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 focus is to ensure his team of 31 across six branches in the region delivery efficient and superior service to all clients.
This means creating enduring relationships with clients to provide long-term prosperity and peace of mind. Yunus is proud to influence growth and change in the business, positioning Perpetual Guardian as an expert in the trustee industry across his region.
Yunus holds a Diploma in Business Studies.
Waikato & Bay of Plenty Region
With more than 20 years of experience at Perpetual Guardian, Jan has extensive knowledge in the areas of estate planning and administration. As Regional Manager for the Waikato and Bay of Plenty, she is responsible for the Hamilton, Tauranga and Rotorua branches.
Jan’s key focus is to ensure that her team members are service-focused and accessible to their clients in order to build enduring relationships.
Jan has a Bachelor of Laws (LLB) and a National Certificate in Financial Services (Financial Advice).
With over twelve years at Perpetual Guardian and twenty in the financial services industry, Graeme brings a wealth of experience leading our Central New Zealand team.
As manager of the 18 strong team Graeme ensures they focus on establishing trusting long-term relationships with our clients to deliver the best results for their financial future and provide long-term prosperity and peace of mind.
With extensive knowledge across the whole service offering which includes Family Trusts, Charitable Trusts and estates, Graeme works closely with the team to develop a consistent high-level of service to our clients.
Graeme has a Legal Executive Certificate, a Graduate Diploma in Business Studies (Personal Financial Planning) and a National Certificate in Financial Services (Financial Advice Level 5).
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.