Southern Region - Client Managers
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.
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.
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.
With more than 25 years of experience in the trustee and financial services industry both in New Zealand and Australia, Gary looks after his clients with a high level of professional and technical competence.
Based in our Christchurch office, he is responsible for a number of large Family Trusts, estates, personalised investment portfolios and some prominent Charitable Trusts. Throughout his 15 years at Perpetual Guardian, Gary has focused on establishing long-term relationships with his clients to ensure they have peace of mind and know that their financial future is secure.
He has completed the National Certificate in Financial Services (Financial Advice) (Level 5) investment module and is an Authorised Financial Adviser (AFA).
With over 30 years of experience, including 20 years at Perpetual Guardian, Jeremy has considerable knowledge of the trustee industry.
Jeremy is keen to assist clients in a wide range of areas, particularly asset protection, Wills and Trusts. Jeremy endeavours to tailor his advice and solutions to a particular client’s needs in a manner they can understand.
Jeremy graduated with an LLB from Canterbury University after which he worked as a law clerk in a Christchurch law firm before joining Perpetual Guardian.
Born and raised on a foothills farm in inland Canterbury, Jeremy has been based in Christchurch most of his life, although he has travelled extensively. He is a keen skier and is also enthusiastic about mountain biking, tramping and going to the gym.
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.
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.
Mark joined Perpetual Guardian over six years ago after thirty years in banking and motor trade finance. His work involves managing Trusts and on-going estates, working closely with clients and beneficiaries to ensure the right plans are in place to secure their financial future. One of Mark’s key areas of focus is estate planning and administration.
Mark has completed several Executor and Trustee Institute papers. He is a motoring enthusiast and when he is not driving his classic cars, he can be seen playing golf at every opportunity.
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 is studying for the Diploma in Trusts & Estates, in affiliation with the Society of Trust and Estate Practitioners (STEP).
Sue has an extensive background in professional trustee services with 14 years of experience in trust and asset planning in Christchurch, Wellington and Dunedin. She has successfully completed Trust papers through the Executor and Trustee Institute and the University of Western Sydney to further her expertise in the areas of Wills, Enduring Powers of Attorney, and Estate Administration and Planning. Sue considers it a privilege to be able to assist her clients with their personal affairs and believes that in order to provide the best possible advice, it is important for her to understand her clients well.
Sue is the trustee representative on the Theomin Gallery Management Committee for Olveston, Dunedin’s historical homestead, and is an advisory board member for the Olveston Charitable Foundation. She is also involved with the Henderson Arts Trust which provides the Artist in Residency Programme at Henderson House in Central Otago.
Having grown up in Southland, Sue has strong connections to the South. She is a member of the business and professional women’s volunteer service group Soroptimist International. Dunedin is home for Sue, where she lives with her husband, Steve, and their daughters, Caitlin and Eloise. In her spare time, Sue can be found in the horse paddock supporting the family’s passion for all things equestrian.
Clinton joined the Perpetual Guardian in 2015 as Client Manager and has a decade’s worth of experience in the trustee services industry.
Clinton is a Massey University graduate and is an associate member of the Society of Trust and Estate Practitioners.
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).