Our people,
your team.
Directors
Chair – Non-Executive Director
Ben is a non-executive director of a number of public and private companies. He is also a founding partner and executive chairman of H2 Ventures, a venture…
Founder – Non-Executive Director
Andrew is the Founder of Perpetual Guardian, having been its major shareholder and former Managing Director since 2014. He is Chair of Givealittle…
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…
Independent Non-Executive Director
Jennah is a proven people and organisational leader, Jennah’s credentials, connections and expertise have seen her sit on both sides of the board table…
Group Leadership Team
CEO – Perpetual Guardian Group
Patrick was appointed CEO of the Perpetual Guardian Group in 2020. He brings extensive experience in the business and industry, having previously spent …
Chief Financial Officer
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…
Chief Operations Officer
Jennifer is responsible for leading the company’s national branch network, including the New Zealand Trustee Services (NZTS) business. Jen brings exte…
Group General Counsel and Company Secretary
Henry was appointed General Counsel in 2019. He brings significant fiduciary expertise with considerable experience as in-house counsel…
Chief Information Officer
Mike is responsible for the Digital & Information Technology team. Mike has over 20 years of experience in leading people and…
Chief Risk Officer
Lynne joined Perpetual Guardian in July 2015 as Head of Risk and Compliance and is responsible for managing our risk framework…
Chief Investment Officer -
PG Investments
Tim has spent his career focusing on global asset allocation and investment, bringing nearly 35 years of experience, as a global equity investor. He has managed assets in New Zealand…
Heads of Departments
Head of Branch Network
With over 20 years of experience at Perpetual Guardian, Yunus brings a wealth of experience to his leadership role in the Northern Region. His key foc…
Branch Managers
Branch Manager
Over 19 years, Tania has specialised in several areas of the Trustee Services industry and managed large customer facing teams in Auckland and Christchurch…
Branch Manager
Jason has over 25 years in the Trustee Industry performing various roles in the provision of customer service and advice either directly or indirectly to clients…
Branch Manager
Sera brings to Perpetual Guardian a blend of both legal and Trustee Services expertise. Her understanding of legal frameworks and wealth management …
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
Michelle is the branch manager for our New Plymouth office. Michelle has been in management roles for 20 years, with the last 9 being in the Trustee Services ind…
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
Loni is responsible for growing and leading the Auckland CBD and Remuera Branch, through the wealth of knowledge and experience she has acquired during her professional…
Branch Manager
Glenn has 15 years experience in the financial services industry having worked for two major banks in Auckland and Central Otago, in a variety…
National Development Manager
David has over 40 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…
Investments Team
Senior 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 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 – Fiduciary
Craig has been with Perpetual Guardian over 30 years in a variety of roles and says one of his greatest achievements is when clients treat him as…
Investment Adviser – Fiduciary
With more than 15 years of experience in the trustee and financial services industry, including 8 years with Perpetual Guardian, Kevin has expertise…
