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

Nigel has operated his Financial Planning Practice in Hamilton since 1988 covering all of the core areas of Financial Planning having entered the profession via a career as a professional Insurance adviser with NMLA, he is passionate about the full range of services provided by advisers in their areas of speciality 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) and 2009-Present
     o Certification Committee Member (2006-2010)
     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)
     o Chaired Professional Development Committee (2009-2010)

* FPSB (Denver)
     o Global Ethics and Practice Standards Working Group (2007-2008)
     o Global Portfolio of Evidence of Experience Working Group (2010)

* University of Waikato
     o Lecturer in Post Graduate Diploma Personal Financial Planning (2010)

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 7 yr old daughters, Sophie and Jessica, with his other daughters Hannah (25) and Michaela (21) living their lives relatively independently.
Nigel enjoys most ball sports having refereed Basketball for over 15 years through NBL 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.

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

Liz Koh CFP^CM

Moneymax
PO Box 598
Paraparaumu
Phone  (04)2972294
Mobile  (021)313339
Email liz.koh@moneymax.co.nz 

Liz established her financial planning company - Moneymax - in 1999, after a successful career in management, including seven years as General Manager with a Crown Research Institute. Liz is a Certified Financial Planner, a Chartered Accountant and an Accredited Director (Provisional). She holds an MSocSc in Economics from the University of Waikato, a BCA in Accountancy from Victoria University, and a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University. A keen property investor, she belongs to the Capital Property Investors’ Association. She is a volunteer mentor with Business Mentors New Zealand, a member of Kapiti Rotary Club, a member of the Wellington Panel of the J. R. McKenzie Trust and a Trustee of the Kapiti Community Recreational Turf Trust. Liz is a former Deputy Chair of the Institute of Directors Wellington Branch and a former Chair of the Institute of Chartered Accountants (Wellington Branch) Financial Services Special Interest Group.

Liz is passionate about ensuring that New Zealanders have access to good financial advice. She contributes articles to a variety of newspapers, magazines and websites, and has published a best selling book - Your Money Personality - Unlock the Secret to a Rich and Happy Life, Awa Press, 2008.
Liz has three adult daughters and in her leisure time is a keen gardener and classical pianist.

Tony Vidler CFP^CM CLU

Fidelity Life Assurance
PO Box 25062
Christchurch 8140

Mobile (021) 221 9001
Email tonyv@fidelitylife.co.nz

Tony has been working in the financial services industry in both advisory and management capacities since June 1990, starting out as an old-fashioned tied agent with Norwich Union Life Insurance Society.  After a few years as an agent, he moved into sales management with Norwich and left to form an independent brokerage business in partnership in 1997.  Tony was both an adviser and the Managing Director of that business, and sold his share of it in December 2007 to his business partner.

Since that time he has been employed by Fidelity Life as a senior BDM, and took up the role of Professional Development Manager for Fidelity Life in 2009.

From the early days Tony was actively involved in the LUA, the FPIA and then IIAA as it became, including holding branch committee positions.  He committed to professional development and attaining formal qualifications during the 1990’s, completing the CFP^CM and CLU programmes last century.

Within the IFA Tony has been a director for nearly 5 years, chaired the Professional Development Committee, the College of Insurance Advisers, and the Membership Committee.  He has been heavily involved from the earliest days with unfolding regulation, the formation of FAANZ and professional indemnity issues.

He remains remarkably passionate about creating an advisory profession within the financial services industry, and continues to work on the evolution of adviser qualifications and designations, professional organisations structure and future, professional indemnity insurance, impending regulation and adviser standards.

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. 

Peter Lee has been Chief Executive of the IFA since July 2010.
 
Peter is a post-graduate-qualified marketing professional with experience in credit management, retirement planning, insurance broking, funds management and insurance. He was National Marketing Manager at Fidelity Life Assurance for over 7 years prior to joining the Institute, with responsibilities and experience including overall corporate marketing and branding of Fidelity Life, research,  product management and promotion, and  including membership of Fidelity's Investment Management Committee. During that time he advised many advisory firms on strategy and marketing.
 
Peter's involvement in financial services stretches back to 1979 and a holiday job in the credit office of Farmers Trading Co. Since then he has been involved in credit management, worked for an insurance and retirement planning brokerage, been client manager for respected research firm IPAC Securities (now Fundsource) and was marketing manager for Guardian Trust Funds Management. He also ran a successful consultancy with major corporate clients including  ASB, ANZ, Guardian Trust, ING and Tower. His involvement with many of today's largest advisory firms dates back to the early 1990s.
 
In his private life Peter is chairperson of the Supporters of Tiritiri Matangi, a large conservation organisation which co-manages the world-renowned Tiritiri Matangi island sanctuary near Auckland.