Directors
Executive Leadership
Heads of Departments
Branch Managers
Good quality people - they listen and provide options and advice based on my needs.
Nelson

Directors

  • Rob Flannagan

    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....
    Rob Flannagan
    Chairman - Independent Non-Executive Director
    Auckland

    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. Previous senior executive roles have included Managing Director of Guardian Trust from 1995 until 2000, as well as serving as Director of Group Initiatives for Royal & Sun Alliance.

    Rob is a qualified chartered accountant, a graduate of Harvard Business School and serves as a Justice of the Peace.

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  • Andrew Barnes

    Founder
    With a track record of market-changing innovations and the digitising of various industries, Andrew Barnes identified the opportunity for the evolutio...
    Andrew Barnes
    Founder
    Auckland

    With a track record of market-changing innovations and the digitising of various industries, Andrew Barnes identified the opportunity for the evolution of real estate in Australia, and was chairman of realestate.com.au at the time of its IPO on the ASX.

    Andrew has now triggered a revolution of the entire New Zealand fiduciary services and legal services industries, and the transformation he is leading has positive implications both locally and globally.

    Andrew Barnes is the founder of Perpetual Guardian, which formed through the coming together of Perpetual Trust and Guardian Trust, and a director of Complectus Limited. He is also chairman and non-executive director of Perpetual Trust Limited.

    Under Andrew’s leadership, Perpetual Guardian has moved away from financial advice and wealth management and back to a pure fiduciary services model that engages with Kiwis and provides services through a variety of platforms. As a keen philanthropist, Andrew is also leading the expansion of the company’s long-standing philanthropy service by creating vehicles that encourage Kiwis into long-term charitable giving at a level they can afford.

    Andrew was previously a director and founder of Just Wills Holdings Limited, a UK-based will writing and estate planning business. Before that he was CEO of Bestinvest, a US$5.7billion, UK-based investment management and advisory company, leading the sale to private capital in 2007, and was managing director of Australian Wealth Management Limited, a major Australian wealth management and trustee business that he led to IPO in 2005.

    Andrew holds an MA from Selwyn College, Cambridge and an ACIB (UK), and has attended the Program for Management Development at Harvard Business School.

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  • James Douglas

    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....
    James Douglas
    Independent Non-Executive Director
    Auckland

    James has two decades experience in the Trust and Financial Services Industry, most recently as TOWER Insurance’s Chief Executive Officer for 4 years. Prior to that, James was the Managing Director for 7 of his 12 years at Guardian Trust. James is currently an Independent Director of Perpetual Trust Limited. James has also held directorships in a number of New Zealand companies, including TOWER Life Limited, Asteron Life New Zealand Limited, and National Insurance Life & Health Limited.

    James holds a Bachelor of Commerce and attended a Management of Professional Firms programme at Harvard University.

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  • Ben Heap

    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...
    Ben Heap
    Non-Executive Director
    Auckland
    https://www.linkedin.com/in/benheap/?originalSubdomain=nz

    Co-founder of H2 Ventures, former Managing Director at UBS Global Asset Management and committed to fostering Australian innovation. Ben is a non-executive director of a number of Australian companies and the executive chairman of H2 Ventures, an investment firm he founded with his brother Dr Toby Heap to invest in the entrepreneurs and companies that will shape Australia's future in the world.

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  • Gavin Lonergan

    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...
    Gavin Lonergan
    Non-Executive Director
    Auckland
    https://www.linkedin.com/in/gavin-lonergan-77287022/

    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 its council for five years, including through its establishment phase. In addition to investment responsibilities, Gavin manages the First Capital's marketing and media communications. Gavin has represented Direct Capital on a number of boards. He is currently a director of portfolio companies including Stratex Group and Complectus Limited.

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  • Ross George

    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...
    Ross George
    Non-Executive Director
    Auckland

    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 director and shareholder of the BKW Group, a Hong Kong-based private equity firm. Ross has primary responsibility for developing and managing the firm's relationships and he currently holds directorships with Bayleys Real Estate, Fishpond Limited and Complectus Limited

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Executive Leadership

  • John McFetridge

    General Manager – Personal Client Services
    John has 25 years experience in the trustee and financial services industry and has built a wealth of trustee knowledge and expertise. John is activel...
    John McFetridge
    General Manager – Personal Client Services
    Auckland

    John has 25 years experience in the trustee and financial services industry and has built a wealth of trustee knowledge and expertise. John is actively involved in the industry and has served as Chair of Personal Trust and Advisory Services Committee with Trustee Corporations Association of NZ (TCA), the industry body responsible for establishing industry standards and monitoring regulatory process and adherence. John is a member of the Society of Trust and Estate Practitioners and the Executor and Trustee Institute of Australia and New Zealand.

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  • Mark Perrow

    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...
    Mark Perrow
    Group Finance Director
    Auckland

    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 Management, Life Insurance, and Trustee businesses. He joined Perpetual Trust in 2010 and with Perpetual and Guardian Trust joining forces became Group Finance Director in 2014. He has previously held senior roles with Spicers Portfolio Management, and with Tower Health & Life. Mark is a Chartered Accountant and holds a BCom in Finance from the University of Auckland.

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  • Mark Jephson

    General Manager – Corporate Trusts
    Mark joined Guardian Trust in 2007 after spending five years working in financial services overseas. Specifically, Mark spent two years working in cor...
    Mark Jephson
    General Manager – Corporate Trusts
    Auckland

    Mark joined Guardian Trust in 2007 after spending five years working in financial services overseas. Specifically, Mark spent two years working in corporate trustee services for a large Sydney-based trustee company and three years at a number of investment banks in London.

    Mark has extensive experience in all aspects of corporate trustee services.

    Mark holds a Bachelor of Commerce (major in Economics) and a Graduate Diploma in Finance from the University of Otago and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.

    Mark is a member of INFINZ and a committee member of the New Zealand sub-committee of the Australian Securitisation Forum.

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  • Lynne Caroll

    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...
    Lynne Caroll
    Head of Risk and Compliance
    Auckland

    Lynne joined Perpetual Guardian in July 2015 as Head of Risk and Compliance and is responsible for managing our risk framework and compliance obligations. Lynne brings more than 15 years of experience in compliance and risk management from senior roles with large financial entities in both New Zealand and overseas. Lynne started her career in legal services and also has experience working in listed companies.

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  • Christine Brotherton

    Head of People and Capability
    Christine joined Perpetual Guardian in January 2016 as Head of People and Capability. Christine is responsible for the development and implementation ...
    Christine Brotherton
    Head of People and Capability
    Auckland

    Christine joined Perpetual Guardian in January 2016 as Head of People and Capability. Christine is responsible for the development and implementation of HR strategies, including recruitment, organisational culture, employment relations and talent management. She has over 15 years of HR experience in New Zealand and overseas and has previously worked in financial services, investment banking and professional services organisations.

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  • Patrick Gamble

    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...
    Patrick Gamble
    General Counsel & Company Secretary
    Auckland

    Patrick is our senior legal adviser and company secretary, responsible for the provision of legal and compliance support to the business. Prior to joining Perpetual Guardian, Patrick practiced law at Russell McVeagh, and has also worked for international law firms in Dublin and Malta, specialising in corporate and commercial law, capital markets and joint ventures and shareholder arrangements.

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Heads of Departments

  • Jennifer Tweed

    National Manager - Retail
    Bio coming soon.
    Jennifer Tweed
    National Manager - Retail
    Auckland

    Bio coming soon.

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  • Matthew Pausina

    Head of Operations, Personal Client Services
    Matthew joined the team at Perpetual Guardian in 2015, bringing over 20 years’ experience in the financial services industry. Having worked extensivel...
    Matthew Pausina
    Head of Operations, Personal Client Services
    Auckland

    Matthew joined the team at Perpetual Guardian in 2015, bringing over 20 years’ experience in the financial services industry. Having worked extensively throughout the Asia Pacific region, where he held various senior roles in project management, process re-engineering and service delivery, Matthew has a sound understanding of operational best practice. Matthew recently finished up his career with HSBC following a four-year stint as Chief Operating Officer for HSBC New Zealand, where he led teams of both local and offshore staff.v

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  • Michelle Pope

    Head of Client Care
    Michelle has responsibility for client care, marketing and the delivery of Perpetual Guardian’s philanthropy, estate and legal services. With over 30 ...
    Michelle Pope
    Head of Client Care
    Auckland

    Michelle has responsibility for client care, marketing and the delivery of Perpetual Guardian’s philanthropy, estate and legal services. With over 30 years of experience and knowledge at all levels within the industry, Michelle leads teams committed to championing an enhanced experience for Perpetual Guardian clients.

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  • John M. O. Winch

    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...
    John M. O. Winch
    Head of Investment Advisory
    Auckland

    John has over 30 years’ experience in investment markets. He obtained his expertise predominantly in the UK where he was a multi-professional services business owner, holding CEO, Directorship and Chairman roles. Most notably, he was responsible for chairing an independent boutique investment business as well as developing a UK FTSE 100 company’s investment platform entry into the UK intermediary market. John brings a truly international flavour to Perpetual Guardian.

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  • Harry White

    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...
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    Harry White
    Family Office Executive
    Auckland

    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 Finance in Canterbury, and later Commercial Banking in Auckland, has seen him gain valuable experience in the importance of asset management and protection, succession planning and equity preservation.

    Harry is also a Trustee of a Charitable Trust which provides a strong understanding of operational trust management, governance and structuring as well as philanthropic endeavours.

    Harry holds a Bachelor’s Degree in Commerce and Agriculture from Lincoln University. Outside work he has interest in equine pursuits and holds a private Helicopters licence.

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Branch Managers

  • Ian Parkes

    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...
    Ian Parkes
    Branch Manager
    Takapuna and Whangarei

    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, understands the everyday problems his clients face and has both the skills and knowledge to help them achieve their goals.

    Focused on a holistic approach to estate planning, Ian enjoys helping clients put plans in place that will meet their long-term goals. He particularly enjoys seeing the sense of satisfaction individuals have when they know their plan will meet their needs.

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  • Yunus Hanif

    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...
    Yunus Hanif
    Branch Manager
    Auckland CBD

    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 deliver 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.

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  • Tammy Barker

    Branch Manager
    Tammy has over ten years of experience in the trustee industry in various roles. She loves the opportunity to establish relationships which enable her...
    Tammy Barker
    Branch Manager
    Remuera

    Tammy has over ten years of experience in the trustee industry in various roles. She loves the opportunity to establish relationships which enable her to best advise people in the most precious areas of their lives, along with the variety of work that the industry offers.

    She attained her BA degree in 1995 and her LLB degree 1997 and was admitted to practise in 1999. After immigrating to New Zealand, she re-qualified and was enrolled as a barrister and solicitor in 2011.

    Prior to joining the trustee industry, she practised as a solicitor overseas for eight years, specialising in the area of litigation.

    Tammy has gained experience in providing quality advice on asset protection, Trust management and estate administration.

    She specialises in advising on the management of complex and diverse asset protection structures, which provide enduring solutions for her clients. Tammy takes immense pride in proactively engaging with clients, understanding their goals and expectations and working tirelessly to facilitate these.

    Outside of work she is a busy mum and also long-standing volunteer for the Red Cross Meals on Wheels delivery service.

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  • Jan Middlemiss

    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...
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    Jan Middlemiss
    Branch Manager
    Tauranga and Rotorua

    With more than 20 years of experience at Perpetual Guardian, Jan has extensive knowledge in the areas of estate planning and administration. As Branch Manager, she is responsible for the 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).

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  • Brendan Reidy

    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...
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    Brendan Reidy
    Branch Manager
    Hamilton

    Brendan brings over 30 years of trustee industry experience in the area of succession planning.

    Preservation of family wealth for the benefit of future generations is his focus, along with ensuring the structures clients put in place remain compliant and continue to achieve their initial intention.

    Brendan is always eager to review the provisions clients have made to protect their families and offer options to achieve their goals.

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  • Aaron Hing

    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...
    Aaron Hing
    Branch Manager
    Napier

    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.

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  • Paul Fifield

    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...
    Paul Fifield
    Branch Manager
    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.

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  • Graeme Frewin

    Branch Manager
    With over seventeen years at Perpetual Guardian and thirty in the financial services industry, Graeme brings a wealth of experience leading our Centra...
    Graeme Frewin
    Branch Manager
    Wellington and Nelson

    With over seventeen years at Perpetual Guardian and thirty 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 consistently high-level of service to our clients.

    Graeme is a full member of STEP and holds the TEP designation, as well as a Graduate Diploma in Business Studies (Personal Financial Planning) and a National Certificate in Financial Services (Financial Advice Level 5).

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  • David Boyce

    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...
    David Boyce
    Branch Manager
    Christchurch, Ashburton and Timaru

    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.

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  • Irene Russell

    Branch Manager
    Irene has 18 years in the Trustee Industry joining Perpetual Guardian from Public Trust in January 2018. Prior to this she spent 20 years in the banki...
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    Irene Russell
    Branch Manager
    Dunedin

    Irene has 18 years in the Trustee Industry joining Perpetual Guardian from Public Trust in January 2018.

    Prior to this she spent 20 years in the banking industry with 13 of those spent at the Bank of Scotland and then 7 years at Countrywide Bank in Dunedin.

    She has a strong customer focus and always aims to exceed her clients’ expectations.

    Her strengths are building long-term client relationships and providing her clients with the services to achieve their long-term objectives.

    She is also on the board of the Otago Welfare Guardianship Trust, a trust set up to provide Welfare Guardians to people who have no family or friends who are able to take on this role.

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