Christchurch, Ashburton and Timaru
David has over 30 years of experience at Perpetual Guardian and during this time he has held many roles, all of them directly or indirectly related to the provision of advice and service for clients.
David’s focus is to ensure that his Southern Region team deliver a superior service to all clients.
He believes a commitment to professionalism, as well as the development of unique and personal solutions for the needs of our clients should form the foundations of a lasting relationship, and ultimately their financial security and peace of mind.
David is an associate of the Executor and Trustee Institute of Australia.
Irene has 18 years in the Trustee Industry joining Perpetual Guardian from Public Trust in January 2018.
Prior to this she spent 20 years in the banking industry with 13 of those spent at the Bank of Scotland and then 7 years at Countrywide Bank in Dunedin.
She has a strong customer focus and always aims to exceed her clients’ expectations.
Her strengths are building long-term client relationships and providing her clients with the services to achieve their long-term objectives.
She is also on the board of the Otago Welfare Guardianship Trust, a trust set up to provide Welfare Guardians to people who have no family or friends who are able to take on this role.
Senior Client Manager
Mike began his career in financial services in the insurance industry. From there he moved into financial planning then banking and trustee work, gaining a broad range of knowledge and expertise. While working in the trustee industry Mike qualified as a Member of the Executor and Trustee Institute (Australasia) in 2007. Mike believes that experience and qualifications alone do not make a great Client Manager - a genuine desire to understand each individual’s situation, goals and aspirations is also required, along with a passion to deliver solutions and service excellence tailored for each and every client.
Raised in Nelson, Mike spent his early career in Wellington as well as a brief stints in the Waikato and Canterbury. Moving back to Nelson in 2016, Nelson is now home for Mike. Outside of work he is a car enthusiast, music and movie buff and holds a Diploma in Trusts & Estates, in affiliation with the Society of Trust and Estate Practitioners (STEP), as well the coveted TEP designation.
Angela has been with Perpetual Guardian since 2007. Before joining Perpetual Guardian, she worked for a number of Christchurch law firms.
Angela is an Authorised Financial Adviser, a member of the Executors and Trustees Institute, a fellow of the New Zealand Institute of Legal Executives and has a National Certificate in Financial Services (Level 5).
Angela manages a range of client portfolios in the areas of estates, Family Trusts, Charitable Trusts and agencies, providing clients with effective and transparent advice to achieve their long-term objectives. She is also responsible for general management including financial assets and physical assets such as property.
Originally from a rural background, Kate spent her early years in South Canterbury – a district where her family still farm today. Kate graduated from Canterbury University with her Bachelor of Laws in 1989 and then spent time working for Lane Neave before travelling overseas for several years. Upon her return, Kate was actively involved in community groups within the Redcliffs and Sumner Areas. Kate has been with Perpetual Guardian since 2008 and during this time has relished the opportunity to become involved in personal Trust administration.
In addition to her duties as Client Manager, Kate finds her work on the Charitable Trust side of the business particularly rewarding given the tangible impact these Trusts have upon the local communities and the wider region. Kate is keen to see this service grow and she prides herself on her approachability and her professionalism.
Outside of work Kate enjoys multisport and has competed in a number of events across the South Island over the past 10 years.
Frances began her career working as a legal executive in Auckland, specialising in estate administration and property law. Following her family’s move to Christchurch, she joined Perpetual Guardian and has had over thirty years experience in the trustee industry.
Frances is an Associate of the Executor and Trustee Institute, holds a Graduate Certificate in Trust Management and has completed the National Certificate in Financial Services.
Frances deals with a wide range of client portfolios, including estates, trusts and agencies and enjoys using her skills and experience to help her clients achieve their objectives.
Jess graduated from the University of Canterbury in December 2015 with a Bachelor of Laws.
After having spent the last two years as a Legal Secretary at the Christchurch City Council, Jess was admitted to the bar after completing her professional studies at the beginning of 2017.
Jess is eager to build client relationships and brings a youthful perspective to estate planning as well as a passion to help individuals with their estate planning needs.
Martin’s knowledge and skills are based on 20 years of customer service experience in the banking, finance, real estate and trustee industries. As his career has progressed he has become more specialised in the areas of Wills, Trusts, and asset planning, having spent the last six years in the trustee industry with Public Trust and now Perpetual Guardian. He has a positive attitude towards life and his personal and friendly approach is the key to maintaining trusting relationships that last. Martin was born in South Africa and immigrated to New Zealand in 2008. He dedicates a lot of his time to his wife, Monique and his two daughters, Danielle and Emma. He enjoys socialising with family and friends, especially outdoors, with a traditional South African braai (BBQ).
With more than 25 years of trustee experience, including 13 years with Perpetual Guardian, Brett has the skills, experience and knowledge to help clients achieve their long-term financial goals.
Brett manages a diverse range of services for his clients, including Family Trusts, estates, custodial appointments and Charitable Trusts.
Brett has established strong relationships with many of his clients, which helps him to deliver personalised solutions to ensure that they achieve their financial and estate planning goals.
Brett is an Authorised Financial Adviser and holds a Bachelor of Commerce degree from the University of Otago.
Outside of work Brett plays a variety of sports, enjoys travelling, music and spending time with his family. Brett is also heavily involved with the Order of St John, having been a Volunteer Ambulance Officer for 22 years and now combines the operational role with leadership roles within St John.
Kevin has 40 years experience in the trustee industry. He has seen many changes and as a result is able to learn from and share that experience not only with long standing clients but now with their children and new clients alike.
Kevin also has a great deal of knowledge in the realm of philanthropy, representing the company on a number of Charitable Trusts including Medical Trusts for cancer and diabetes research, the Dunedin Heart Unit Trust and now the New Zealand Medical Education Trust amongst others. He is also Perpetual Guardians representative for the Dunedin School of Art Foundation.
Kevin is truly enamoured with the southern region, having never lived further away than Christchurch. He has been married over 30 years and has four children. He is very much enjoying watching their careers take off. Kevin is now also a very proud grandfather.