The Summer KiwiSaver scheme is managed by Forsyth Barr Investment Management Ltd. Forsyth Barr Investment Management Ltd is a licenced manager of registered schemes and part of the Forsyth Barr group of companies. The directors of Forsyth Barr Investment Management Ltd are detailed below.
email@example.com | DDI: +64 4 495 8182 | Mobile: +64 21 634 560
Neil was appointed Managing Director of Forsyth Barr in 2001 and has been working in NZ’s capital markets for 30 years. He is also Chancellor of Victoria University of Wellington and Chairman of the NZ Regulatory Board of Chartered Accountants Australia and New Zealand (CAANZ).
He is a Fellow of the Institute of Finance Professionals NZ (INFINZ), a Fellow Chartered Accountant and a former director of NZX Limited.
Director, Wealth Management
firstname.lastname@example.org | DDI: +64 4 495 5269 | Mobile: +64 21 612 451
Gordon Noble-Campbell joined Forsyth Barr in 2012, and has over 30 years of experience in the financial services sector in a variety of senior executive roles.
He is a Fellow of the Financial Services Institute of Australasia, a member of the Institute of Directors in New Zealand, and is registered as a financial adviser.
Gordon is a former Board Member of the Investment Funds Association of NZ, and a former Wellington Branch Chairman of the Institute of Financial Advisers.
Head of Operations Development
email@example.com | DDI: +64 9 368 0062 | Mobile: +64 21 831 967
Peter Cearns joined Forsyth Barr in 2000 with the merger of Frater Williams & Co Limited. He has over 20 years of experience in capital markets covering compliance, project management and operational roles. Prior to entering stockbroking, Peter worked as a Financial Analyst and Actuarial Analyst.
Peter holds a Bachelor of Science (Mathematics), a post-graduate Diploma (Accounting), and a Master of Commerce in Economics/Finance (First Class Honours), all from the University of Auckland. He is registered as a financial adviser, holds the NZX Diploma, is accredited as an NZX Adviser, and is a member of the Institute of Finance Professionals NZ (INFINZ).
Head of Wealth Management
firstname.lastname@example.org | DDI: +64 3 363 1419 | Mobile: +64 21 995 519
Shane joined Forsyth Barr in 2002 as Head of Retail Broking, having operated in the stockbroking industry since 1986.