austin, Angus Marks and Angela Harris as an Associate Adviser.

Hunter Fullarton

Hunter Fullarton

Wealth Management Adviser.

Hunter is passionate about working with clients to understand their investment needs and motivations. He builds on clients’ existing successes by designing tailored investment solutions that help them achieve their financial and lifestyle goals.

Ian Dalley

Ian Dalley

Director, Wealth Management Adviser.

For over 20 years, Ian Dalley has provided investment planning and portfolio management services to high net worth individuals, families and charitable trusts.

James Bascand

James Bascand

Wealth Management Adviser.

James works in a team of advisors with Phil Hunter, Graham Nelson and Kyle Edmonds. James brings 15 years of institutional equity research and sales experience. He has a passion for capital markets and helping a range of clients achieve their investment goals.

James Hunter

Wealth Management Adviser.

James provides investment advice to a range of high net worth individuals, charities, families and trustees across Otago and Southland. He enjoys building long-lasting relationships and helping clients manage their money, grow their wealth and achieve their financial goals.

James Malden

James Malden

Director, Wealth Management Adviser.

James Malden provides investment advice to a range of high net worth individuals, charities, families and trustees.

James Young

James Young

Wealth Management Adviser .

James Young provides investment advice and portfolio management services to private clients, trusts, charities and businesses.

Janine Turner

Janine Turner

Director, Head of Wealth Operations.

As Head of Wealth Operations, Janine enjoys working closely with the firm’s wealth management clients to ensure their needs are met to the highest of standards.

Jeremy Ashcroft

Jeremy Ashcroft

Director, Wealth Management Adviser.

Jeremy specialises in private client portfolio management services on both a discretionary and non-discretionary basis for family offices, trusts, charities, and high net-worth individuals. For Jeremy, helping clients grow their wealth is the most rewarding part of his role.

Jodie Harrington

Jodie Harrington

Wealth Management Associate.

Jodie Harrington assists a team of wealth management advisers with a range of administration and account management tasks.

Johnathan Bayley

Johnathan Bayley

Director, Wealth Management Adviser.

Johnathan Bayley provides tailored investment advice and portfolio management to private clients, family trusts, charitable trusts, and investment migrants, on both a discretionary and non-discretionary basis.

Johnny Cochrane

Johnny Cochrane

Managing Director, Wealth Management Adviser .

Johnny provides wealth management advice and portfolio management to individuals, high net worth families and community organisations.

John Carran

John Carran

Director, Investment Strategist and Economist, Wealth Research.

Drawing on his understanding of economics and leading investment strategies, John develops practical investment ideas for client portfolios.

Jonathan Glass

Jonathan Glass

Wealth Management Adviser.

Jonathan Glass works in partnership with colleague Graham Parlane, to provide sharebroking, advisory and discretionary investment management services to individuals, trusts, estates, charities and non-profit organisations.

John Norling

John Norling

Director, Head of Wealth Management Research.

John Norling and his team help Jarden’s wealth management advisers and clients in achieving their investment goals, by providing a broad range of research into Australasian and global equities, debt securities and alternative assets. He is also the principal author of Jarden’s quarterly Investment Outlook.

Katherine Lau

Katherine Lau

Wealth Management Senior Associate.

Katherine Lau assists a wealth management team of advisers in providing investment service and advice to Jarden clients. She enjoys the variety of her role, and the complexities in supporting advisers to cater to individual client needs.

Kate Lilley

Kate Lilley

Wealth Management Associate .

Kate Lilley supports the Dunedin Wealth Management Advisory team and ensures the efficient day-to-day functioning of their business.

Kate Skeggs

Kate Skeggs

Wealth Management Adviser.

Kate works alongside Anna Boland to deliver strategic investment advice and portfolio management to individuals, corporates, family trusts and community organisations in the Southern Lakes, Central Otago and Southland regions.

Kristan Mines

Kristan Mines

Director, Wealth Management Adviser.

Kristan Mines leverages almost two decades of experience as a senior investment adviser to provide bespoke portfolio management services to private individuals, and charitable and private trusts.

Kyle Edmonds

Kyle Edmonds

Wealth Management Adviser.

Kyle Edmonds says he learns something new on the job every day and it’s his task to look for opportunities to monetise that learning for the benefit of Jarden’s clients.

Laura Brown

Laura Brown

Wealth Management Associate.

Laura joined Jarden in 2021 as an Associate, supporting her team of Wealth Management Advisers in the Wellington office. Laura enjoys building relationships with clients and enabling her advisors to achieve successful outcomes for their clients.

Lauren Hertzberg

Lauren Hertzberg

Senior Wealth Management Associate.

Lauren joined Jarden in 2018 as an administrator in the wealth management team.

Linda Vague

Linda Vague

Senior Wealth Management Associate.

Linda Vague provides administrative support to the Nelson retail advisory team, and assists with managing clients’ investment portfolios.

Lisa Marsh

Lisa Marsh

Wealth Management Senior Associate.

Lisa supports a team of wealth management advisors, ensuring that clients are provided with the best level of service.

Logan Mackinder

Logan Mackinder

Wealth Management Associate.

Logan Mackinder works alongside the illustrious big three, Philip Hunter, Graham Nelson, and Kyle Edmonds. Together they aim to maintain exceptional relations with their various clients by providing investment services tailored to their clients’ specific needs and circumstance.

Lory Luo

Lory Luo

Director, Wealth Management Adviser.

Lory has over a decade of experience working with private clients to provide tailored wealth management and financial planning advice, including retirement planning and immigration investment services.

Lynda Wallis

Wealth Management Associate.

Lynda joined Jarden in 2022 as a Wealth Management Associate, supporting a team of wealth management advisers to provide discretionary investment management services (DIMS) to a range of clients.

Martin Poulsen

Martin Poulsen

Managing Director, Wealth Management Adviser.

Martin Poulsen is a Managing Director at Jarden. He works closely with his Wealth Management team to personally advise a broad range of clients, including families, trusts and charities.

Mark Logan

Mark Logan

Wealth Management Adviser.

Mark creates tailored wealth management solutions for a range of high net-worth families, entrepreneurs, trusts, and charities. He has more than 25 years of experience working in financial services and managing investment portfolios.

Matthew Hands

Matthew Hands

Wealth Management Adviser.

Based out of the Jarden Gisborne office. Matthew provides investment advice for private clients, family trusts, charitable and Māori organisations.

Michael Grace

Michael Grace

Director, Wealth Management Adviser.

Michael provides bespoke discretionary investment advice to his clients, as well as managing their portfolios.

Murray Graham

Murray Graham

Director, Wealth Management Adviser.

Murray Graham is a wealth financial adviser and asset manager for families, trusts and financial intermediaries. He also plays a role in Jarden’s governance, both as Chairman of the Audit and Risk Committee and as a board member since 2002.

Nathania Dewani, CA

Nathania Dewani, CA

Associate Wealth Management Adviser.

Nathania works closely with colleagues Rob Hawkins, David Pretorius, Amanda Chen and Katherine Lau to assist in overseeing client investment portfolios.

Patrick McCarthy

Patrick McCarthy

Director, Wealth Management Adviser.

Patrick McCarthy specialises in portfolio management and investment strategy for charities, trusts and high net worth individuals, on both a discretionary and non-discretionary basis.

Peter Irwin

Peter Irwin

Director, Investment Trusts, Wealth Management.

Peter Irwin has over 25 years’ experience providing research and advice to private clients and other financial intermediaries, primarily regarding retail and institutional investments in UK-based investment trust companies.

Philip Hunter

Philip Hunter

Director, Wealth Management Adviser.

Over 30 years and through many markets cycles, Philip (Phil) Hunter has developed extensive knowledge and experience of the financial markets, and in particular, equities and bonds.

Ralph Goodwin

Ralph Goodwin

Director, Wealth Management Adviser.

Ralph Goodwin works collaboratively with advisers Chris West, Sam Stanley, Vanessa Otang and their wealth associate Lynda Wallis. Together, they invest and manage funds on a fully discretionary basis, on behalf of clients ranging from family offices to high-net-worth individuals, charities, individuals seeking to immigrate, iwi and athletes.

Rhi Koni-Webb

Rhi Koni-Webb

Wealth Management Associate.

Rhi is a Wealth Management Associate, supporting our Wealth Management Advisers in Auckland. Starting at Jarden in 2023, Rhi is a dedicated finance professional with four years in the industry, Rhi previously working at Squirrel Financial Services in the mortgages and investment teams.

Richard McCadden

Richard McCadden

Director, Wealth Management Adviser.

Richard McCadden joined Jarden in January 2020. He has more than 25 years' experience in financial services, working in both New Zealand and the United Kingdom.

Robert Graham

Robert Graham

Associate Wealth Management Adviser.

Robert Graham started at Jarden in 2022, and works in the Wealth Management team providing financial solutions to clients.

With a background in behavioral economics research, Robert considers open dialogue to be paramount in following agreed investment strategies during times of market uncertainty.

Rob Hawkins

Rob Hawkins

Director, Wealth Management Adviser.

Rob Hawkins works alongside David Pretorius and Amanda Chen to provide bespoke discretionary and investment advisory services to a wide range of broking and portfolio management clients.

Sally Ward

Sally Ward

Wealth Management Associate.

Sally is a Wealth Management Associate based in Tauranga, providing support to teams across Tauranga, Cambridge, and Gisborne.

Sam Howard

Sam Howard

Director, Wealth Management Adviser.

As a Wealth Management Adviser, Sam works closely with clients to manage their investment portfolios. Joining Jarden in 1998, Sam has worked with clients through both economic downturns and financial prosperity.

Sam Stanley

Sam Stanley

Director, Wealth Management Adviser.

Sam Stanley works closely with colleagues Chris West, Ralph Goodwin, Vanessa Otang and their Wealth Associate, Lynda Wallis, to provide discretionary investment management services (DIMS) to a range of clients.

Sarah Ashby

Sarah Ashby

Wealth Management Adviser.

With almost 20 years of experience in financial services, Sarah is passionate about building relationships with her clients to understand and work towards what they want to achieve with their investments.

Scott Fowler

Scott Fowler

Director, Wealth Management Adviser.

Working with colleague Glenn Wilson, Scott Fowler provides discretionary investment management services to high net wealth clients, including private clients, trusts, companies and charities.

Sean Poulton

Sean Poulton

Director, Wealth Management Adviser.

Sean has a passion for assisting and supporting his clients achieve their financial goals and aspirations. He provides tailored investment solutions to manage risk and volatility ensuring the preservation and growth of his client’s investment capital.

Selwyn Smith

Director, Wealth Management Adviser.

Growing up on a Southland Sheep & Beef farm, Selwyn has an understanding of how important it is for agribusiness and business owners to plan and manage their successful exit and succession.

Simon Bradley

Simon Bradley

Wealth Management Adviser.

Simon is a Wealth Management Adviser in our Tauranga office. Prior to joining Jarden, he spent 18 years working in financial markets in Europe and Asia, with trading roles at Gartmore and Morgan Stanley.

Simon Hogg

Simon Hogg

Wealth Management Adviser.

Simon Hogg works as part of a team of three advisers, providing specialist and discretionary investment advice to professionals, family and charitable trusts, community organisations and retirees.

Simon Myhre

Simon Myhre

Director, Wealth Management Adviser.

Simon specialises in bespoke portfolio management services for trusts, charities, private individuals and family groups.

Simon Ravenscroft

Simon Ravenscroft

Director, Wealth Management Adviser.

Simon manages investment portfolios for family offices, high net-worth individuals, family trusts and charitable organisations. His goal is that clients feel free to enjoy their lives, knowing their investment capital is being looked after and will be there whenever they need it.

Steven Chang

Steven Chang

Wealth Management Adviser.

Steven has more than 14 years of experience in Private Banking working with international high net-worth individuals, families, and trusts.

Steivan Juvalta

Steivan Juvalta

Director, Wealth Management Adviser.

Originally from Switzerland and fluent in five languages, Steivan Juvalta is the manager of Jarden’s Cambridge office.

Stuart Roberts

Stuart Roberts

Director, Wealth Management Adviser.

Stuart Roberts draws on over 25 years’ experience in Financial Markets providing advice on managed funds and discretionary and non discretionary portfolio management services to charities, trusts, and high net worth individuals. He also assists clients achieve New Zealand Residency through Investor Category investments.

Stuart Thomas

Stuart Thomas

Director, Wealth Management Adviser.

Stuart Thomas provides strategic investment and portfolio management advice to individuals, trusts, charities, and businesses across the South Island.

Teresa Jenkins

Teresa Jenkins

Senior Wealth Management Associate.

Teresa Jenkins provides administrative support to a team of wealth management advisers based in the Christchurch office.

Theresa Miller

Theresa Miller

Senior Wealth Management Associate.

Theresa Miller took a two-day temporary position at Jarden back in 2000 and found herself in a full-time advisers’ assistant role. Theresa was quickly promoted to Wealth Management Associate, and then Vice President.

Tim Agar

Tim Agar

Director, Research Analyst, Wealth Management.

Tim Agar provides Jarden’s wealth advisers and clients with research materials to support their investment decisions, including asset allocation, model portfolios, equity/fixed interest selection.

Tobias Taylor

Tobias Taylor

Director, Wealth Management Adviser.

Based out of Hawkes Bay, Tobias Taylor provides specialist Wealth Management advice and portfolio management to individuals, family groups and community organisations throughout the East Coast and Central North Island.

Tom Lawler CFA

Tom Lawler CFA

Associate Wealth Management Adviser.

Tom joined Jarden in 2018, spending five years on our retail trading desk, before starting as an Associate Wealth Adviser in 2023.

Tony Connolly

Tony Connolly

Director, Wealth Management Adviser.

Joining Jarden in 2001, Tony manages a wide variety of clients' portfolios, supporting them in working towards their financial goals - enabling them to pursue their personal goals.

Tony Conroy

Tony Conroy

Director, Wealth Management Adviser.

Tony has over three decades of experience in finance, investment markets and banking. Tony works closely with clients to provide discretionary and investment advisory services across Otago and Southland.

Treena Fitness

Treena Fitness

Director, Equity Trading.

Head of Retail Trading Treena Fitness joined Jarden straight out of school in 1983 and has worked her entire professional career with the firm.

Vanessa Otang

Vanessa Otang

Wealth Management Adviser.

Vanessa Otang has over 15 years investment advisory experience working in New Zealand, Australia and the UK. Vanessa joined the team with Chris West, Ralph Goodwin, Sam Stanley and their Associate Lynda Wallis in 2022 providing DIMS (discretionary investment management services).

William Savage

William Savage

Wealth Management Adviser.

William Savage specialises in discretionary investment management, in addition to providing investing insights to his transactional clients. He focuses on being the bridge between generations, ensuring family wealth can be managed effectively for the long term.

Will Somerville

Will Somerville

Wealth Management Adviser.

A passion for investing and people has led Will to a Wealth Management Advisor role at Jarden. His focus is discretionary investment advice and providing deep and lasting relationships with clients.

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