We invest in the best people

Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Co-Portfolio Manager of the Trans-Tasman Equity and Australian Absolute Growth Funds. He has more than 25 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and JP Morgan.

Wayne holds a Bachelor of Economics from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and is a Graduate of the Australian Institute of Company Directors.

Jonathan is Deputy Chief Investment Officer, Portfolio Manager of the Milford Active Growth Funds (Investment Funds & KiwiSaver) and Co-Manager of the Aggressive Funds (Investment Funds & KiwiSaver). Prior to joining Milford in 2008, Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension Scheme which had assets in excess of NZ$25bn. While at Gartmore, Jonathan was also responsible for investment strategy and investments into individual private equity funds and companies across Europe and Asia. Prior to Gartmore, Jonathan worked for BT Funds Management, Frank Russell and the New Zealand Dairy Board (now Fonterra). Jonathan is a CFA Charterholder.

Paul is Deputy Chief Investment Officer and Portfolio Manager of a number of Milford Funds. He joined Milford in February 2016, and has more than 25 years’ experience in global and Australasian financial markets. Paul held senior fixed income roles with investment banks including Merrill Lynch and ABN AMRO in London. His experience includes debt capital markets, credit trading and interest rate derivatives trading. Paul moved to New Zealand in 2009 and was Executive Director and Head of Debt Capital Markets at JBWere, before moving to Macquarie Private Wealth in 2010 where he was Head of Portfolio Strategy. Paul has a Master in Aeronautical Engineering from Queen’s University in Belfast.

Mark is the Portfolio Manager of a number of Milford Funds in addition to responsibility for managing the Central Dealing Desk. Prior to joining Milford in November 2014, Mark spent 11 years with Morgan Stanley in London and Hong Kong as an Equity Derivatives Trader. In Hong Kong he had responsibility for the Asia ex-Japan index derivatives business, running multiple regional derivative portfolios. Prior to that, in London he ran a global equity derivatives portfolio in addition to a UK equity derivatives portfolio. Mark has a Masters of Engineering degree from the University of Bath, UK.

Sam is the Portfolio Manager of the Trans-Tasman Equity Fund and the Milford New Zealand Equities Wholesale Fund. Since joining Milford in 2014, Sam has focused on conducting research analysis across listed New Zealand equities. Sam previously worked for Craigs Investment Partners as an Associate in the Equity Capital Markets team advising on a wide range of equity issuance and was also an Analyst in the Corporate Finance team at PricewaterhouseCoopers. Sam has a Master of Business (Dist) and Bachelor of Commerce majoring in Finance from the University of Otago.

Frances is Milford’s Head of Sustainable Investment and a Portfolio Manager. Frances joined Milford in early 2017 as a Senior Analyst focused on New Zealand equities.

Prior to joining Milford, Frances was a Senior Research Analyst at Craigs Investment Partners, responsible for the New Zealand and Australian equity exposures of the Private Wealth division. Frances has previously worked as an Analyst at Brook Asset Management focused on the property, finance and telecommunications sectors and as an Analyst at Macquarie Bank in Sydney in the institutional equities research team. She holds an MSc in Estate Management from South Bank University, a BA(Hons) in Economics and Business Management from Newcastle University and is a member of the Royal Institute of Chartered Surveyors.

Stephen is Portfolio Manager of the Aggressive Funds (KiwiSaver and Investment Funds) and the Milford Global Equity Fund. He has more than 20 years of investment experience across global financial markets and different asset classes. Prior to joining Milford in 2013, Stephen was a partner at London-based Adelante Asset Management where he was a Senior Portfolio Manager, managing an Emerging Market Equity Fund. Prior to Adelante, Stephen was a Portfolio Manager in London at Threadneedle Investments and Convivo Capital Management, managing various Emerging Market Funds.

Stephen holds a Bachelor of Laws and a Bachelor of Commerce from the University of Otago and was admitted to the Bar as a Barrister and Solicitor of the High Court of New Zealand in 1995.

William joined Milford in 2010 and is primarily based in Auckland after working in Milford’s Sydney office from its establishment in 2014 before returning to Auckland in 2021.

He focuses mainly on Australian equities as Portfolio Manager of the Australian Absolute Growth Funds and the Milford Dynamic Funds. He is also Co-Manager of the flagship Milford Active Growth Fund.

William visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high-quality investment ideas.

William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.

Michael joined Milford in January 2017 and is Portfolio Manager of the Milford Dynamic Funds. Previously he spent four years at Macquarie Securities as a Senior Analyst in the Emerging Leaders Research team. Prior to that, Michael was an Analyst at the Global Research House Morningstar. Over the past seven years, his coverage has been varied across a broad range of smaller technology and industrial companies. Michael also worked as a Structural Engineer at Sinclair Knight Merz in Sydney before switching into the funds management industry. He holds a Master of Commerce and a Bachelor of Engineering (Honours), both from the University of Sydney.

Alexander is a Portfolio Manager in the Global Equities team. Prior to joining Milford in 2020, Alexander was a Portfolio Manager and foundational member of the global equities team at AustralianSuper, which managed more than $10bn invested in international shares. Alexander also spent five years at J.P. Morgan Cazenove in London covering European Industrial stocks, and began his investment career in Sydney in 2004 with Tyndall Investment Management.

He holds a Bachelor of Commerce degree from the University of Sydney and a Master of Applied Finance & Investment from the Financial Services Institute of Australasia.

Alexander is based in Milford’s Sydney office.

Jason is a Portfolio Manager based in our Sydney office. He is the Portfolio Manager of the Australian Equities Wholesale Fund and Co-Portfolio Manager of the Australian Absolute Growth Funds. Prior to joining Milford in October 2020, Jason spent eight years as a Portfolio Manager and Investment Analyst at Aberdeen Standard Investments focused primarily on the Australian market. During his career, Jason has covered many sectors including real estate, banks, diversified financials, resources, information technology and healthcare.

Jason holds a Bachelor of Engineering (Hons) from the University of Auckland, a Master of Business Administration in Land Economy and an Executive Master of Business Administration from the University of Cambridge. He is also a CFA Charterholder.

Anthony joined Milford in May 2023 as a fixed income portfolio manager based in Sydney. Anthony has over 18 years of experience in credit trading and research across Australia and Asia. Prior to joining Milford, Anthony managed the Australian credit trading business for Citigroup in Sydney.

Prior to that, Anthony spent two years at Deutsche Bank Australia where he was a sellside credit strategist. Anthony started his career in Hong Kong where he spent 8 years as a credit analyst at Goldman Sachs, during which his focus was on the China market, Asia EM and illiquid credit. Anthony has a Bachelor of Commerce majoring in finance and accounting from the University of New South Wales.

Kyle is a Senior Analyst in the Global Equities team. Prior to joining Milford in 2022, Kyle spent 6 years in London working for Glenernie Capital, a long/short Small-Mid Cap European Equity fund, and as an equity research analyst with Citi Group. Kyle started his investment career at Moelis and Company in Sydney, covering Australian small caps.

He holds a Bachelor of commerce degree from The University of Sydney and is Chartered Accountant (CA) qualified, having begun his career at Deloitte.

Kyle is based in Milford’s Sydney office.

Stephanie is a Senior Investment Analyst focused on global equities. Since joining Milford in July 2016, Stephanie has focused on conducting research analysis across the portfolio of global listed equities as well as identifying new investment opportunities offshore. Previously, Stephanie was an analyst in the investment banking team at Goldman Sachs, where she advised on a range of capital markets and private transactions. Stephanie graduated from the University of Auckland with a Bachelor of Commerce and Bachelor of Science, majoring in Finance, Accounting and Pharmacology, and is a CFA Charterholder.

Deborah joined Milford in early 2020 as an Investment Analyst covering Global Equities. Prior to joining Milford, Deborah was an Associate in the Investment Banking Team at Jarden where she worked on a number of Mergers and Acquisitions & Equity Capital Markets (ECM) transactions including the sale of Aegis, the sale of TRG Imaging, the purchase of Hellers, and a number of capital raises.

Prior to this, Deborah worked as a medical Doctor at Capital & Coast District Health Board, and was Chair of the New Zealand Medical Association Doctors in Training Council. Deborah also has an interest in online education and co-founded LearnCoach with David Cameron in 2015, which is widely used by NCEA students.

Deborah holds a Bachelor of Medicine and Bachelor of Surgery, Bachelor of Medical Science (Honours), Master of Entrepreneurship (Distinction) and is a CFA Charterholder.

Jeremy is an Investment Analyst in the New Zealand Equities team, based in the Auckland office. Prior to joining Milford in October 2021, Jeremy spent five years as an Investment Analyst at Pioneer Capital, a leading New Zealand-based Private Equity firm. Before that, Jeremy was an Analyst in the Corporate Finance team at KPMG, Auckland.

Jeremy holds a Bachelor of Commerce, from the University of Canterbury studying Economics and Finance. He also attended Goethe University in Frankfurt, Germany. Jeremy is a CFA Charterholder.

Daniel is a Senior Analyst based in our Sydney office, focusing on global equities. Prior to joining Milford in November 2021, Daniel spent five years as an Analyst at Montaka Global Investments, a boutique long/short global equities manager, including two and a half years in New York covering a range of sectors as a generalist.

Prior to this, Daniel spent two and a half years as an Investment Banking Analyst at UBS and Goldman Sachs in Sydney, covering the infrastructure and TMT sectors, respectively.

Daniel holds a Bachelor of Commerce and Bachelor of Laws from the University of Sydney.

Andrew joined Milford in 2023 as a Senior Analyst focusing on global equities research. He is also the Co-Portfolio Manager of the Global Select Fund.

Prior to joining Milford, Andrew spent three years as a Portfolio Manager at NZ Funds focusing on absolute return strategies investing across equities, bonds and commodities.

Before this he spent 5 years in London working at Melqart Asset Management, an event driven Hedge Fund focused on long/short equites, merger arbitrage and distressed credit. Andrew spent the first 5 years of his career advising on Mergers and Acquisitions predominantly with Goldman Sachs.

Andrew has a Bachelor of Commerce from the University of Auckland with First Class Honours, majoring in Finance and Economics.

Andrew is based in Milford’s Auckland office.

Ian joined Milford in 2017 as a Senior Analyst focused on fixed income investments. He is the Co-Portfolio Manager of the Trans-Tasman Bond Fund & the Global Corporate Bond Funds.

Prior to joining Milford, Ian worked at ANZ Bank New Zealand, most recently in the Specialised Finance team originating, structuring and executing leveraged transactions. Before returning to New Zealand in 2014, Ian spent seven years at a UK fund manager as a Credit Analyst investing in European and US leveraged loans and high yield bonds.

He has also worked on advisory, restructuring and formal insolvency appointments at PricewaterhouseCoopers in Auckland and London. Ian has a Bachelor of Commerce (Hons) majoring in Finance from the University of Auckland.

Katlyn is an Investment Analyst and Portfolio Manager of the Milford Cash Funds. Her primary role is to conduct fixed income research, focused on corporate bond markets.

Katlyn joined Milford in September 2015 after relocating to New Zealand from Ireland, initially as a Private Wealth Associate and most recently as an Authorised Financial Adviser. Prior to joining Milford, she was employed by Davy Stockbrokers in Dublin.

Katlyn graduated with a first class honours degree in Actuarial Mathematics from Dublin City University (DCU) and is a CFA Charterholder.

Brad joined Milford in 2014 as a Business Analyst within the Operations team, responsible for the set-up of Milford’s Charles River trading system. Following successful system implementation, Brad moved to the Investment team, where he has responsibility for trade execution on the Central Dealing Desk. Prior to joining Milford, Brad was a Business Analyst at Standard Chartered Bank. Brad has a Bachelor of Commerce and Bachelor of Civil Engineering from the University of Canterbury.

Michael is Co-Portfolio Manager of the Milford New Zealand Equities Wholesale Fund. Michael joined Milford in November 2016. His role at Milford is to research, meet and analyse a range of companies to identify potential investment opportunities. Michael graduated from the University of Auckland in 2018 with a Bachelor of Commerce, double majoring in Finance & Accounting. Having purchased his first shares at the age of 14, Michael previously managed a private portfolio and investment blog, specialising in small cap stocks across Australia and New Zealand.

Brooke is an Investment Director for Milford’s Funds and co-manages the Milford Private Equity Fund II and III. He is currently a director of a number of companies on behalf of the Milford Active Growth Fund. Brooke joined Milford in 2012 from Macquarie Securities in New Zealand where he was a Senior Research Analyst covering a variety of sectors including manufacturing, agriculture, mining and oil and gas. Prior to that, Brooke was a Vice President at Morgan Stanley in London, covering Pan-European retail companies. Brooke also worked for the corporate finance and property team of Marks and Spencer in the UK. He qualified as a Chartered Accountant with Ernst & Young and is a CFA Charterholder.

Tom is a Senior Investment Manager in the Milford Private Markets team. He is responsible for origination and assessment of opportunities, valuations, executing transactions and supporting the management teams of investee companies.

Prior to this, Tom worked as an Investment Banker at UBS in Auckland, where he was involved in a number of significant capital markets and private transactions.

Tom holds a Bachelor of Commerce, majoring in Economics and Finance (with First Class Honours) from the University of Canterbury.

Kylie is an Investment Manager in the Milford Private Markets team. She is based in the Auckland office, working on the origination and assessment of new investment opportunities as well as the management of existing portfolio assets.

Kylie joined Milford from PE-backed Canopy Healthcare Group where she was the Corporate Development and Strategy Manager, working across M&A and strategic projects including a sale between private equity owners and two bolt-on acquisitions under the new ownership. Kylie brings a great mix of skills to the team having spent time in corporate, working under PE ownership, and with a strong base in corporate finance through her time at Deloitte and PwC.

Kylie holds a Bachelor of Accounting (with First Class Honours) from the University of Malaya, Malaysia.

Mihnea is an Investment Analyst in the Private Markets team. Mihnea provides critical analytical support on the evaluation of new opportunities, the sourcing of new targets, and ensuring internal processes run smoothly.

Mihnea’s prior experience includes UBS investment banking. Mihnea completed his Bachelor of Commerce (Hons) in Finance and Economics at the University of Auckland.

Kate is a Junior Investment Analyst based in our Sydney office, focusing on Australian equities. Her role at Milford is to assist the Australian Equities team with company research and analysis.

Prior to joining Milford in June 2021, Kate worked at QIC in the Global Real Estate team as an Investment Analyst. Kate graduated from the University of Queensland in 2019 with a Bachelor of Advanced Finance and Economics.

Grace joined Milford in January 2022 as a Sustainable Investment Analyst in the Auckland office.

Her role is to facilitate the pricing of sustainability risk and identification of sustainability opportunities, while engaging effectively with the companies we invest in to drive more sustainable outcomes. Prior to joining Milford, Grace was a Process Engineer in the Oil and Gas industry, before moving to New Zealand and becoming an Assistant Analyst in Equity Research at Jarden.

Grace graduated from the University of Queensland in 2014 with a Bachelor of Chemical Engineering, with a minor in Biological Engineering. Grace is also an Olympian and a Commonwealth Games Gold Medallist.

Roland joined Milford in May 2016 as an Investment Analyst, based in the Sydney office. His role at Milford is to research, meet and analyse a range of companies to identify potential opportunities. Prior to Milford, Roland worked as a junior Portfolio Manager at a boutique funds management company based in Sydney.

Roland graduated from Victoria University of Wellington in 2014 with a Bachelor of Commerce, double majoring in Finance and Marketing, and is a CFA Charterholder.

Remy joined Milford in 2022 as a Credit Analyst within the Fixed Income Team. Her primary role is to research investment opportunities within local and international corporate bond markets.

Prior to joining Milford, Remy worked in banking with experience across commercial, corporate, and institutional banking at BNZ, as well as DBS Bank in London. Remy holds a Bachelor of Business Studies from Massey University, majoring in Finance and Accounting.

Ryan is a Senior Analyst focused on global infrastructure, utilities and real estate assets. He works on the Global Real Assets Fund at Milford. Previously he spent eight years at RBC Global Asset Management and National Bank of Canada in Toronto managing North American equities, before working in Corporate M&A for six years at Whirlpool Corp and Insurance Australia Group.

Ryan is a CFA Charterholder and holds a Master of Commerce (Finance & Economics) from The University of Sydney in Australia, and a Bachelor of Business Administration (Finance) from Wilfrid Laurier University in Canada. Ryan is based in Sydney office.

Jerram is an Investment Analyst based in our Sydney office within the Global Equities team. Prior to joining Milford in 2022, Jerram spent 4 years as an Analyst at Spheria Asset Management, focused on global SMID- and micro-cap equities.

Jerram holds a Bachelor of Commerce (Hons) from the University of Queensland.

Will joined Milford in 2018 as the Australian Dealer based in the Sydney office, responsible for trade execution. Prior to joining Milford, Will was trading equity and FX for Kiwi Wealth Investments in Wellington. Will has a Bachelor of Commerce from the University of Otago, and is a CFA charterholder.

Brendan joined Milford in November 2018 as an Associate in the Private Wealth team. Following his time in Private Wealth, Brendan moved to the Investment Team as Dealer in the Auckland office, primarily responsible for the execution of NZ equity investments.

Prior to joining Milford full-time, Brendan was an intern with the Private Wealth team while finishing his final year at the University of Auckland, where he studied a Bachelor of Commerce, double majoring in Finance and Accounting. Brendan is also a CFA Charterholder.

George is a Investment Analyst focused on Sustainable Global Equities. Prior to joining Milford in 2024, George spent four years in London working for Columbia Threadneedle, working in the Global Emerging Markets Equity fund, and as a Investment analyst at SYZ Group, a long only European Equity fund. George started his investment career at ANZ, within the Australasian Equities team.

George holds a Bachelor of Science from the University of Canterbury majoring in Finance and Geology.

Bella joined Milford in 2024 as a Sustainable Investment Associate in the Auckland office. Her primary role is to integrate best practice sustainability research and approaches into Milford’s investment process.

Prior to joining Milford, Bella worked at ANZ NZ as an institutional banking graduate. Bella holds a Bachelor of Accounting and Finance and a Masters in Finance (Distinction) from University of Otago

Minh is a Senior Analyst in the Australian Equities team. Prior to joining Milford in 2024, Minh spent 3 years at Barrenjoey as an Australian bank’s equity research analyst. Minh started her financial career ten years ago at UBS in Sydney, covering the Australian insurance and diversified financial sector.

She holds Bachelor of Actuarial Studies and Bachelor of Commerce degrees from The University of New South Wales.

Ellie joined Milford in October 2023 as an Associate Dealer in the Sydney office, primarily helping the Dealing Team with their trading execution.

Prior to joining Milford full-time, Ellie was an intern Data and AI consulting at Deloitte. She graduated from the University of New South Wales, where she studied a bachelor of Economics and Science, with a triple major in Financial Economics, Accounting and Statistics.

Murray is responsible for Milford’s KiwiSaver and Retail business, covering our KiwiSaver strategy, products and services as well as our Investor Services team.

Since joining Milford in January 2013, Murray has held a number of senior roles across the business including Head of Wholesale and Head of Wealth Management & Advice. Murray has more than 25 years’ experience in financial services in New Zealand and overseas. Previously, Murray was part of the Senior Management Team at Spicers Portfolio Management, a Director at Goldman Sachs JBWere Asset Management, and Vice President at BT Funds Management NZ.

Murray is a Senior Fellow of the Financial Services Institute of Australasia (FINSIA), where he completed a Diploma of Financial Markets and is a Business graduate from Massey University. He is an Associate member of the CFA Society of NZ, a member of the Financial Services Council (and member of the Strategic Research Committee), and a member of and mentor for the Institute of Finance Professionals of NZ (INFINZ).

Mark is responsible for managing the Investor Services team which services members in our Milford KiwiSaver Plan and Investment Funds. Mark joined Milford in January 2015 as Wholesale Client Manager and then moved to the Retail Client Servicing team in February 2017.

Prior to Milford, Mark worked for Citibank N.A. (New Zealand branch) where he spent almost four years as a Sales/Client Executive. Prior to that, he spent more than 15 years with Trustees Executors as Head of Business Development and in Corporate Trustee roles.

Mark is a member of INFINZ and the New Zealand Institute of Chartered Accountants, having completed a Bachelor of Commerce at Canterbury University majoring in Accountancy and Business Administration.

Jaimee joined Milford in June 2018. She is a Team Leader of the Investor Services team which services Milford’s KiwiSaver Plan and Investment Funds clients.

Before joining Milford, Jaimee developed through a number of roles with Kiwibank in its retail department. She specialised in a range of products including KiwiSaver, Business and Everyday banking.

Jaimee completed a Bachelor of Education with Auckland University of Technology and is currently working towards obtaining a New Zealand Certificate in Financial Services (Level 5).

Maddie is an Investor Services Senior Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in June 2019. Prior to Milford, Maddie was a KiwiSaver Specialist at Fisher Funds for 13 months and developed a passion for investments.

Prior to that Maddie worked in retail banking for more than two years with ASB, which included home lending, insurances and KiwiSaver products.

Tim is responsible for overseeing and guiding the Investor Services team which services Milford’s KiwiSaver and Investment Fund clients. Tim joined Milford in 2016.

Prior to joining Milford, Tim held various roles with Craigs Investment Partners and ANZ. Tim graduated from Massey University with a Bachelor of Business Studies with a double major in Finance and Marketing.

Olivia is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in February 2021. Prior to Milford, Olivia worked as a Client Service Officer at QSuper in Brisbane for three years. This is an Australian Superannuation Fund, specialising in pensions, investments, insurance and helping clients reach their retirement goals.

Olivia holds a Bachelor of International Hospitality Management, graduating from the Auckland University of Technology in 2017.

Carly is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in December 2021. In 2022 she completed her New Zealand Certificate in Financial Services (Level 5) specialising in investments.

Prior to Milford, Carly worked at Generate Investment Management as a Sales Development Manager, specialising in KiwiSaver products.

Originally from the United States of America, Carly previously worked for Tesla, Inc. and Forsyth Barr Limited, where she developed a passion for customer service and investments.

Kavita is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined Milford in July 2021.

Prior to joining Milford, Kavita held various roles in the banking industry in Fiji and New Zealand. The most recent was working as an Onboarding Associate at Bank of New Zealand and within the Client Services/Business Support Team at Westpac.

Originally from Fiji, Kavita graduated from the Fiji National University with a Bachelor of Commerce (Banking & Finance) and has recently completed a Postgraduate Diploma in Business Enterprise from the Southern Institute of Technology (SIT), New Zealand.

Jordan is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in September 2022. Prior to joining Milford, Jordan held a number of positions within financial services. Working previously as a Financial Adviser with Apex Advice Group, and an Investor Relationships Manager with PMG Funds.

Jordan also graduated from the University of Canterbury in 2018 with a Bachelor of Science, majoring in Finance and Geology. In 2020, he completed his N.Z. Certificate in Financial Services (Level 5) specialising in Investments.

Jerald is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in September 2023. Prior to Milford, Jerald worked in various roles across banking & finance industry with the most recent experiences being as a Client Relationship Manager at Generate KiwiSaver, Corporate Actions Officer at Apex(then MMC Ltd.) & Credit Solutions Officer at ASB bank.

Originally from India, Jerald graduated from Symbiosis International University with a Master of Business Administration specialising in Finance. Jerald also completed his New Zealand Certificate in Financial Services (Level 5) specialising in investments in March 2022.

William is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in September 2023. Prior to joining Milford, William worked in various roles within the banking industry, focusing on financial advice and wealth operations at ASB and Westpac NZ.

He has achieved his NZ Certificate in Financial Services (Level 5), specialising in investments. Additionally, he recently completed a Certificate in Business Analytics, Economics, and Financial Accounting at Harvard Business Online School. He is working towards achieving his CFA in 2024.

Jamie is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in January 2023.

Prior to joining Milford, Jamie worked in various roles within the financial services industry, ranging from relationship associate to commercial lending. Originally from Tauranga, Jamie moved to Auckland in 2013 to pursue tertiary education and better career opportunities in the financial sector.

Claire is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in July 2023.

Prior to Milford, Claire was a Client Relationship Manager and Client Operations Specialist at Fisher Funds for over 2 years. Most recently, Claire obtained her Diploma in Business Studies from Massey University, graduating in March 2022.

Elly is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in December 2023. Prior to joining Milford, Elly worked in various roles within the financial services and banking industry, including as a Compliance Operations Analyst and a Payment and Settlement Officer at Xe Money Transfer, and as an Operations Consultant at ASB Bank.

Elly graduated from Auckland University of Technology with a Bachelor of Business, double majoring in Accounting and Finance.

Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Co-Portfolio Manager of the Trans-Tasman Equity and Australian Absolute Growth Funds. He has more than 25 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and JP Morgan.

Wayne holds a Bachelor of Economics from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and is a Graduate of the Australian Institute of Company Directors.

Jonathan is Deputy Chief Investment Officer, Portfolio Manager of the Milford Active Growth Funds (Investment Funds & KiwiSaver) and Co-Manager of the Aggressive Funds (Investment Funds & KiwiSaver). Prior to joining Milford in 2008, Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension Scheme which had assets in excess of NZ$25bn. While at Gartmore, Jonathan was also responsible for investment strategy and investments into individual private equity funds and companies across Europe and Asia. Prior to Gartmore, Jonathan worked for BT Funds Management, Frank Russell and the New Zealand Dairy Board (now Fonterra). Jonathan is a CFA Charterholder.

Paul is Deputy Chief Investment Officer and Portfolio Manager of a number of Milford Funds. He joined Milford in February 2016, and has more than 25 years’ experience in global and Australasian financial markets. Paul held senior fixed income roles with investment banks including Merrill Lynch and ABN AMRO in London. His experience includes debt capital markets, credit trading and interest rate derivatives trading. Paul moved to New Zealand in 2009 and was Executive Director and Head of Debt Capital Markets at JBWere, before moving to Macquarie Private Wealth in 2010 where he was Head of Portfolio Strategy. Paul has a Master in Aeronautical Engineering from Queen’s University in Belfast.

Anthony is Chairman and a Non-Executive Director of the Milford Asset Management board and a number of Milford subsidiary company boards. Anthony is also a member of the Board Audit & Risk Committee and Board Investment Committee and a long-standing shareholder. Anthony has been involved in a number of boards that focus on providing some benefit to the community. He is also currently Chair of Humanitix NZ, and on the Board of the Milford Foundation.

Anthony has more than 30 years’ executive experience in the investment and financial services industry. He is a Fellow of the Institute of Finance Professionals New Zealand (INFINZ) and is a former Chairman of that organisation. He is also a member of the Institute of Directors.

Lester is a Non-Executive Director of Milford Asset Management and he Chairs the Board Investment Committee and the Private Equity Investment Committee.

Lester retired from Schroders, an international asset management group, in 2013 after working for 26 years in several senior roles based in London, New York and Singapore. From 2004 he was CEO, and from 2012 Chairman of Schroders’ Asia Pacific business, which has operations in nine countries across the region. In addition to his executive roles, Lester was Chairman of the Investment Management Association of Singapore from 2006-2013. He is currently a Non-Executive Director of Fullerton Fund Management in Singapore and adviser to a number of private investment firms in New Zealand and Asia.

Lester holds a New Zealand Certificate of Engineering from the Waikato Institute of Technology and Authority of Advanced Vocational Awards, New Zealand.

Carolyn is based in Sydney and has more than 30 years of Australian financial services sector knowledge formed through leadership roles at KPMG, BT Financial, Asgard Wealth Solutions, St George and Macquarie Bank. Carolyn was also the CEO of formerly listed software business, Decimal Software Limited.

Carolyn was most recently Co-Founder and Chief Operating Officer of Faethm Pty Ltd, a global Software-as-a-Service augmented analytics platform which enables companies, governments and educators to understand the impact of emerging technologies on the Future of Work.

Since finishing her last executive role in 2020, Carolyn is currently an independent Non-Executive Director of Milford Asset Management, a Non-Executive Director and Chair of Milford Australia Pty Ltd and a member of Milford’s Board, Audit & Risk Committee. Carolyn is also on the board of other non-Milford entities including the subsidiary settlement and clearing boards of the Australian Securities Exchange (ASX:ASX), Smartgroup (ASX:SIQ), CountPlus (ASX:CUP), Chartered Accountants Australia and New Zealand and is a Director and Deputy Chair of Liverpool Neighbourhood Connections, a community based not-for-profit organisation.

John is a non-executive director of Milford Asset Management Ltd and some of Milford’s subsidiary boards. He is a member of the Board Audit and Risk Committee and is a long-standing major shareholder of Milford.

His background includes partnerships with the national accountancy practice KPMG and the Southland and southern lakes practice Ward Wilson. He had a lengthy term on the Board of SBS Bank and was Chair of that entity for 9 years, stepping aside in 2019. He also chaired Finance Now and various other companies prior to his governance roles with Milford.

John’s Community and Philanthropic roles include lengthy terms as Chancellor of the University of Otago and Chair of the University of Otago Foundation Trust.

He holds Bachelor of Commerce and Honorary Doctor of Law Degrees from the University of Otago. He is a Fellow of the Chartered Accountants Institute of Australia and New Zealand and a Distinguished Fellow of the Institute of Directors.

Mark was appointed as Chief Executive Officer in February 2019.

He initially joined Milford in May 2014 as Head of Risk & Compliance. He was appointed Head of Product & Operations in February 2017, with responsibility for building a centre of excellence in operational processes to serve Milford clients. He was also responsible for the design, development and maintenance of investment products and solutions that help clients meet their financial goals and life stage aspirations, as well as responsibility for the development and maintenance of digital platforms that deliver such products and meet client service needs.

Prior to joining Milford, Mark worked as Managing Director at Brook Asset Management, Chief Operating Officer at Macquarie Private Wealth, and at ASB Group Investments where roles included Acting Head of Wealth, Head of Aegis, and GM Finance and Risk Strategy. Prior to arriving in New Zealand, Mark worked as Assistant Director of Operations at Threadneedle Asset Management in the UK.

Mark is a UK Qualified Accountant and a Fellow of Chartered Certified Accountants (F.C.C.A).

Lindsay is an independent Non-Executive Director of Milford Asset Management Limited and some of Milford’s subsidiary entities. Lindsay is also Chair of the Board, Audit & Risk Committee, and a Director on Milford’s private equity entities.

Lindsay has over 30 years of financial services experience spanning Auckland, Sydney, Hong Kong, Tokyo, Singapore and New York, principally in asset management. Most recently Lindsay has been the Chief Executive Officer of Sun Hung Kai Capital Partners Limited based in Hong Kong and prior to that has held a range of executive and senior leadership roles at BNY Mellion Investment Management, Invesco, Matthews Asia, Harvest Funds Management and Bankers Trust / Deutsche Asset Management.

She is currently a non–executive Director of NZX Limited (NZX:NZ), Chair of its Audit and Risk Committee and member of the Clearing House Committee and a non-executive director of Navigator Global Investments (ASX:NGI). Previously she has been Deputy Chair of the Board and Chair of the Audit Committee of the Guardians of the New Zealand Superannuation Fund and a Board member of Kiwi Bank Limited.

Lindsay holds a Bachelor of Commerce from Auckland University and is a Fellow of the Institute of Directors in Hong Kong.

Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Co-Portfolio Manager of the Trans-Tasman Equity and Australian Absolute Growth Funds. He has more than 25 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and JP Morgan.

Wayne holds a Bachelor of Economics from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and is a Graduate of the Australian Institute of Company Directors.

Mark was appointed as Chief Executive Officer in February 2019.

He initially joined Milford in May 2014 as Head of Risk & Compliance. He was appointed Head of Product & Operations in February 2017, with responsibility for building a centre of excellence in operational processes to serve Milford clients. He was also responsible for the design, development and maintenance of investment products and solutions that help clients meet their financial goals and life stage aspirations, as well as responsibility for the development and maintenance of digital platforms that deliver such products and meet client service needs.

Prior to joining Milford, Mark worked as Managing Director at Brook Asset Management, Chief Operating Officer at Macquarie Private Wealth, and at ASB Group Investments where roles included Acting Head of Wealth, Head of Aegis, and GM Finance and Risk Strategy. Prior to arriving in New Zealand, Mark worked as Assistant Director of Operations at Threadneedle Asset Management in the UK.

Mark is a UK Qualified Accountant and a Fellow of Chartered Certified Accountants (F.C.C.A).

Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Co-Portfolio Manager of the Trans-Tasman Equity and Australian Absolute Growth Funds. He has more than 25 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and JP Morgan.

Wayne holds a Bachelor of Economics from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and is a Graduate of the Australian Institute of Company Directors.

Sarah is the Chief of Staff at Milford, working within the CEO Office. This role is a strategic enterprise-wide position which sees her working across key business priorities, as well as being responsible for internal communications.

Bringing a wealth of experience to the role and backed by deep institutional knowledge, since joining Milford in 2010 she has held roles across Client Services, Product and Marketing, and was previously the Chief Marketing Officer.

Prior to working with Milford, she held roles within the funds management industry in Australia.

Sarah is also a Trustee for MoneyTime NZ Foundation and has a Bachelor of Commerce and a Bachelor of Arts (Psychology) from the University of Auckland.

Kristine is the Chief Country Officer at Milford, and Executive Director on Milford Australia Pty Ltd Board.

It is her responsibility to develop and drive the strategy to grow Milford’s Australian business by developing Milford’s profile and credibility in the Australian market place.

Kristine has more than 25 years’ experience in the Australian Financial Services Industry, working in Stockbroking, Financial Advice, Life Insurance and Funds Management, with extensive experience in Strategic Business Growth including M&A, Business Development, Brand and Marketing.

Prior to joining Milford, Kristine was the Chief Distribution Officer for Zurich Financial Services Australia and was at Zurich for 16 years. Previously, Kristine held Business Development roles with Challenger Financial Services and Deutsche Financial Planning.

Kristine holds a Diploma in Financial Services from the Securities Institute of Australia.

Email: [email protected]

Mobile: 0401 105 632

James joined Milford as Chief Financial Officer in January 2019.

Prior to joining Milford, he had more than 14 years’ experience in the financial services industry, primarily in Auckland and London. James was the General Manager – Management Information and prior to that General Manager – Financial Information & Control, both at ASB Bank (Auckland). Earlier in his career he held roles in the Treasury function at Investec Bank (London and Sydney) and Morgan Stanley (London). In addition to his finance background, James has management consulting experience, primarily from his time with Accenture (Wellington).

James is a Chartered Management Accountant (ACMA, CGMA) and has a Bachelor of Commerce and Administration (First Class Honours) from Victoria University of Wellington and a Certificate in International Treasury Management (Distinction) from The Association of Corporate Treasurers.

John was appointed to the role of Chief Client Officer in May 2024, and is responsible for Milford’s Client Service, Line 1 Risk, KiwiSaver, Distribution, and Advice functions in New Zealand and has over 25 years Funds Management experience in New Zealand and Australia

Since joining Milford in 2015, John has held a number of senior leadership roles including being the Chief Operating Officer from 2019 to early 2024 with responsibilities including Operations, Product, IT, Risk and Client Services. John has extensive large team leadership across client, risk and operational functions. Prior to working with Milford, John was with Colonial First State in Australia for 13 years, spending the last eight years as Head of Investment Operations. His team was responsible for providing investment administration services to the Asset Management, Insurance, Platform and Superannuation businesses.

Sarah is the Chief Marketing Officer at Milford, responsible for promoting Milford’s Funds and services across New Zealand and Australia. The marketing team Sarah heads supports the various client-facing areas of the business.

Sarah is also the Chair of the Milford Foundation and holds a certificate in Governance from the Institute of Directors. She has a Level 3 qualification in Tikanga and a Level 2 qualification in Te ao Māori from Te Wanaga o Aotearoa.

Prior to working with Milford (since 2020), she has had a varied and extensive career in sales, media and strategic marketing consultancy. Sarah has concepted, developed and sold various businesses, and has held numerous senior advertising roles, including the Managing Director of Grey Global Group in New Zealand.

Renee joined Milford in November 2022.  She is responsible for driving the digital technology strategy to deliver innovative digital experiences for our clients.

Renee has over 15 years’ experience working in senior technology related roles both in New Zealand and Australia, across insurance, mining, and engineering industries.  Prior to joining Milford, Renee was the Head of Application Delivery for NIB NZ leading their digital product delivery and software engineering team.

Renee has a Bachelor of Information Science from the University of Newcastle, Australia, and a Masters of Technological Futures from AcademyEX in Auckland, New Zealand.

As Chief People & Culture Officer, Liz is responsible for developing and implementing people strategies which further build on our high performing values-based culture.

Liz is an experienced people and culture leader with more than 25 years’ working across multiple sectors including technology, healthcare, and professional services. Prior to joining Milford, she was employed as National People & Culture Director at Grant Thornton.

Liz completed her Bachelor of Laws at the University of Otago and Master of Commerce (First Class) from the University of Auckland.

Murray is responsible for Milford’s KiwiSaver and Retail business, covering our KiwiSaver strategy, products and services as well as our Investor Services team.

Since joining Milford in January 2013, Murray has held a number of senior roles across the business including Head of Wholesale and Head of Wealth Management & Advice. Murray has more than 25 years’ experience in financial services in New Zealand and overseas. Previously, Murray was part of the Senior Management Team at Spicers Portfolio Management, a Director at Goldman Sachs JBWere Asset Management, and Vice President at BT Funds Management NZ.

Murray is a Senior Fellow of the Financial Services Institute of Australasia (FINSIA), where he completed a Diploma of Financial Markets and is a Business graduate from Massey University. He is an Associate member of the CFA Society of NZ, a member of the Financial Services Council (and member of the Strategic Research Committee), and a member of and mentor for the Institute of Finance Professionals of NZ (INFINZ).

Liam joined the Milford KiwiSaver team in 2021 as a KiwiSaver Adviser.

Prior to joining Milford, Liam worked in Financial Services, Residential Lending and Property in both NZ and the UK. After returning from the UK in 2016, Liam trained as a Commercial Pilot with Southern Wings Flight School, qualifying in 2019.

Liam is a Financial Adviser and holds a New Zealand Certificate in Financial Services. He also holds a Bachelor of Business Studies majoring in Finance and Property Valuation from Massey University.

Kirsten joined the Milford KiwiSaver team in November 2021 as a KiwiSaver Adviser with 17 years’ experience in the banking and financial services industry in New Zealand and Australia.

Prior to joining the Milford team, Kirsten worked with Generate Investment Wealth as a KiwiSaver adviser for close to four years after returning to New Zealand from Australia.

Kirsten holds a NZ Certificate in Financial Services, and a Diploma in Financial Services (Mortgage and Broking Management) from the National Finance Institute, Australia.

Having accumulated over 4-and-a-half years of experience in the financial services industry across New Zealand and Australia, Murtaza joined the Milford KiwiSaver team in July 2023 as a KiwiSaver Adviser.

Prior to joining the team at Milford, Murtaza worked at Fisher Funds as a KiwiSaver and Managed Funds specialist. Previously Murtaza has worked in lending both in New Zealand and Australia.

In addition to holding a New Zealand Certificate in Financial Services, Murtaza also has a Bachelor of Business majoring in Finance from Massey University.

Shin joined Milford KiwiSaver team in October 2023 as a KiwiSaver Adviser after over 15 years in the financial services industry in New Zealand and Australia.

Prior to joining Milford, Shin was a Wealth Adviser (Team Leader) for another boutique fund manager in New Zealand for 2 years, specialising in advising retail clients on KiwiSaver and other managed funds. Before entering the investment industry, Shin spent over 10 years in Foreign Exchange industry mainly as a Senior FX Dealer for Xe, previously known as HiFX, advising high net worth individuals and corporate clients based in New Zealand and Australia on FX hedging and risk management in the money transfer division.

Shin holds a double degree (Bachelor of Commerce in International Business and Bachelor of Tourism) from the University of Otago and NZ Certificate in Financial Services.

Jodee joined Milford in December 2021 as a Wealth Management Associate and has joined the KiwiSaver team as an Associate in October 2024. Prior to that, she worked at SuperLife as a Data Integrity Administrator handling Investment Funds, Superannuation, and KiwiSaver.

Jodee has several years of experience in the financial services industry both in New Zealand and overseas, having worked at HSBC Fund of Hedge Funds, ACC, and NIB. She holds a Bachelor of Business Administration, Major in Finance and Wealth Management and a Level 5 New Zealand Certificate in Financial Services, specializing in Investments.

Philip joined Milford in August 2017 as Head of Private Wealth and brings a breadth of experience at Executive and Senior Management level from a 30-year career.

Prior to joining Milford, Philip held senior management positions at several of New Zealand’s leading and long-established wealth and fund managers including roles as General Manager, Head of Product Management, Investments (NZ) and Head of Product Management and Marketing. Philip has been responsible for large Financial Advisory teams and first-hand experience with High Net Worth and Institutional clients complemented by experience in investment governance through; membership of three investment and asset allocation committees, Chairmanship of a Staff Superannuation Fund and Trustee of a large charitable trust.

Philip is a Financial Adviser.

[email protected]
09 921 4778

Jessica joined Milford in 2014 as a Financial Adviser. Jessica’s role is to provide quality advice to clients on their investment portfolios and manage client relationships. Prior to joining Milford, Jessica spent nine years with JBWere (NZ) Ltd in Private Wealth Management assisting individuals, Trusts and charities with their investment needs. She also spent seven years with BT Funds Management. Jessica holds a Graduate Diploma in Applied Finance, an NZX Diploma and was previously a member of the New Zealand Stock Exchange (NZX).

Gareth joined Milford in November 2021 and has 25 years’ experience in the wealth management industry in the UK and New Zealand.

Gareth has spent the majority of his career advising a range of high net wealth clients in Auckland. Since arriving in New Zealand in 1999 he spent 20 years at a boutique advisory firm helping a wide range of families, Trusts, and corporates with their investing needs. Immediately prior to Milford, Gareth worked for Kiwi Wealth as a Senior Financial Adviser. Gareth has a Bachelor of Arts in Philosophy from Southampton University.

Alistair joined Milford in 2012 and his role involves developing and managing client relationships as well as advising private clients on their investment portfolios. He has spent more than 20 years in the finance industry both in the UK and NZ. The previous eight years were spent in the NZ wealth management industry firstly as a Director at Goldman Sachs JBWere (NZ) Ltd and then most recently at Macquarie Equities (NZ) Ltd. Alistair graduated from the University of Otago in 1991 with a Bachelor of Commerce (Honours). Alistair was previously a member of the New Zealand Stock Exchange (NZX).

Bruce joined Milford in April 2016 having worked in financial markets for more than 20 years. Bruce spent nine years in London working for JP Morgan and Morgan Stanley in Asian equity sales roles before transferring to Singapore in 2008 with Morgan Stanley. Most recently Bruce was head of the institutional equity sales desk at global investment bank, Jefferies Singapore. Prior to moving overseas, Bruce worked in the fund management industry in NZ as an equity analyst for Norwich Union Investment Management. Bruce graduated from the University of Canterbury with a Bachelor of Commerce majoring in Accountancy.

Nicky joined Private Wealth in June 2018 after initially joining Milford in January 2015. Prior to joining Milford, Nicky held financial planning (paraplanning), investment management advice, estate planning advice and trust management roles over a 17-year career at BNZ Private Bank, Perpetual Trust and Public Trust in Auckland, Wellington and Christchurch.

Nicky graduated from the University of Canterbury with a Bachelor of Arts majoring in Psychology in 2000, and in addition to practical expertise with trusts and estates, holds a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University.

David joined Milford in 2015 and brings 20 years’ experience in financial services and investment management both in the UK and NZ. David’s last 11 years were based in London as Investment Adviser with Royal Bank of Canada Wealth Management and prior to that with Craigs Investment Partners and AXA Financial Services in NZ. David is a CFA Charterholder, holds a Bachelor of Commerce from the University of Auckland in Finance and Economics, a Graduate Diploma in Applied Finance, and completed the Series 65 Investment Adviser Law Exam (USA). David was previously a full member of the New Zealand Stock Exchange (NZX).

Peter joined Milford in 2021 and brings more than 30 years’ experience in financial services, and has an extensive knowledge of investment management in NZ.

Prior to joining Milford, Peter held senior advisory roles at Advicefirst, Goldridge Ltd including Chairman of the Goldridge Wealth Management investment committee and Tower Financial Advisory Services. Peter specialises in providing advice to high net worth individuals, families, and trustees of family trusts.

Peter graduated from Massey University with a Diploma in Business Studies endorsed in Personal Financial Planning and holds the globally recognised mark of excellence in Financial Planning CFP^CM and the Financial Advice NZ Trusted Adviser mark.

Jonathan joined Milford in 2018 having previously worked as an Adviser at another boutique fund manager in New Zealand advising high net worth individuals, families and trustees of family trusts.

Prior to entering the funds management industry,  Jonathan served as a Vice President with Deutsche Bank in London and was a Solicitor with Russell McVeagh in Auckland.

Jonathan graduated from the University of Canterbury with a Bachelor of Commerce and a Bachelor of Laws in 1998 and is a CFA Charterholder.

Julie joined Milford in January 2018, having previously worked at Craigs Investment Partners in Auckland as a Private Wealth Associate.

Julie returned to New Zealand in December 2015 after living overseas for 11 years. During this time she worked at Barclays Wealth in Dubai servicing ultra high net worth clients from the Middle East region and also Barclays Wealth in London, both in Associate roles.

Julie is focused on delivering excellent customer service to Milford’s Private Wealth clients.

Michal is a Private Wealth Adviser who joined Milford in 2016, following over 15 years’ in the retail banking industry in New Zealand and the UK, where she relocated from in 2013. Michal’s role is to provide tailored advice to a range of clients on their investment portfolios and provide a friendly and personalised service.

Michal holds the New Zealand Certificate in Financial Services (Level 5) and is studying towards a Graduate Diploma in Business, specialising in Personal Financial Planning with Massey University.

Patrick joined Milford in October 2013. His role is to deliver quality advice to clients in their investment portfolios and manage client relationships.

Patrick has over 15 years’ experience in wealth management and financial services. Prior to joining Milford, Patrick worked in the UK and Ireland for top tier hedge fund managers GLG Partners and Man Investments. Patrick has qualifications in Financial Services & Marketing. He is internationally educated having grown up in Ireland, Portugal, Austria and Germany.

Reece joined Milford in 2018 and brings 25 years’ experience in financial services and investment management from roles in both New Zealand and the United Kingdom. Reece’s role is to provide quality advice to individuals, Trusts and charities on their investment portfolios and manage ongoing client relationships.

Prior to joining Milford, Reece spent 15 years with Bank of New Zealand including six years in Private Bank which included roles of Divisional Director and Private Bank Partner. He also spent seven years as a Senior Partner in the Canterbury BNZ Partnership leading teams in Private Banking, Agribusiness, Corporate Finance and Property Finance. In the United Kingdom, Reece spent five years with Merrill Lynch International.

Reece has a rural background having grown up in rural North Otago and continues to have strong links to the Agriculture sector. He completed a Commerce Degree from Lincoln University in 1991.

Leigh is a Financial Adviser based in our Christchurch office. He joined the Milford team in 2018.

Previous to this role he advised members of Medical Assurance Society, a boutique financial services organisation, for 10 years. Leigh commenced his career with Baillieu Stockbroking in Melbourne before working with Credit Suisse in London for six years.

Leigh holds qualifications in Financial Markets and Accounting from Australian institutions.

Lisa joined Milford in February 2022 as a Financial Adviser and has more than 18 years’ experience across financial services and investor relations in the UK and New Zealand.

Lisa is originally from Sweden and immigrated to New Zealand in late 2008 after more than a decade in London where she held various roles in investor relations, with the last few years at a leading Nordic investment bank.

Prior to joining Milford, Lisa spent 11 years with a major New Zealand bank, most recently as a Partner in its Private Bank division providing financial advice to high net worth individuals and Trustees of Family Trusts.

Lisa holds a Batchelor of Arts (Hons) from the University of London, a Certificate of investments from the Chartered Institute for Securities & Investment in London and the NZ Certificate in Financial Services.

Richard joined Milford in 2017 and has more than 20 years’ experience in the wealth management industry in Europe and NZ. After helping to build the presence of a major Scandinavian bank in London, he went on to gain experience in their asset management division in Stockholm. On returning to London he worked at a senior level with a number of leading European wealth managers including Credit Suisse and Julius Baer. Richard and his family moved to NZ in 2008 and he joined Milford from ANZ where he was Associate Director in the ANZ Private Bank. Richard holds a Diploma in Business Studies from the UK.

Kate joined Milford in July 2018 as a Financial Adviser. Prior to joining Milford, Kate spent 13 years with Macquarie Private Wealth, now Hobson Wealth Partners in both Christchurch and Auckland.

Kate graduated from the University of Canterbury with a Bachelor of Commerce majoring in Economics, and a Post Graduate Diploma of Arts (Political Science) and completed her MBA at the University of Auckland. Kate was previously an NZX Adviser and, as a former member of the Hobson Wealth Portfolio Strategy Group has expertise in fixed income investments and asset allocation of portfolios.

Paul joined Milford in October 2020 as a Financial Adviser from a boutique fund manager where he had been advising high net worth individuals, families and trustees of family trusts. His role is to provide quality advice to clients on their investment portfolios and lead the Private Wealth team in Wellington.

Paul holds a Bachelor of Science from James Cook University, North Queensland, majoring in Mathematics, and a Master of Applied Finance from Kaplan, Sydney, majoring in Investment Management and Wealth Management. Paul brings a breadth of experience across industry and financial services of over 20 years and a depth of knowledge of financial markets and investing to help clients understand long-term investing, the impact of market changes and achieve their financial goals.

Joanna joined Milford in January 2021 as a Financial Adviser in our Wellington Office. She has 20 years’ experience in banking, investment and financial services in New Zealand, Australia and the United Kingdom.

Joanna returned to New Zealand in June 2019 after living overseas for 15 years, with the past five years working at a leading Private Bank in both Wellington and Sydney. In the UK she worked predominately as a Relationship Manager in Private Banks and Investment firms, providing quality advice and managing client relationships.

Joanna has completed the Advanced Diploma of Financial Planning in Australia and the CISI Certificate in Private Client Investment Management in London. She holds a Bachelor of Science and Bachelor of Tourism and Services Management from Victoria University of Wellington.

Simon joined Milford in November 2020 and has 15 years’ experience in banking and financial services in New Zealand and Australia.
Since moving back to New Zealand in 2013 Simon has worked as a Wealth Specialist to the agricultural sector and since 2016 a Private banker at a leading bank in the Waikato. Simon has a breadth of experience advising high net worth individuals, farming families and trustees of family trusts. Simon holds a Bachelor of Management Studies from Waikato University.

Carmen joined Milford in January 2021 and has 25 years’ experience in banking and financial advice in New Zealand. Carmen has spent the majority of her career advising clients in the Waikato. Having worked advising clients since 2006 and in financial services since 1995, Carmen has a wide range of experience in dealing with high net worth individuals and families, family trusts, farming families and business owners.

Carmen holds a Post Graduate Diploma in Personal Financial Planning from Waikato University and she is a Financial Adviser.

Simon joined Milford in early 2013 as a Private Wealth Adviser after 15 years working abroad including Sydney, Taipei, London and Hong Kong. This included roles as International Wealth Manager with HSBC in Hong Kong; Partner with St. James’s Place Wealth Management (UK); and Stockbroker & Financial Adviser with US firm Edward Jones. Simon has a Bachelor of Science from the University of Canterbury and a Bachelor of Business Studies from Massey University.

Andrew joined Milford Private Wealth in July 2016. Prior to his role at Milford, Andrew spent more than a decade at Goldman Sachs in London, where he was an Executive Director. The last eight years were in Institutional Sales and Client Relationship Management roles within the Asset Management division. The preceding three years were in the Finance division. Before moving overseas Andrew qualified as a Chartered Accountant with Ernst and Young Auckland. Andrew graduated from the University of Auckland with Bachelor of Commerce and Bachelor of Arts degrees, majoring respectively in Accountancy and History.

Donna joined Milford in May 2021 and has 23 years’ experience in the Banking and financial services Industry in New Zealand and Australia.

Donna has spent the past 15 years in New Zealand (Northland and Tauranga) with a major New Zealand Bank advising and servicing high net worth individuals and families, Trusts, farming and business owners.

Donna worked in Australia as a Financial Planner and specialised in the Corporate Superannuation Industry based in Perth for eight years until moving back to New Zealand.

Donna holds a Diploma of Financial Planning and Advanced Financial Planning Diploma from Kaplan Professional Australia and is a Financial Adviser.

Kim joined Milford in September 2022 as a Wealth Management Associate and has over 30 years of experience in financial services in the UK and New Zealand.

Prior to joining Milford, Kim worked at AdviceFirst supporting a group of Wealth Management Advisers, providing account management and a high level of service to clients.

Kim holds a UK Diploma in Business Studies and NZ Certificate in Financial Services (Level 5).

David joined Milford in 2021 and has over 20 years’ experience in the financial service industry in the UK, Ireland and New Zealand.

After various roles with Barclays, RBS and Ulster Bank in the UK and Ireland, David returned to New Zealand in 2009 where he began a 12-year career with ANZ.

David’s time at ANZ included roles managing relationships with large commercial businesses and professional service firms, and more recently, as an Associate Director within the ANZ Private Bank team.

David holds a Diploma in Business Studies and the NZ Certificate in Financial Services.

Samantha is a Financial Adviser and joined Milford in August 2018, having previously worked at ANZ in Auckland as a Wealth Specialist.

Samantha returned to New Zealand in October 2017 from London where she was employed by Standard Life Wealth. Prior to her time in the UK, Samantha commenced her career at Forsyth Barr and she has over eight years’ experience in the financial services industry.

Samantha holds a Bachelor of Commerce in Economics from Otago University.

Julian joined Milford in 2021 as a Financial Adviser and brings more than 25 years of experience in financial services, both in the UK and NZ. Julian spent 13 years in London working for Morgan Stanley, then as a financial consultant to several leading Investment banks.

Prior to joining Milford, Julian was a Commercial Relationship Manager for ANZ in Auckland for five years. Before moving overseas Julian qualified as a Chartered Accountant with Deloitte Auckland. Julian holds a Bachelor of Commerce from the University of Auckland.

Zhanna is a Client Manager at Milford. Her role is to provide exceptional client service and establish long-term relationships with our Private Wealth clients.

Zhanna joined Milford in 2017 after relocating to Auckland from London and brings more than 16 years of experience in Banking and Financial Services including at JPMorgan (USA and UK) and RBS Citizens (USA). She holds a Bachelor of Science in Finance from Northeastern Illinois University (USA).

Emma joined the Wealth Management team as an Associate in November 2020, before moving into the role of Assistant Team Leader in June 2024.

Prior to that, Emma worked in Milford’s Investor Services team for two years working with KiwiSaver and Investment Funds clients.

Before joining Milford, Emma spent three years at the Financial Markets Authority as an adviser in the Compliance Services team. She has also worked for Macquarie Funds Group in Sydney and for global investment management firm Baillie Gifford in Edinburgh.

Emma is a graduate of the University of St Andrews with a MA degree in International Relations.

Megan joined Milford in August 2019.

She has more than five years’ experience in the financial services industry in New Zealand. Prior to joining Milford, she worked for Westpac and most recently SuperLife.

Megan holds a Bachelor of Business Studies from Massey University, with a major in Economics and a minor in Accounting.

Charlotte joined Milford in 2019 and is based in our Christchurch office as a Financial Adviser within our Wealth Management team, providing advice to individuals, families, and trustees of family trusts.

She has over 17 years’ experience in the financial services industry in New Zealand and Australia, including seven years at Macquarie Bank in Sydney, and more recently a boutique wealth management and financial advisory firm in Christchurch.

Charlotte holds a BA from the University of Canterbury, a Graduate Diploma of Financial Planning from the Securities Institute of Australia, and a National Certificate in Financial Planning.

Kaine joined the Wealth Management team as a Wealth Management Associate in Auckland in October 2021 before transferring to the Christchurch office in February 2024. Prior to that, Kaine worked in Milford’s Investor Services for 18 months working with KiwiSaver and Investment Funds clients.

Before joining Milford, Kaine worked with ASB Bank in the Internal Audit and Design Teams. Kaine holds a Bachelor of Commerce (Finance) from the University of Otago, a New Zealand Certificate in Financial Services (Level 5), and a Graduate Diploma in Arts (Philosophy) from Massey University.

Harry joined Milford as a Wealth Management Associate in September 2022. Prior to Milford, Harry worked part-time for an asset-based lending firm whilst completing his studies.

Harry studied at the University of Canterbury where he graduated with a Bachelor of Commerce, majoring in Finance and Economics.

Amanda joined Milford in 2020 as a Financial Adviser, and is based in our Wanaka office. Amanda has more than 20 years’ experience in the Financial Services industry having previously worked as an Adviser at other boutique fund managers in both New Zealand and the UK, advising high net worth individuals, families and Trustees of Family Trusts.

Amanda is a Certified Financial Planner (CFPcm), holds a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University and a Diploma in Financial Planning from The Chartered Insurance Institute (UK).

Chris joined Milford in November 2023 as a Private Wealth Adviser based in the Wellington office. He has been a financial adviser since 2011 in both Australia and New Zealand.

Prior to Milford, Chris worked for ASB as an Executive Wealth Manager servicing high net worth clients in Private Banking. He also has experience working for a large superannuation provider and a boutique fund manager where he was predominantly advising individuals, families and trustees of family trusts.

Chris has a Bachelor of Commerce in Marketing and Management from Victoria University in Wellington and a Diploma of Financial Planning from Kaplan Professional Australia.

Mike joined Milford in December 2020 working as a Wealth Management Associate in our Wellington office. He has more than five years of experience in the financial services industry in New Zealand and the United Kingdom. Prior to Milford, Mike worked for the MMC-owned investment platform Aegis within the Equities, Bonds and Managed Funds teams and then as the Corporate Actions Specialist. Prior to moving to New Zealand, Mike worked for Fidelity International in their Wealth division, servicing high net worth individuals.

Mike holds a Bachelor of Politics from the University of Portsmouth and CISI Level 1 certificate in Investment Operations. He obtained the Level 5 Certificate in Financial Services – Investments (version 2) in November 2021.

Joanna joined Milford in November 2022 as a Wealth Management Associate with 10 years’ experience in the financial services industry. Prior to joining Milford, Joanna worked for a boutique financial advisory service as the administrator and compliance officer and then for one of NZ’s largest brokerage firms as an adviser assistant.

Joanna has a Bachelor of Arts with First Class Honours in Diplomacy and International Relations, a Certificate in Small Business Management and the NZ Certificate in Financial Services (Level 5).

Tyson is a Client Manager at Milford. His role is to provide exceptional client service and establish long-term relationships with our Private Wealth clients.

Tyson joined Milford in 2024 after recently running his own business in Wanaka. Tyson brings more than 18 years of experience in Banking and Financial Services including roles at Merryl Lynch, Coutts & Co, and HSBC (London-UK). In New Zealand he has held positions as Financial Controller and Business Partner for Westpac Business Banking and Institutional Banking (Auckland). Tyson graduated from Otago University with a Bachelor of Commerce in Finance and is an Associate Chartered Accountant.

John has been with Milford since 2018 and is a Private Wealth Client Manager where his role is to provide exceptional client service and establish long-term relationships with our Private Wealth clients.

Prior to joining the Private Wealth team, John worked in the Wholesale channel which manages relationships with Milford’s Institutional and Intermediary clients, and also our Investor Services Team.

John graduated from Otago University in 2016 with a Bachelor of Commerce majoring in Business Management and a Bachelor of Science majoring in Biochemistry.

Lara joined the Milford team in January 2021 and is a Financial Adviser based in our Cambridge office. She has more than eight years of experience in the Financial Services industry here in New Zealand and in the United Kingdom, with the majority of that time in Fund and Wealth management. Prior to moving to New Zealand, Lara worked for Newton Investment Management, owned by BNYMellon for three years in Edinburgh where she serviced high net worth individuals, Trusts and Charities.

Since being with Milford, Lara has been part of the Private Wealth team as well as the KiwiSaver and Investment Fund team. Lara’s role is to provide exceptional client service, establish relationships with our clients and can provide advice to our Investment Fund and KiwiSaver clients. She is passionate about helping people reach their financial goals and assisting them on their investment journey.

Lara holds her Investment Administration Qualification gained in the UK and her Level 5 New Zealand Certificate in Financial Services (Level 2) specialising in Investments.

Lara is also a member of the Cambridge Business Chamber, Rural Woman New Zealand, Venus Businesswoman and various other networking groups within the community.

Viola started at Milford in August 2023 and brings over 5 years of experience in the Financial Services industry in New Zealand.

Before joining Milford, she worked as a client services officer at NZFunds, handling Investment Funds, Superannuation, and KiwiSaver.

Viola holds a Level 5 New Zealand Certificate in Financial Services (Level 2), specializing in Investments.

Rachael joined Milford in March 2024 as a Wealth Management Associate. She has over 10 years of experience in Operations and Relationship Management within the financial and technology sectors.

Before joining Milford, Rachael worked for Lehman Brothers Europe in London and for a global investment management firm called Paulson & Co Inc. in New York. Rachael is a graduate of DePauw University with a Bachelor of Arts in Sociology and Anthropology.

Mike is responsible for Milford’s Institutional clients including charities, community trusts, foundations, Iwi and corporate superannuation schemes.

Mike joined Milford in 2014 and spent three years looking after family trusts, high net worth individuals, as well as a number of foundations and charities through the Private Wealth division.

Prior to joining Milford, Mike spent six years with another NZ boutique Fund Manager where he looked after high net worth families and institutional clients. Earlier in his career Mike worked for a family office with a particular interest in equity market investments, and for Credit Suisse and the Royal Bank of Scotland in the UK. Mike graduated from the University of Waikato with a Bachelor of Management Studies (Honours) majoring in Finance.

Michael Robson is Head of Wholesale and is responsible for servicing and growing relationships with financial advisers, wealth management firms and research houses.

Joining Milford in 2018, Michael has more than 10 years’ experience in the New Zealand finance industry, with his previous role being Senior Business Development Manager at Nikko AM where he dealt with a range of institutional and wealth management clients.

Michael holds a BSc with honours in Management from the University of London, holds the NZX Financial Diploma and passed Level 1 of the CFA Program.

Rohaan is a Business Development Manager, responsible for servicing Milford’s Intermediary clients.

He joined Milford after 11 years working in financial markets, most recently as an Investment Adviser at Craigs Investment Partners, and before that as Foreign Exchange Dealer for Bank of New Zealand and American Express in Auckland.

Rohaan holds a BA with Honours in Banking and Finance from London Metropolitan University. He has also completed the NZX Adviser Course, and has a New Zealand Certificate in Financial Services (Level 5).

Andre is a Business Development Manager, responsible for servicing Milford’s Intermediary clients.

He joined Milford after nine years working in financial markets, most recently as a Business Development Executive at Schroders in the UK, where he dealt with a range of Intermediary clients.

Andre holds a BA with Honours in Business and Management Studies and an MSc in Management from Cardiff University. He has also completed the Investment Management Certificate (IMC) in the UK.

Alice is responsible for managing the operational aspects of the Intermediary channel and driving key client initiatives. Alice joined Milford in 2019, initially servicing retail KiwiSaver and Investment Fund clients.

In 2021, Alice transitioned to the Wholesale team as Wholesale Associate before taking on her current role as Service Delivery Lead. Alice graduated from the University of Otago with a Bachelor of Commerce degree majoring in Economics and Finance, Alice has also completed Level 1 of the CFA Program.

Will is the Wholesale Associate, supporting the team that manages relationships with Milford’s Institutional and Intermediary clients.

Prior to this, Will spent 18 months in the Investor Services team working with Milford’s KiwiSaver and Retail Investment Funds clients. Will has also spent time at Forsyth Barr working in their Client Administration team.

Originally from Otago, Will graduated in 2021 from the University of Otago with a Bachelor of Commerce. He has also completed the New Zealand Financial Services Certificate.