Institute of Financial Advisers Board and ManagementInstitute of Financial Advisers Board and Management

Lyn has been involved in financial services and the financial advice profession for over 20 years.  Her current position of Area Manager Southern for Westpac's Private Bank is based in Wellington and involves leading the Private Bank team in the Lower North and South Islands - 25 Advisers in all looking after the financial needs of the Bank's most highly valued personal customers.  Lyn and her team are able to provide their customers with the full range of financial advisory services from transactional banking and lending advice to the comprehensive financial planning service.

Lyn's qualifications include a Graduate Certificate in Management from Charles Stuart University, NSW, Australia and the Graduate Diploma in Business Studies (Endorsed in Personal Financial Planning) from Massey University.  She also holds the Certified Financial Planner mark.

Current President of the IFA and Chair of IFA's Audit Committee, immediate past Chair of the College of Financial Planners, and in 2005/06 was Chair of the Organising Committee for Success Forum 2006.

Helping to raise the professional standards of financial advice in New Zealand is a particular concern of Lyn's and, in addition to her work with the IFA, she is heavily involved in mentoring and training people who are keen to progress as financial planners and relationship managers.

She is a member of Women in Superannuation and the Institute of Directors, and is a  Senior Associate of Finsia.  She is also a contributor to the book "Women 2 Women" - an inspirational book for women profiling over 70 New Zealand women sharing tips for success in business, career and other aspects of life.

Away from work, Lyn and Ed have four children between them - three grown up and one still living at home.  They lead a busy social life revolving around entertaining, collecting and drinking wine and Wellington's cultural events.  When time permits, she can be seen walking the dog around the Khandallah hills or the Wellington waterfront but would prefer to curl up somewhere quiet and read a good book.

Phillip Meyer
Board Chair and Independent Director

• 11 years of professional trusteeship employment
• Four years Fixed Interest Manager, Forsyth Barr Ltd, Shareborkers
• Seven years as a Specialist Financial Planner with Investment Portfolio Design Ltd (IPD) until 1996.
• 11 years as a Specialist Financial Planner with NZ Financial Planning Company Limited (since the merger with IPD back in 1996)

Immediate Past Chairperson IFA (Otago, J R McKenzie Trust Board Member (since November 2005) following ten years chairing the J R McKenzie - Youth Education Fund, JAYAR Trust Board Member and an active Rotarian since 1990 (Paul Harris Fellow).

Married to Miranda who owned and continues to operate Roost Ltd, a National Franchised Mortgage Brokering Company.  We live on a lifestyle property within ten minutes of Dunedin CBD and have two children, Samantha (18) studying in Wellington and Henry (14) at home.

Jordi Garcia CFP^CM

NZ Financial Planning
PO Box 105190
Auckland 1143
Phone (09) 309 3680
Mobile (021) 888 336
Email jordi@akld.nzfp.co.nz

Nigel Tate CFP^CM CLU

Nigel Tate Financial Planning
PO Box 9449
Hamilton 3240
Phone (07) 838 3300
Fax  (07) 834 3508
Email nigel@ntfp.co.nz

Nigel has operated an Independent Financial Planning Practice in Hamilton since 1988 covering all of the core areas of Financial Planning and has had many years supporting other practitioners via his involvement with:

*LUA Waikato Branch Committee (1989-1992)
*AXA Adviser Association Board Member (1998-2004)
*IFA
     o Waikato Branch Chair (2005-2007)
     o Waikato Branch Treasurer (2007-Present)
     o Board Member (2006-2008)
     o Certification Committee Member (2006-Present)
     o Chaired review of IFA Code of Ethics and Practice Standards (2006)
     o Chaired Organising Committee Success Forum Rotorua (2007)
     o Education Pathways Review Working Group (2008)
     o Financial Planning SIG Member (2008-Present)
* FPSB (Denver) Global Ethics and Practice Standards Working Group (2007-2008)

As you will see from the above, Nigel is committed to assisting to raise the educational levels and Practice Standards of our Profession and would like to see the IFA taking a lead role in this to assist the regulators to get it as close to right first time as we can.  He was recently recognised by being nominated for and awarded 'Financial Alert Person of the year 2008'. 

Nigel lives just out of Hamilton with his partner Michelle who teaches and their 6 yr old daughters, Sophie and Jessica, with his other daughters Hannah (24) and Michaela (20) living their lives relatively independently.

Nigel enjoys most ball sports having refereed Basketball for over 15 years through NBL up to International level and now follows and supports all teams from NZ and the Waikato in particular in most sporting codes, along with any other team playing Australia since several siblings have muddied the waters by immigrating to the 'Western Isle' in search of the good life.  Occasionally he gets to hit a little white ball around a golf course badly but with lots of enjoyment to break up the frustration.

He is a lover of most music and holds an eclectic mix from Classical to Rock with a lot in between, it seems a common thread that most of the Board are purveyors of fine wine and Nigel is no exception.

Tony Vidler CFP^CM CLU

Fidelity Life Assurance
PO Box 25062
Christchurch 8140

Phone (0800) 027 007
Mobile (021) 221 9001
Email tonyv@fidelitylife.co.nz

I have been working in the New Zealand financial services industry in both advisory and management capacities since June 1990, including operating our own insurance and investment brokerage business with my business partner for ten years.

Since entering the industry I have been actively involved in the LUA, and subsequent transformation until it became the IFA, at branch level.  In 2006 I was co-erced onto the Board of the IFA, taking on the role of Chair of the College of Insurance Advisers.  Over the years I gradually completed the various IITC courses and Massey diploma, finishing in 1997, resulting in CFP.  I became eligible at that time for the ChFC (Chartered Financial Consultant) designation, which I was granted in 1998.  Following further study I eventually attained CLU status also in early 2005.

I am a firm believer that by co-operating with other organisations in our industry we can create a true profession of financial advisers, which must result in better advice and service to New Zealanders, and respect for the practitioners in the industry.

At a personal level, I am married to Judith and have been for a very long time.  I am an Australian, but could be more accurately described as an Australian Cantabrian.  Judith is just 100% red and black.  Before moving to NZ (back home in Judith's case) we were both reasonably well travelled as I was in the Australian Navy, the last three years was in Submarines, (which is a poor way to travel) and Judith was in the New Zealand Navy.  When spare time suddenly presents itself these days I try to spend it on developing a large-ish garden, playing golf, and drinking and eating with friends.  Having sold my interest in our business in late 2007, I have taken on the role of Senior Business Development Manager with Fidelity Life, based in Christchurch.

Giselle McLachlan is a qualified lawyer and company executive, with a focus on project and company governance.  Giselle chairs the Silver Ribbon Foundation (for gynaecological cancers) and is a Commissioner on the Earthquake Commission.  She also acts as a barrister on a variety of work and runs a consulting company for project work called Clear Counsel Ltd.  At the moment she is working with the Enterprise Franklin Development Trust. She holds provisional accreditation with the Institute of Directors Inc.  Giselle was General Counsel & Head of Corporate Resources with IAG NZ until mid 2006 and prior to that was a partner with DLA Phillips Fox.

Giselle enjoys a varied work and personal life.  She is enjoying her teenage son's growing independence and supports her partner's organics farm and business.  Giselle splits her time between the farm in South Otago and central Auckland-a true town and country lifestyle. 

CFP^CM and  are registered certification marks and CERTIFIED FINANCIAL PLANNER^CM is a common law certification mark owned outside the U.S by Financial Planning Standards Board Ltd. Institute of Financial Advisers is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.