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.
firstname.lastname@example.org | 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 close to 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), former Chairman of the NZ Society of Investment Analysts, and a former director of NZX Limited.
Head of Research
email@example.com | DDI: +64 4 495 8246 | Mobile: +64 21 338 941
Andy joined Forsyth Barr in 2012 as Head of Research. He has over 15 years of industry experience. Andy is a FCA Chartered Accountant and has a BEng (Hons) degree in mechanical engineering from the University of Nottingham.
Head of Legal and Compliance
firstname.lastname@example.org | DDI: +64 4 495 8202 | Mobile: +64 21 183 3198
Nick joined Forsyth Barr in 2014. He has over 20 years experience in the financial and legal industries in NZ and overseas. Nick holds an LLB (Hons) from Victoria University of Wellington and a BSc (Hons) Mathematics from the University of Canterbury. He is also Deputy Chair of the NZ Markets Disciplinary Tribunal and Chair of the Securities Industry Association.
Head of Private Client Services
email@example.com | 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. Shane is a member of the Financial Markets Authority’s Code Committee for Financial Advisers and the Financial Advice Code Working Group appointed by the Minister of Commerce and Consumer Affairs.