Institute of Financial Advisers Board and ManagementInstitute of Financial Advisers Board and Management
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Lyn McMorran CFPCM | |
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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. | |
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Phillip Meyer | |
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Phillip Meyer is an experienced company director and investment banker. He is Chairman of Australian Financial Services Group, New Zealand Institute of Management Central Inc, Deputy Chairman of the Wellington Zoo Trust, a Director of Southern Cross Healthcare Group, Kordia Group Limited, Enterprise New Zealand Trust, the Wellington Orchestra Foundation, a member of the Disciplinary Tribunal of the Institute of Chartered Accountants of NZ, NZX Discipline, the National Council and Wellington Branch Committee of the Institute of Directors. He is also Crown Monitor of the Whanganui District Health Board. He has a number of other commercial business interests in Australia and New Zealand. He was a financial adviser in the Sydney Olympics 2000 bid and advised Australian State Governments on the growth of economic development arising out of the Olympics. Phillip Meyer is an Accredited Fellow of the Institute of Directors, Fellow of the Australian Institute of Management and the New Zealand Institute of Management. He was awarded the honour of being made a Legend of Tourism in recognition of his work for the Australian tourism industry over a number of years and in particular for his contribution to the Sydney Olympics. | |
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Neville Caird CFPCM | |
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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). | |
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Jordi Garcia CFPCM | |
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Jordi is a founding director and principal of New Zealand Financial Planning and has over 23 years experience in the financial services industry, with the last 20 in financial planning. Prior to financial planning Jordi worked in the banking and mortgage broking industries and gained experience putting together tax orientated structures for investors. He is a Certified Financial Planner (CFPCM). Jordi was awarded the 2001 New Zealand Financial Planner of the Year Award sponsored by Good Returns Magazine, for excellence and professionalism within the industry. For the last 16 years Jordi has also tutored and lectured at the University of Auckland on a part-time basis in Engineering Economics and Management Accounting for the School of Engineering, and Accounting and Personal Financial Planning for the Department of Continuing Education and the University's Centre for Professional Development. Jordi served for 20 years as a part-time member of the Territorial Force of the NZ Army finishing in 1999 as the Commanding Officer of the 3rd Auckland (CRO) and Northland Battalion, Royal New Zealand Infantry Regiment as a Lieutenant Colonel. He was awarded the Efficiency Decoration (E.D.) in 1992. Jordi and his wife Sara have four children and live on the North Shore. Currently Jordi's interests revolve around the family. In addition he loves to read a good book, playing games and enjoys keeping fit. | |
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Nigel Tate CFPCM CLU | |
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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) 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 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. | |
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Tony Vidler CFPCM CLU | |
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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. | |
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Giselle McLachlan | |
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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. | |
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CFPCM and | |







