Meet our Savings Specialists

 

Alison Ko
Savings Specialist

alison.ko@summer.co.nz  |  0800 11 55 66

Alison joined Forsyth Barr as a Savings Specialist in 2022, having spent some time in audit and the healthcare industry.

She holds a Bachelor of Commerce, majoring in Accounting from University of Otago.


Daniel Lark
Savings Specialist

daniel.lark@summer.co.nz  |  0800 11 55 66

Daniel Lark joined Forsyth Barr as a KiwiSaver Specialist in 2016. He has over 10 years of experience in the financial services industry, most recently in the banking sector in Australia.

Daniel is registered as a financial adviser. He holds a Bachelor of Arts with Honours majoring in History from the University of Otago and a Diploma in Financial Services from Deakin University (Melbourne).


 

Lachlan Wood
Savings Specialist

lachlan.wood@summer.co.nz  |  0800 11 55 66

Lachlan Wood joined Forsyth Barr as a Savings Specialist in 2022, having spent some time as a Payment Assessor at ACC (Accident Compensation Corporation).

He holds a Bachelor of Commerce from Victoria University of Wellington, having a major in Economics and a minor in Finance.

Originally from Tauranga, Lachlan now lives in Dunedin where in his spare time you will most likely find him outdoors either hiking or swimming.