Lower North Island
Wellington and Nelson
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).
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 two books on financial management and has been a regular media commentator on planning and investment issues.
Aaron has developed and led nationwide advice-based teams and has held primary responsibilities for governance and high net worth client management. He is an experienced presenter on financial issues and has developed the skill set of being able to effectively communicate complex concepts to a wide audience.
Over the last decade, Aaron has increased involvement in the area of iwi financial management and currently sits on the Investment Committee of a major North Island iwi.
Aaron has a commerce degree from Auckland University and an investment management qualification from the US Financial Industry Regulatory Authority.
Palmerston North and New Plymouth
Paul has in excess of 25 years in the financial services industry, along with broad commercial experience in business and property throughout the wider Manawatu/Horowhena and Wanganui areas.
Paul’s role includes the management of Trusts, estates and agencies. He is passionate about developing long-term relationships with a high level of understanding to enable the personalising and tailoring of individual solutions to best suit his clients.
Outside of work Paul is a keen sport-watcher, actively follows his 3 daughters’ education, sport and various interests. When time allows, Paul can also be found on the golf course.
Having over 30 years experience working in the legal industry in Taranaki and Auckland, Alison brings extensive knowledge to her role as Client Manager. She specialises in providing clients with well-crafted Wills, Enduring Powers of Attorney, Trusts and other legal structures which are suited to their needs.
Alison provides her clients with quality service built on clear communication, respect and integrity. She enjoys helping her clients achieve peace of mind and solutions to the outcomes they are looking for. She understands the sensitive nature of Wills and will support your family when you are grieving.
Currently living in New Plymouth, Alison and her husband have spent many years working as Sharemilkers in the region. Alison enjoys spending time with family and friends and also spends time enjoying the magnificent Taranaki lifestyle of surf, sun and mountain activities.
Alison has a Diploma in Conveyancing and a Legal Executive Diploma. She is a member of the New Zealand Institute of Legal Executives and is the Taranaki Representative on the National Council.
Miles has 17 years of experience in the trustee industry working for Perpetual Guardian. He enjoys the variety that the role as Client Manager provides, developing long-term relationships with clients. He draws on his experience and industry knowledge to provide personalised service to our fiduciary clients, adding value by tailoring advice and solutions to their individual needs.
Miles is a member of the Executor and Trustee Institute (METI) and holds a National Certificate in Financial Services (Financial Advice) Level 5.
Outside work his family has a keen interest in sport and is very busy with his two teenage children.
Stephanie has over 12 years experience in the trustee industry, with a focus on high net worth clients and Charitable Trusts. She has worked along side Advisory Boards and co-trustees to establish and manage Charitable Trusts and implement granting strategies, including multi-million dollar grant rounds.
Stephanie’s role includes managing Family Trusts, Charitable Trusts, estates and agencies. She enjoys establishing a trusting, long-term relationship with her clients in order assist them in protecting those things most important to them — their families and their financial future — by providing personalised solutions-focused advice in relation to their Trust management and estate planning.
With over 20 years of experience in the trustee industry, Jason has considerable expertise to help clients meet their long-term financial goals, as well as their estate and asset planning needs.
Jason’s role includes the management of Trusts, estates and agencies with a focus on our high-net-worth clients. Jason is also active in the Philanthropy area, particularly in the establishment and management of several Charitable Trusts. He also works alongside Advisory Boards and co-trustees to determine and implement granting strategies.
Jason has an Honours Degree in Finance, a Graduate Diploma in Business Studies with an endorsement in Personal Financial Planning. He is also an Authorised Financial Adviser.
With more than 40 years of experience in the trustee industry, including 25 years with Perpetual Guardian, Malcolm has considerable expertise helping our clients meet their long-term financial goals, and estate planning needs.
Managing investment portfolios for many of our high net worth clientele of estates, Trusts, and individuals under Enduring Powers of Attorney. Malcolm is also active in the Philanthropy area, working with a number of clients’ Charitable Trusts, with a particular focus on medical research.
Malcolm is a Member of the Executor and Trustee Institute (METI), holds a Grad Dip in Business Studies (Personal Financial Planning), is an Authorised Financial Adviser (AFA), and Certified Financial Planner (CFP).
Vivian has over 3 years experience in the trustee industry, with a focus on estate planning and administration.
She is passionate about and understands the importance as well as the sensitive nature of estate planning. Because of this Vivian enjoys working closely with clients to assist them with their needs and provide sound advice.
Her role as Client Manager includes advice and administration of Family Trusts, Charitable Trusts, Estates and Agencies.
Vivian has a Degree in Commerce, majoring in Accounting and Commercial Law. Outside of work she enjoys doing marital arts and spending time with her family and friends.