We’ll talk you through the investment process, help you review your finances, set your goals and implement the best investment strategy for you.
Our qualified and experienced investment advisers offer a complimentary no-obligation service, even if you're not an ASB customer.
To locate your local investment adviser, select an area near you:
- Northland
- North Harbour
- West Auckland
- Central Auckland
- East Auckland
- Counties Maunkau
- Central North Island
- Lower North Island
- Southern
Northland
 | Sean Lewington |
Branches: Whangarei, Dargavile, Kerikeri, Kaitaia, Kamo, Paihia. Sean brings over 15 years of international financial services industry experience to ASB, having held a variety of leadership and advisory roles for major institutions in the United Kingdom. Sean holds a high profile Advanced Planning Certificate (UK). His passion is to partnership with his clients and understand their personal financial goals. He prides himself on his friendly manner and knowledgeable advice. | |
North Harbour
 | Guy Rowlands Mobile: (027) 431 0511 Email: guy.rowlands@asb.co.nz |
Branches: Mairangi Bay, Orewa, Browns Bay, Whangaparaoa, Albany, Glenfield. Guy has been in the finance industry for over 12 years. He has worked for several financial companies before joining ASB in 2001. Guy is a Certified Financial Planner. He also holds a Graduate Diploma in Business Studies endorsed in Financial Planning. | |
 | Glen Godfrey |
Branches: Takapuna, Milford, Devonport, Helensville, Birkenhead, Wairau Park. Glen has over 25 years' experience in the financial services industry, having worked in London, Sydney and Auckland in a variety of senior adviser and managerial positions. He also holds a Graduate Diploma in Business Studies endorsed in Financial Planning and prides himself on his professionalism and easy going manner. His number one priority is to help clients achieve their financial goals by providing clear explanations of investing principles, sound advice and building a strong client/adviser relationship. | |
West Auckland
 | Forest Liu |
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 | Sam Kodi |
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Central Auckland
 | Tom Chen |
Branches: Wyndham, Dominion Rd, Grey Lynn, Mt Roskill South, Migrant Banking, Korean Banking, Ponsonby, Mt Eden, Royal Oak, Three Kings. Tom has been with ASB Investment Services since 2003 and is a Certified Financial Planner. He has a Masters Degree in Finance, from the University of New South Wales, Sydney, and holds a Graduate Diploma in Business Studies endorsed in Financial Planning, from Massey. Tom speaks fluent Mandarin, English and Spanish. | |
 | John Bradley |
Branches: Contact Centres, Premier Banking, Bank Direct John has a Bachelor of Commerce majoring in Economics and Business Management and a Graduate Diploma in Business Studies Endorsed in Personal Financial Planning. John has international experience in financial planning with a background in investments, estate planning and trusts. John is passionate about helping clients reach their financial goals. | |
 | Mark Logan |
Branches: Remuera, Greenwoods corner, Greenlane, Ellerslie, Sylvia Park, Broadway. Mark has more than 15 years experience in the financial industry, having worked in London and Auckland in a variety of Wealth Management positions. He holds the Financial Planning Certificate (UK). Mark is very passionate about helping his clients achieve their financial goals and building a long-lasting relationship with those clients. | |
East Auckland
 | Cliff Posner |
Branches: Howick, Ellerslie, Greenwoods Corner, Greenlane, Panmure, Sylvia Park, Pakuranga, Highland Park. Cliff has more than 20 years' experience in the banking and financial industry from the UK. Being married to a New Zealander, he moved with his wife and children to New Zealand in 2003 and spent two years working at a Financial Planning office before joining ASB in 2007. He is currently studying towards a Graduate Diploma in Business Studies endorsed in Financial Planning and believes in a high standard of customer service. | |
Counties Manukau
 | Tania Maguire |
Branches: Pukekohe, Waiuku, Otahuhu, Bader Drive, Manurewa, Onehunga, Otara, Meadowlands. Tania has been with ASB for 18 years and has more than 20 years' experience in the banking and finance industry. She has been an investment adviser in the Counties region for the past six years and is currently studying towards a Graduate Diploma of Business studies endorsed in Financial Planning. Tania recognises the importance of having clear financial goals and a plan in place to achieve these goals. She finds helping people achieve this exciting and rewarding. | |
 | Emily Huang |
Branches: Botany Downs, Botany Junction, Manukau, Mangere Bridge. Emily has five years experience in the banking and finance industry and holds a Bachelor of Commerce in Finance and International Business from the University of Auckland. She is currently studying towards a Diploma in Financial Planning. Emily is passionate about investments and is dedicated to providing outstanding customer service. She helps clients to achieve their financial goals through understanding their financial needs and recommending the most appropriate financial solution. Emily speaks fluent English, Mandarin and Taiwanese. | |
Central North Island
 | Helen Skedgwell |
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 | Nigel O'Leary |
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Lower North Island
 | Fiona Selbie |
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 | Johan Hermon |
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 | Sharon Mills |
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Southern
 | Richard Ridout |
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