Auckland / Northland Branch

Chairman

Stuart Auld
Phone (09) 915 6771
stuart.auld@morningstar.com

Secretary

Helen Robertson
Phone (09) 252-5569
helen.robertson2@anz.com

Committee Members

Colleen Dennehy
colleen.dennehy@gingergroup.co.nz

John Broad
john.broad@advicefirst.co.nz

Barry Read
barry@idslimited.co.nz

Greg Moyle
greg@akld.nzfp.co.nz

Bay of Plenty Branch

To view the Bay of Plenty Branch web page for the latest invite to their next branch meetingĀ click here.

Chairman

Craig Roebuck
Phone (07) 578 2962 
craig_roebuck@nzgt.co.nz

Treasurer

Ross Edwards
Phone (07) 577 5926
ross_w_edwards@bnz.co.nz

Secretary

Sue Schroder
Phone (07) 307 0940 
sue@life-time.co.nz

Committee Members

Bruce Cameron
Phone (027) 351 6043
supercameron2011@gmail.com

Ross Edwards
Phone (07) 577 5926
ross_w_edwards@bnz.co.nz

Selwyn Parker
Phone (0800) 263 409
selwyn@imsnz.co.nz

Steve Russell
Phone (07) 927 7023
steve.russell@publictrust.co.nz

Canterbury Branch

canterbury@ifa.org.nz

Chairman

Paula Margot
(03) 389 5805
paula@futurelifesolutions.co.nz

Vice-Chairman
George Hill
(03) 377 1775
george@paulmcewan.co.nz

Committee

Andrew Nuttall
(03) 364 9119
andrew@bnl.co.nz

Steve Crawley
(03) 964 3609
stephen.crawley@axa.co.nz

David Solomon
(03) 3754040
davids@chchnzfp.co.nz

Dai Eveleigh
(03) 364 7628
dai.eveleigh@macquarie.com

Vivecca Robinson
(03) 372 1946
vivecca.robinson@lifetime.net.nz

Michael Youngman
(03) 364 7604
michael.youngman@macquarie.com

Gemma Pope
(03) 358 9172
gemma@cpaa.co.nz

Lindsay Strathdee
(03) 366 9122
lindsay@pfg.co.nz

Hawkes Bay / Poverty Bay Branch

Chairman

Tim Ewen
(06) 872 9204 
tim.ewen@whk.co.nz

Secretary/Treasurer

Chris Day
(06) 835 6185
cday@nzgt.co.nz

Committee

Steve Tutbury
(06) 878 7350
steve@bayfinancialcentre.co.nz

Ben Thomas
(06) 834 3408
ben_thomas@amp.co.nz

Central Region Branch

Chairperson

Peter Rea
peter@investcentre.co.nz

Secretary

John Doolan
john.doolan@inspire.net.nz

Treasurer

Rosemary Hopcroft
Rosemary.hopcroft@nla.net.nz

Council Representatives

Peter Rea
Neil Miller

Please contact peter@investcentre.co.nz for further enquiries.

Otago Branch

Chairman

Don Broad
don@broadbase-central.co.nz

Secretary/Treasurer

Shelly Joyes
shelly_joyes@westpac.co.nz

Committee Members

Neville Caird
Mark Jory
Angela Sturgeon
Johnathan Hawthorn
Kevin Luff

Southland Branch

Chairman

Stephen O'Connor
stephen@mwm.net.nz

Secretary

Janna Wybrow
janna@mwm.net.nz

Treasurer

Anthony O'Connor
anthony@bennett.co.nz

Committee Members

Annabel Riley
Dianne Logan

Taranaki Branch

Chairperson

Mel Cook
mel@htl-ing.co.nz

Secretary/Treasurer

Neil Ternouth
neil.ternouth@broadbase.co.nz

General Members

Garth Clarricoats
mail@insureinvest.co.nz

Alan Warden
a.warden@primeplanning.co.nz

Neil Ternouth
neil.ternouth@boradbase.co.nz

Tasman Branch

Chairman

Mark Sheehan
Phone (021) 287-3877
mark.sheehan@ewm.co.nz

Treasurer

Martin Lubransky
Phone (03) 548-9710
martin@lubransky.co.nz

Secretary

Jonathan Neal
jonathan@risefinancial.co.nz

Committee Members

Doug Johns
doug@bnl.co.nz

Liz Clark
liz@suretyplus.co.nz

Lyall Daines
lyalldaines@xtra.co.nz

Waikato Branch

Chair

Luke McKenzie 
easylink.waik@xtra.co.nz

Deputy Chair

Janet Natta 
janet.natta@advicefinancial.co.nz

Secretary

Luke McKenzie 
easylink.waik@xtra.co.nz

Treasurer

Nigel Tate
nigel@ntfp.co.nz

Committee Members

Nicola Smithson
Bob Niemiec
Ron Flood

Wellington Branch

Chairperson

Fred Dodds
fred.dodds@nz.towerlimited.com

Secretary/Treasurer

Toni Dodds
toni.dodds@tower.co.nz

Committee Members

Mike Green
Mike Guyomar
Stuart Baddeley
Karen Whitehead
Karen Lane
Robbie Schneider

DENIS SAMPSON MEMORIAL SCHOLARSHIPDENIS SAMPSON MEMORIAL SCHOLARSHIP

This scholarship is intended to provide financial support for a local member to continue their education in a discipline relevant to their profession. It provides a cash payment of $500 on the successful completion of an "approved course of study" which has a direct relevance to the financial advisory profession. By funding this from the branch finances, the Wellington branch is recognising the growing professional requirements of its members.

Who is eligible to apply?
Scholarships are awarded twice annually, and at the sole discretion of the Trustees who will take account of the following guidelines.

The applicant:
Must be a financial member of the IFA Wellington Branch, be ineligible for educational financial support from their own organisation, to be regularly involved in IFA Wellington Branch activities, generally recognised as having a high degree of professionalism, and must be committed to the further development and promotion of the IFA.

The application:
T to be in writing to the Trustees and outline: the proposed course of study, the date of course commencement and completion, evidence of enrolment, and accompanied by a personal statement which (in no more than 500 words) outlines what personal objective(s) of the applicant will be achieved through the course of study, and how the applicant intends to further the objectives of the IFA in the future.

Why 'Denis Sampson'?
Denis Sampson (who recently died at the age of 86) joined the life insurance industry as an agent in 1962 and retired in 1985 at the age of 70. He served as the LUA National President from 1975 to 1977. He had a passion for ongoing education, and was instrumental in the formation of the LUA Code of Ethics and the establishment of the New Zealand Diploma of Life Assurance.

2008 Recipient - Coming Soon

2003 Recipient - John Liddell, NZ Financial Planning Complany Ltd.
John has commenced the Diploma in Business Studies (Personal Financial Planning)
- Financial Planning Process
- Property Investment

2002 Recipient - Michael Rowell, Financial Fitness
Michael is involved in 2 courses of study:
- Estate & Tax Planning, Dip. Business Studies
- Securities Law, Stock Exchange & Market Regulation NZ

Please contact Tony McCombs for further information.
tony_mccombs@asteron.co.nz