OUR team

"I have a number of years experience working in the financial services industry both in people and client management roles. I am passionate about supporting and developing my team to ensure they have the skills to provide their clients with great service and financial solutions. I am an intrepid traveller; I enjoy getting off the beaten track to explore new places always travelling with note pad for my travel stories and my trusty camera."

Contact JENNY

"The guiding principle of putting clients' interests first is key to developing long-term relationships with clients which help them to achieve their financial goals. I have long been involved in working to raise the standards of financial advice in New Zealand and truly believe that being a professional financial adviser means being responsible for acting in a fiduciary role towards your clients. My work over many years through the Institute of Financial Advisers of NZ (most recently as their President for the past two years) has involved me working with advisers and regulators to achieve the dream of a financial advice profession in New Zealand that all consumers can feel confident in accessing so that they are able to benefit from the value good professional financial advice can provide."

Contact Lyn

"I joined Westpac in 2010 as Area Manager South Island. Immediately prior to this, I held a senior commercial role with ASB Bank and have worked across the Commercial, Business and Rural markets with them for 15 years.

I enjoy leading a team in a dynamic environment through changing economic cycles.

Outside of work, I have a passion for the outdoors including mountaineering and hunting which I balance with my young family."

Contact Hamish

“I have worked for Westpac for 30 years with the last 15 being in Private Banking, both in Wellington and Auckland.

I work closely with my clients to identify their financial goals, and there's nothing more satisfying than seeing my advice help people to reach them.

I have completed a Graduate Diploma in Financial Planning through Massey University and I am an Authorised Financial Adviser.

In my spare time I enjoy walking, travel, the theatre and playing bridge at Auckland Bridge Club.

Please feel free to call me, to see how I can help you.”

Contact BRENT

“As an experienced financial adviser, I enjoy building relationships with my clients to help you meet your individual financial goals and needs.

I have worked for Westpac for over 16 years, with 10 of these being in Private Bank. I have also had experience working outside the banking industry, and have completed study to become an Authorised Financial Adviser.

In my spare time I am an avid sports fan and enjoy a range of leisure activities.

Please feel free to call me, to see how I can help you.”

Contact CLIVE

"I am passionate about working along side my clients to help them achieve their aspirations and goals.

I always go the extra mile and use the experience I have gained from my 10 years in the banking industry to achieve a great solution. "

Contact DAVID

"I’ve been working at Westpac for almost 20 years. I’m passionate about helping customers reach their financial aspirations."

Contact JACINTA

“I have been with Westpac as a Private Adviser since 2007. I have over 25 years experience in the banking industry with roles that include Bank Manager and Priority Relationship Manager.

I have a Post Graduate Diploma in Business Studies & Financial Planning and have completed the requirements to become an Authorised Financial Adviser. I am currently a Senior Associate of the Financial Services Institute of Australasia (FINSIA).

I pride myself on delivering superior one-on-one service and there is nothing more satisfying to me than giving my clients a financial framework, then seeing it help them achieve their financial dreams and aspirations.

Outside of work I enjoy keeping fit through running and swimming in an effort to keep up with my young family.

Please feel free to call me, to see how I can help you.”

Contact STEVE

“I have spent over 16 years working in the banking industry in both New Zealand and the UK. I have held numerous relationship management roles during this time, including my current role as a Private Adviser since 2007.

As a trusted adviser, I am passionate about forming strong relationships with my clients, enabling me to better assist you to achieve all of your financial goals and aspirations.

My current qualifications include National Certificates in Financial Services and I have completed study to become an Authorised Financial Adviser.

Outside of work, I am a husband and father of one. I am also an avid sportsman, keen supporter of all sporting codes, and have a passion for travel and experiencing different cultures.

Please feel free to call me, to see how I can help you.”

Contact JASON

“I am an Authorised Financial Adviser with over 25 years Financial Services experience, primarily in Business, Personal and Private Banking. I have been in my current role as a Private Adviser with Westpac for two years.

My aim is to provide you with a professional and trusted Private Bank relationship. Many of my new clients are referred to me by existing clients who are confident in my ability to deliver superior service.

I immigrated to New Zealand from Scotland over 25 years ago. I love the kiwi way of life and enjoy spending time with friends and family, along with travelling to countries that I have never visited before.

I love what I do, and if I can be of any assistance to you, please don’t hesitate to give me a call.”

Contact LORRAINE

"In my role I endeavour to form a strong relationship with my clients. I aim to give you the best financial advice to meet your individual needs and to help build on your assets.

I have worked in the finance industry for over 25 years and as a Relationship Manager for nine.

As an Authorised Financial Adviser, I aim to provide the highest standard of professional service.

Outside of work I am a passionate follower of New Zealand sport.

Please feel free to contact me as I would be delighted to have the opportunity to meet with you."

Contact VIV

“I have worked in the financial services industry for over 25 years, both in NZ and overseas in Iceland. I have a Graduate Diploma in Personal Financial Planning, and I am a Certified Financial Planner, as well as an Authorised Financial Adviser.

I am a member of the Institute of Financial Advisers where I attend meetings to keep up with continuing educational requirements to maintain a level of professionalism.

I can draw on a great deal of experience in a wide range of areas within the Financial Services industry to provide excellent customer service and tailored solutions that meet your needs.

Outside of work I enjoy boating, travelling and looking after my adult family.

Please feel free to call me, to see how I can help you.”

Contact MARIE

"I have been with Westpac since 2006 and have over 10 years banking experience in both New Zealand and Scotland. In that time I have worked in various Leadership and Relationship Management roles. I am also an Authorised Financial Adviser.

I bring broad and diverse banking experience to my role and use this to make the most out of my client relationships. I am well experienced at supporting new arrivals to New Zealand or returning ex-pats in need of a high standard of service and guidance.

I am an avid gym goer and am interested in international cuisines, cooking and travelling. I appreciate the performing arts and enjoy the latest gadgets, toys and technologies.

Please feel free to call me, to see how I can help you.”

Contact Richard

“I am a Private Adviser for Westpac in Hamilton. I have been in the Finance industry for over 25 years, of which over 20 of these have been with Westpac.

I find my current role the most rewarding as I enjoy working with my clients as their trusted Authorised Financial Adviser, allowing me to deliver a mutually agreeable plan to see them succeed financially.

I am proud to be a born and bred Hamiltonian and I am a classic car enthusiast, as well as a keen boatie, which my family also enjoy.

I look forward to working with you to deliver a banking solution tailored to meet your individual needs and goals. Please feel free to call me, to see how I can help you.”

Contact BRENDON

“I have now worked in the banking industry for nearly 30 years and particularly enjoy my current position as a Private Adviser.

This role gives me the opportunity to build relationships with clients and my aim is to help you to achieve your goals in a friendly, professional and efficient way. I have completed study to become an Authorised Financial Adviser, enabling me to better assist you to achieve all of your financial goals and aspirations.

Away from work, I have a passion for travel and love to experience new cultures. I enjoy the outdoors, camping and keeping fit with walking, biking, swimming and the gym. My latest hobby is attempting to learn to paint at night classes.

My customers are the most important part of my day and my goal is to deliver a positive experience at all times, so please feel free to call me, to see how I can help you.”

Contact SUZANNE

"I am a career banker with around 25 year’s industry experience in a variety of roles. I am passionate about relationship management and take great pleasure in assisting all of my clients with their financial goals and helping them make the most of life.

I am constantly looking at ways to add value to your business and to ensure that your expectations are exceeded at all times. I am currently working towards my Post Graduate Diploma in Business Studies and have completed the study requirements to be an Authorised Financial Adviser. This will further strengthen and enhance the value proposition I offer.

Away from work I enjoy supporting my children in their various sporting and cultural endeavours and when time allows, I love getting along to McLean Park to cheer the mighty Hawkes Bay Magpies to another victory!

My other interests include aviation, motor vehicles and, of course coming from the Hawkes Bay, wine.

I consider it a privilege and a pleasure to be entrusted with the client relationships I have in my portfolio.

Please feel free to call me, to see how I can help you."

Contact TIM

“I have been in the Financial Services industry for over 10 years here in New Zealand and I have recently completed my training to become an Authorised Financial Adviser. I would love to take the time to understand what drives you in regards to your family, interests, goals and passions. Understanding these things will enable me to provide you with sound, professional advice and help me work with you to turn your aspirations into reality.

I offer a professional, discrete service and enjoy developing strong relationships with my clients in order to be able to provide the right solutions to achieve their financial goals.”

Contact JEREMY

“I have been in the Financial Services Industry for over 12 years in both the United Kingdom and New Zealand. I am an Authorised Financial Adviser and I am interested in you as a person; the goals, interests and passions that drive you. Your life, family, and business interests are all inextricably linked, and these are the things that shape my thinking and form my advice.

I offer you a relationship with a professional. Someone free to develop a mutual understanding that grows over time; conversation by conversation; crafting solutions, not selling products. I am committed to helping you convert your aspirations into reality.

It starts with a conversation, and leads to my on-going recommendations to you. So please feel free to give me a call or send me an email and we can take account of your bigger picture, even if we manage just a discrete element of your wealth.”

Contact NICK

"I have been with Westpac for over 28 years and have worked as a Private Adviser for the last two. I am an Authorised Financial Adviser and I am currently studying towards a diploma in Financial Planning.

My passion is meeting people and helping them achieve their financial goals.

I have two teenage boys and like to spend time with them in the weekend playing golf and surfing. Personal fitness is also very important to me and I enjoy running, swimming and playing squash.

Please feel free to contact me if I can assist you in any way."

Contact RICHARD

“I have worked in the financial services industry for 16 years, eight of which have been with Westpac Private Bank. I love my job and I get great enjoyment from the interactions I have with my clients. I strive to exceed client expectations through superior service and sound advice.

I have completed a National Certificate in Financial Services (Financial Advice), and I am accredited as an Authorised Financial Adviser. Relevant to my role, I also hold a Post Graduate Certificate in Management Studies (Property Finance) which I attained through the University of Waikato.

My Financial Advisers role at Westpac sees me predominately focusing on the lending and insurance needs of my clients. I also provide advice and solutions for transactional banking, savings, term investments, and other investment opportunities.

During my spare time I enjoy relaxing with friends and family at our home in the sunny Wairarapa.

Please feel free to call me anytime; I’d be delighted to have the opportunity to chat.”

Contact ANDREW

“I have worked for Westpac for the last 17 years and during this time I have always found my most rewarding roles to be the ones where I am working directly with our clients. I am passionate about helping people achieve their goals and dreams. By talking to you and understanding these, I can tailor a plan which will help you to turn your financial dreams and goals into a reality.

I hold a Bachelor of Arts degree from Victoria University & I am currently studying towards a Graduate Diploma in Personal Financial Planning. Please feel free to contact me directly to discuss your financial goals.”

Contact KELLY

"I have been in the Banking industry for over 29 years and find my role as a Private Adviser for Westpac the most rewarding.

I have a passion for helping people realise their dreams in a friendly, efficient and professional way. I am an Authorised Financial Adviser and I am also studying toward a diploma in Financial Planning.

I have three teenage children and manage to keep pretty fit mainly through regular swim sessions.

Please feel free to give me a call directly to see how I could be of help."

Contact MALCOM

"The most satisfying part of my role is building strong relationships with my clients as their trusted financial adviser. I will take care of all your banking needs and provide a positive, accessible and direct point of contact, with the ability to refer to specialists as required.

I am an Authorised Financial Adviser and have around 30 years experience in the financial industry. I am passionate about developing long-term relationships with my clients to help you achieve your financial goals.

My spare time is taken up with family and friends, particularly the new grandchildren, travel, walking and shopping!

Please feel free to call me, to see how I can help you.”

Contact HEATHER

"I have been fortunate enough to work as a Client Relationship Manager within the financial sector for over 20 years. My previous roles have included senior positions with Lehman Brothers and Morgan Stanley in London.

My key strengths are in understanding your day to day banking needs and long term goals through building a strong and lasting relationship. I will then support and advise you as you execute a plan to achieve those goals.

I have also completed study to become an Authorised Financial Adviser, enabling me to provide the best possible service to meet your needs.

Please feel free to call me, to see how I can help you.”

Contact GREGORY

"I have been working in the banking industry for over 30 years and I find my role as a Private Adviser for Westpac the most rewarding.

I am an Authorised Financial Adviser and I value all interactions with my clients. I am passionate about working with you to achieve your financial goals and dreams. I enjoy a challenge, am very committed to providing the highest level of customer service at all times and work hard to become your trusted Adviser.

In my spare time I enjoy travelling, reading, spending time with my family and relaxing at our bach.

Please feel free to give me a call directly to see how I may be of help; I would love to hear from you.”

Contact YVONNE

"I love working in Westpac Private Bank and I am passionate about really getting to know all my clients and building strong relationships based on trust and accessibility. The most satisfying part of my role is coming up with a great solution to help a client, or family member of theirs.

My main function is to be your trusted banking adviser and a direct point of contact for all your banking needs, with the ability to refer to specialists when required.

I have over 15 years relationship management experience in personal and business banking and take pride in ‘going the extra mile’ for my clients.

My qualifications include: Authorised Financial Adviser status, Diploma in Financial Planning (Australia) as well as a Bachelor of Arts and Teaching Diploma. I am also the Treasurer for the Otago Institute of Financial Advisers.

My spare time is devoted to family and friends as well as cooking, tramping and reading.

Please feel free to call me, to see how I can help you.”

Contact SHELLY

"I joined Westpac as a Private Adviser in 2008. Prior to this I held a number of roles within the financial industry, including People Management and a Mobile Mortgage Manager.

I love working in Private Bank and my role as a Private Adviser is the most rewarding role of my career. I enjoy getting to know my customers, building permanent relationships and creating financial solutions to help meet their needs.

Queenstown is unique in that I deal with a large number of overseas customers who travel to the area regularly.

I am an Authorised Financial Adviser with access to specialists within Westpac when required.

I live in Arrowtown which is a beautiful historical town and my spare time is devoted to my family, as well as reading and walking.

Please feel free to call me, to see how I can help you."

Contact JANET

"I feel I can add value to my customers through my experience in investing and by effectively matching client needs and goals with the best investment solution and strategy for their individual situation."

"Hi, I’m Quintin and I’ve been with Westpac as an Investment Adviser since 2007. In addition to this, I have over 20 years in the investment and financial services industry in both NZ and South Africa.

I have completed a Bachelor of Commerce and am a Certified Financial PlannerCM in both NZ and South Africa. I am also a member of the Institute of Financial Advisers.

In my spare time, I like to spend time on the golf course and playing squash. I am also a hockey coach for a 1st school hockey team. I’d like to meet with you, to give me a chance to listen to what you want out of your investments and allow me to put together a plan that can make that happen."

Contact Quintin

"My focus is on understanding my clients' needs, providing advice that allows them to make informed decisions, and ensuring that they invest appropriately."

"Hi, I’m Johnathan and I’ve been with Westpac as an Investment Adviser since 2007. In addition to this, I have over 16 years experience in the financial services industry, including roles in business banking, financial markets and wealth management. I have completed a Bachelor of Business Studies in Finance, a Bachelor of Property and a Diploma in Personal Financial Planning.

As a father of two I don't have a lot of spare time, but when my children allow it, I enjoy trail running, mountain biking and kayaking. I’d like to meet with you, to give me a chance to listen to what you want out of your investments and allow me to put together a plan that can make that happen."

Contact Johnathan

"Hi, my name is Mike Matuszek. I am originally from a small town near Ottawa, Canada. I have been in the financial services industry for the past 16 years since graduating from University in Ontario, Canada, with a BA (Hons).

I have worked in both the Canadian banking and insurance industries in managerial and advisory roles most recently as Manager of Retirement and Investment Services/Investment Consultant for Great-West Life since 2001.

Being from Canada, I have a strong interest in ice hockey and have played at competitive levels including Major Junior in the Ontario Hockey League (OHL). I am a Certified Financial Planner CM (Canada) and enjoy helping people with their long term investment and estate planning needs."

Contact Mike

"I enjoy working with customers to protect and grow their financial positions and get the best out of their investments. I work hard to develop plans that cater to my clients individual needs."

"Hi, I’m Jeremy and I’ve been with Westpac as an Investment Adviser since 2008. In addition to this, I have over 12 years banking and investment experience, including 8 years spent with investment banks in London.

I have completed a Bachelor of Commerce at Lincoln University and a Graduate Diploma in Financial Planning.

In my spare time, I like to spend time with my family and I am kept very busy by my two pre school children. I like to spend time in the great outdoors and cooking and reading. "

Contact Jeremy

"After 15 years as an adviser I take my role as the trusted adviser of my client’s life savings very seriously. I work very hard to not only meet the client’s expectations, but also limit the overall volatility within my clients customised investment portfolios."

"Hello, my name is Jack and I have been working in my role as a Private Investment Adviser within Westpac since 2008. In addition to this, I have over 14 years experience working for major New Zealand financial institutions and have also owned my own financial planning business.

I am a member of the Institute of Financial Advisers, and have achieved both the Certified Financial PlannerCM and Chartered Life Underwriter (CLU) designation.

I am currently studying Psychology in my spare time, as I find that a better understanding of client and market psychology, better assists me in understanding how best to manage my clients investments.

I’d like to meet with you to give me a chance to better understand your investment goals, and design a personalised investment programme to best meet these goals."

Contact Jack

"I enjoy working with my clients to help them achieve their goals and protect their wealth."

"Hi, I’m Grant and I’ve been with Westpac as an Investment Adviser since 2008. In addition to this, I have over 12 years experience working in financial markets in both New Zealand and the United Kingdom. I have worked predominately in sharebroking and investment advisory roles over this period.

I am a Certified Financial PlannerCM and a member of the Institute of Financial Advisers.

I am an avid sports fan, and support any game where New Zealand is playing. I also enjoy spending time with my young family.

I’d like to meet with you, to give me a chance to listen to what you want out of your investments and allow me to put together a plan that can make that happen."

Contact Grant

“I joined Westpac in March 2010 in a role which sees me work with rugby players of all levels to help them achieve their financial dreams.

Previous to joining Westpac Private Bank, I worked in the banking industry both in New Zealand and Sri Lanka and I am an Authorised Financial Adviser.

Outside of work I am a keen sportsman, representing Auckland and Central Districts in Cricket as well as playing first class cricket in Sri Lanka. When I’m not helping my wife look after our two gorgeous children, I am on the golf course or training for marathons.

Please feel free to call me, to see how I can help you achieve your financial dreams."

Contact SANJ

“I have been working at Westpac since early 2010. Prior to that I played professional rugby for the Otago Highlanders (1997-2002), before embarking on a three year playing career in France.

I then studied at Cambridge University before working for a year in banking in London. I am an Authorised Financial Adviser and I am also studying towards a Graduate Diploma in Financial Planning.

My primary focus is to manage the initiative between Westpac and the New Zealand Players Association. I know first-hand the financial challenges that players face and I am extremely excited about being involved in the rugby community again.

Banking is not just about providing a service; it is about developing relationships and gaining a client’s trust. I am passionate about achieving this and helping you to achieve your financial goals.

Please feel free to call me, to see how I can help you."

Contact JOHN

"I have been working for Westpac since 2003 in a variety of home lending and leadership roles. Prior to this I worked in banking in the UK for over 15 years.

I am an Authorised Financial Adviser and I also hold a Certificate in Mortgage Advice and Practice that I completed in the UK.

I enjoy working with my clients to help them achieve their financial goals and I also like to make sure that our banking relationship is simple and enjoyable.

I am married to Victoria with two children, Rhys and Bella. Most of my spare time is taken up with sport and entertaining my children.

Please feel free to call me, to see how I can help you."

Contact RICHIE