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Directors

Chairman – Independent Non-Executive Director

Rob was Group Managing Director of TOWER New Zealand Limited from 2006 until July 2013 following the sale of TOWER’s health and investment businesses…

Founder

With a track record of market-changing innovations and the digitising of various industries, Andrew Barnes identified the opportunity for the evolution…

Independent Non-Executive Director

James has two decades experience in the Trust and Financial Services Industry, most recently as TOWER Insurance’s Chief Executive Officer for 4 years…

Non-Executive Director

Co-founder of H2 Ventures, former Managing Director at UBS Global Asset Management and committed to fostering Australian innovation. Ben is a non-exec…

Non-Executive Director

Gavin has been with Direct Capital for 20 years. A past chairman of the New Zealand Private Equity and Venture Capital Association, Gavin served on it…

Non-Executive Director

Ross has been in the private equity industry since 1985. He established Direct Capital in 1994 following his return from Hong Kong where he had been a…

Executive Leadership

CEO Perpetual Guardian

Mark joined Guardian Trust in 2007 after spending five years working in financial services overseas. Specifically, Mark spent two years working in cor…

Group Finance Director

Mark has over 15 years of experience in Financial Services, including 10 years spent as Financial Controller of some of New Zealand’s leading Wealth M…

Head of Risk and Compliance

Lynne joined Perpetual Guardian in July 2015 as Head of Risk and Compliance and is responsible for managing our risk framework and compliance obligati…

General Counsel & Company Secretary

Patrick is our senior legal adviser and company secretary, responsible for the provision of legal and compliance support to the business. Prior to joi…

Heads of Departments

National Manager – Retail

Jennifer is responsible for leading the company’s national branch network, including the New Zealand Trustee Services (NZTS) business. Jen brings exte…

Head of Operations, Private Client Services

Matthew joined the team at Perpetual Guardian in 2015, bringing over 20 years’ experience in the financial services industry. Having worked extensivel…

Head of Client Care

Michelle has responsibility for client care and the delivery of Perpetual Guardian’s philanthropy, estate and legal services. With over 30 years of ex…

Head of Investment Advisory

John has over 30 years’ experience in investment markets. He obtained his expertise predominantly in the UK where he was a multi-professional services…

Family Office Executive

Harry has a background in Commercial and Rural Finance having come from 9.5 years with The National bank and ANZ. A Banking career that began in Rural…

Branch Managers

Branch Manager

Ian has more than 20 years’ experience in the Trustee industry as well as a background in running small businesses for many years. He, therefore, unde…

Branch Manager

With over 16 years of experience at Perpetual Guardian, Yunus brings a wealth of experience to his leadership role in the Northern Region. His key foc…

Branch Manager

With more than 20 years of experience at Perpetual Guardian, Jan has extensive knowledge in the areas of estate planning and administration. As Branch …

Branch Manager

Brendan brings over 30 years of trustee industry experience in the area of succession planning. Preservation of family wealth for the benefit of futur…

Branch Manager

Aaron has a 25-year background in financial services and has held Head of Advice roles with large financial planning firms in NZ. He has also authored…

Branch Manager

Paul has in excess of 25 years in the financial services industry, along with broad commercial experience in business and property throughout the wide…

Branch Manager

With over seventeen years at Perpetual Guardian and thirty in the financial services industry, Graeme brings a wealth of experience leading our Central…

Branch Manager

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…

Investments Team

Investment Adviser

Megan has over 30 years’ experience in financial services, with a background in investments and Private Banking. She is an Authorised Financial Advise…

Senior Client Manager

Tanaz has over 20 years of experience in the financial services industry, with 13 years experience at Perpetual Guardian. She has the expertise to assist…

Investment Adviser

Craig has been with Perpetual Guardian over thirty years in a variety of roles and says one of his greatest achievements is when clients treat him as…

Investment Adviser

Graham specialises in helping his clients to protect and grow their wealth. His focus is on getting to know his client’s personal situation and their…

Investment Adviser

With more than 30 years of experience in the trustee and financial services industry both in New Zealand and Australia, Gary has the skills, experience…

Investment Adviser

With more than 15 years of experience in the trustee and financial services industry, including 8 years with Perpetual Guardian, Kevin has expertise…

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