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 Wealth Managers offer a complimentary no-obligation service, even if you're not an ASB customer.
To locate your local Wealth Manager, select an area near you:
Northland
 | Guy Rowlands Mobile: (027) 431 0511 Email: guy.rowlands@asb.co.nz |
I’ve been in the financial industry since 1992 and I joined ASB in 2001. I hold a Graduate Diploma in Business Studies, endorsed in Financial Planning and have also just become an Authorised Financial Adviser (AFA). I believe in working closely with clients and working together to establish an appropriate financial strategy that will exceed their expectations.
If you’d like to know more about how I can help, just ask.
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 | Glen Godfrey Mobile: (027) 440 3614 Email: glen.godfrey@asb.co.nz
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I have over 27 years of international experience in banking and financial services, having worked in London, Sydney and here in New Zealand. I’m an Authorised Financial Adviser (AFA) and have been with ASB bank for four years - working on the North Shore and overseeing many of the main branches there.
I enjoy developing good, ongoing relationships with my clients and love helping them implement long term plans to achieve their future financial goals. Something I find really important is being able to explain investment concepts in plain, easy-to-understand terms. The ability to do this has seen me nominated for the ASB Investment Adviser of the year three times and winning it once.
Outside of work I’m a sports enthusiast and enjoy football, tennis and swimming.
If you’d like to know more about how I can help, just ask.
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 | Raewyn Brennan Mobile: (027) 203 6427 Email: raewyn.brennan@asb.co.nz |
My name’s Raewyn and I have over 12 years experience as a Wealth Manager. In this time I’ve completed my graduate diploma is Business Studies (Personal Financial Planning) and also become and Authorised Financial Adviser (AFA).
I joined ASB in 1989 as I felt their vision and values matched my own. It was a great move and I love that I’m now in a role where I can work with my clients and clarify what’s important to them, plus put plans in place to help them achieve it.
I’ve been lucky enough to travel a lot, however I now have a family to look after so you’re more likely to find me cycling around the neighbourhood than trekking round Europe.
If you’d like to know more about how I can help, just ask.
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 | Bhina Paramanathan Mobile: (027) 203 6415 Email: bhina.paramanathan@asb.co.nz |
My name’s Bhina and I believe that as people’s lives change, so should their investments. That’s why I love doing what I do. I’m constantly building ongoing relationships with clients and working with them to narrow down their goals before putting plans in place to help achieve them.
I’ve been with ASB for six years and before that graduated from Auckland University with a conjoint degree – a Bachelor of Commerce majoring in Finance and a Bachelor of Science majoring in Statistics. I’ve also completed a Graduate Diploma in Business Studies, endorsed in Personal Financial Planning and am registered as an Authorised Financial Adviser (AFA).
Outside of working I love music and enjoying both singing and playing the piano.
If you’d like to know more about how I can help, just ask.
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West Auckland
 | Cathy Chen Mobile: (027) 203 6422 Email: cathy.chen@asb.co.nz
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I am a Wealth Manager looking after customers in the West Auckland Region. I joined ASB in 2005 and have been in this role since 2007. I am an Accredited Financial Adviser (AFA) and hold qualifications including a Bachelor of Commerce and Administrations (majoring in Finance, Commercial Law and Accounting – Victoria University), Graduate Diploma in Business Studies (endorsed in Personal Financial Planning) and a Post Graduate Diploma in Professional Accounting. I am also a Provisional Member of the IFA.
Most of us have some idea of what we want in life, but there are very few of us who can honestly say they have sat down and worked out how to get there. My passion lies in helping clients find their dreams, and working with them to create a plan of solutions to achieve these dreams. My solutions are flexible and can be adjusted as your financial needs adjust throughout your life.
When I am not at work I am kept on my feet chasing my two young children, and it is great fun seeing them learn and grow.
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Central Auckland
 | Mark Logan Mobile: (021) 988 652 Email: mark.logan@asb.co.nz |
I’ve been a financial adviser for 16 years. Most of this time was spent in London as a Wealth Manager, but in 2009 I decided to move my young family here to beautiful New Zealand – that’s when I joined ASB.
I’m an Authorised Financial Adviser and the thing I love about my job is that through building ongoing relationships with my clients, I’m able to see the results of my advice further down the line. Seeing them achieve their goals gives me a massive boost and keeps me eager to help others too.
When I’m not at work there’s more than enough to keep me busy. I’m a keen traveller, family man and I enjoy sports too.
If you’d like to know more about how I can help, just ask.
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 | Jeremy Thomas Mobile: (021) 869 214 Email: jeremy.thomas@asb.co.nz |
My name is Jeremy and I’ve enjoyed the privilege of sculpting my customers' financial portfolios over the past 15 years. During that time, I’ve also worked overseas giving me a good understanding of other markets. I’m an AFA (Authorised Financial Adviser) so my clients have the peace of mind that I will always work with integrity, bringing real value to every relationship.
I've worked with clients in their 30's, and my oldest customer is 95 years old – so I can identify with different needs and goals across various life stages. This variety of personal and financial circumstances has helped me build a wealth of experience. But every client is different so I work tirelessly to understand their needs before making any recommendations.
Working at ASB, I'm fortunate to have experts across all the various asset classes who can help create the best asset mix for each client based on their attitude to risk. We also have an amazing plan writing and account management team that rounds off the on-going support.
Carmel and I have three children and we are passionate about the outdoors, and most weekends are taken up by lots and lots of sport!
If you’d like to know more about how I can help, just ask.
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East Auckland
 | Cliff Posner Mobile: 027 282 0368 Email: cliff.posner@asb.co.nz
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I’ve been a Wealth Manager for six years and spent the last four of them with ASB Bank. Prior to this, I worked in international banking for 20 years in London.
In 2004 I passed Adviserlink "Fundamentals and Processes of Financial Planning" before completing my graduate diploma in Business Studies (Personal Financial Planning) in 2009. I’m an Authorised Financial Adviser (AFA) and a current a member of the Institute of Financial Advisers (IFA). I constantly strive to exceed the required standards of practice and code of ethics.
I love meeting a range of wonderful people and treating my clients as I’d expect to be treated is really important to me.
Outside of work, my three children keep me pretty busy. But when I find the time, I enjoy cycling, walking my dog and travelling around New Zealand.
If you’d like to know more about how I can help, just ask.
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 | Ray Li Mobile: (027) 211 2392 Email: ray.li@asb.co.nz
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My name’s Ray and I have six years financial service experience in Investment Advisory, Wholesale Superannuation and Share Registry. I’m an Authorised Financial Adviser (AFA) and also hold degrees in Personal Financial Planning (GDiploma, 2010), Relationship Marketing (MPBs, 2008), Management (MMgt, 2006) and Information System (BBs, 2003). All these qualifications work together and enable me to build personalised investment plans that will help my clients achieve their financial goals.
I speak fluent English and Mandarin and in my spare time I enjoy playing basketball.
If you’d like to know more about how I can help, just ask.
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Counties Manukau
 | Sarah Hull Mobile: (027) 203 6420 Email: sarah.hull@asb.co.nz
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My name’s Sarah. I’m originally from the United Kingdom, but after living here for 12 years, I now call New Zealand home. In this time I’ve been working at ASB Bank for 10 years and providing financial advice for six. I’m an Authorised Financial Adviser (AFA) and am passionate about investments. In my role, providing excellent customer service is a must, which is great because it’s something I really enjoy. I pride myself on working with my clients to help them achieve their financial goals.
I have a young family so outside of work is mostly spent with them – although when I get a chance to do enjoy a good day’s fishing.
If you’d like to know more about how I can help, just ask.
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Central North Island
 | Nigel O'Leary Mobile: (027) 220 3354 Email: nigel.oleary@asb.co.nz
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I have over 20 years experience in the banking and financial services industry. I’m an Authorised Financial Adviser (AFA), an Associate Financial Planner with the Institute of Financial Advisors (IFA) and have completed my Graduate Diploma in Business Studies endorsed in Personal Financial Planning.
While it’s important to have a wealth of knowledge, I believe that experience is also is a vital attribute in every good Wealth Manager. I’m fortunate to have a lot of it, having been investing in fixed interest, equities and property for over 25 years.
I’ve lived in the Bay of Plenty for over 10 years now and enjoy all the fantastic outdoor activities it has to offer – especially fishing and spending time with friends and family on the boat.
If you’d like to know more about how I can help, just ask.
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 | Anthony Huggins Mobile: (027) 431 0516 Email: anthony.huggins@asb.co.nz
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I’ve been with ASB Bank for 13 years, giving financial advice to customers for the last 10 of them. I’m an Authorised Financial Adviser (AFA) and hold a graduate diploma in Business Studies, endorsed in financial planning.
I really enjoy my role with ASB and find it incredibly rewarding. There’s nothing better than seeing clients use your advice to achieve their dreams and aspirations. It’s one of main reasons I do what I do.
I’ve lived in Hamilton for 30 years and am an avid rugby fan. I played senior club rugby here for 12 years and am hugely excited about New Zealand winning the Rugby World Cup.
If you’d like to know more about how I can help, just ask.
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 | Sarah Ashby Mobile: (021) 959 446 Email: sarah.ashby@asb.co.nz |
I work as a Wealth Manager. I have over six years experience in banking and have recently graduated with my Masters in Business Administration – a feat I’m extremely proud of. I’ve also recently become an Authorised Financial Adviser (AFA).
When making decisions about the future, I believe people need to be aware of all the options available to them. That’s where I come in. I enjoy educating people about investing and helping them make informed decisions.
I’m a Waikato girl at heart but have recently moved to the Bay of Plenty so am spending time travelling around the area and getting to know it better.
If you’d like to know more about how I can help, just ask.
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 | David Leighton Mobile: (027) 431 0519 Email: david.leighton@asb.co.nz |
My name is David and I have over 22 years of international experience in banking and financial services. I've been with ASB for 10 years, working initially as an investment adviser before becoming Area Manager for ASB Private Banking & Wealth Management. I’m qualified as an Authorised Financial Adviser in New Zealand as well as being recognised as a Certified Financial Planner in the UK.
I enjoy building strong relationships with my customers and sharing my passion for creating wealth. I have great pride in my Scottish background and like to work with a positive outlook on life. Outside of work I coach my son's junior rugby team and love spending family time with my wife and two children.
If you'd like to know more about how I can help, just ask.
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Lower North Island

| Sean Lewington Mobile: (021) 435 742 Email: sean.lewington@asb.co.nz |
As a trusted Authorised Financial Adviser, I strive to form strong relationships with my clients so I can help them achieve their financial goals and aspirations. With 15 Years international experience in the wealth industry, I’ve developed a strong ability to build relationships that are centred on a solid understanding of my clients’ needs and goals. For me, the most satisfying part of my role is meeting clients and working in partnership with them to deliver the right solution for their needs. I also enjoy working with the great team at ASB – our common goal is always to deliver the best possible service.
Away from work my passions are my family and being involved in all their sporting activities, and enjoying the great outdoor kiwi lifestyle.
If you’d like to know more about how I can help, just ask.
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South Island
 | Martin Gay Mobile: (021) 940 500 Email: martin.gay@asb.co.nz
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My name is Martin, the Regional Manager for ASB Wealth Managers based in the Lower North Island and the South Island. I’ve been with ASB since 1998 and have worked in financial planning since 1999. It’s really important to me that all our ASB Wealth Managers are world-class. So a big part of my job is helping our team develop their skills by observing and coaching.
I have a BA (hons) degree and a Diploma in Business Studies with a major in Finance. I’m also qualified as an Authorised Financial Adviser (AFA) and I’m a firm fan of the QFE legislation that means all Kiwis will know where they stand when they’re offered financial advice. Outside of work, I have two young boys who keep me extremely busy, I love cricket and enjoy spending time exploring New Zealand - especially the central lakes.
If you’d like to know more about me and how I can help, just ask.
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 | Anna Dow Mobile: (021) 485 170 Email: anna.dow@asb.co.nz |
My name is Anna, the Wealth Manager for the Otago/Southland region. I’ve been with ASB for eight years, three of which were as a branch manager. I’ve been in my current role for close to a year and am really enjoying being part of the fantastic team we have here.
The thing I love most about my role is helping clients achieve their dreams. Customer service is really important to me, and I’ve always made sure my clients get the best service possible. In fact, I’m honoured to have won numerous Customer Service Awards because of this commitment.
I’m an Authorised Financial Adviser (AFA) and have a Commerce degree from the University of Canterbury, where I majored in Finance. Outside of work, I’m a real country girl at heart. The outdoors is one of my greatest passions and you’ll often find me tramping, skiing or even paragliding.
If you’d like to know more about how I can help, just ask.
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 | Michelle Guy Mobile: (027) 203 6413 Email: michelle.guy@asb.co.nz |
I’ve worked in the financial services industry for 19 years. After being a loyal and satisfied ASB customer for seven years, I was delighted to be able to join the team here a little over two years ago. As an Authorised Financial Adviser (AFA) I now get to work with ASB customers every day and I love helping people create the future they want. I believe my main skill is identifying what people actually want to achieve in the future. I also love helping them map out a plan to make it happen.
Being born and raised in Central Otago I’m a passionate Southerner. I’m committed to helping Canterbury out in whatever way I can in honour of our forbears and those to come in the future.
Outside of work, my three teenagers occupy most of my time. Music and sport both play a big part of their lives, so I’m often travelling around supporting them in their dreams too. This is something I’m lucky enough to do both in and out of work. For myself, I just love getting outdoors and enjoying the beautiful New Zealand scenery when I get the chance.
If you’d like to know more about how I can help, just ask.
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 | Tanya McMurtrie Mobile: (021) 808 419 Email: tanya.mcmurtrie@asb.co.nz |
My name’s Tanya and I have over 22 years of banking experience including six as a Wealth Manager. I’m an Authorised Financial Adviser and I love helping clients achieve their financial goals and aspirations.
When it comes to financial advice, I like to focus on building strong relationships with clients and joining them on their wealth management journey. It’s all about the very best customer service for me.
I’m from Nelson and I love the lifestyle that this beautiful part of the country can offer. Outside of work I’m a keen runner and I recently completed the Rotorua marathon. Now I’m training for my next big goal – the New York marathon in 2012.
I also really enjoy the opportunity to give back to the Nelson community, which is why I belong to Big Brother Big Sisters of Nelson. It’s an amazingly rewarding experience and I wish I’d joined them sooner.
If you’d like to know more about how I can help, just ask.
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 | Adrienne Zwarts Mobile: (021) 910 882 Email: adrienne.zwarts@asb.co.nz |
My name is Adrienne and I’ve worked in the banking industry for 30 years. Before joining the team here, I spent ten years working as a Wealth Manager. I’m also a Certified Financial Planner, an Authorised Financial Adviser and I have a Graduate Diploma in Business Studies endorsed in Personal Financial Planning from Massey University.
I really enjoy the variety of my role, listening to clients and helping them achieve their various financial goals. It’s also really important to me that my clients understand exactly how their investments work, and that they feel comfortable coming to me at any time when things change in their lives.
When I’m not helping clients grow their investments, I love spending time in the garden, chasing away the weeds. I also enjoy watching tennis and rugby and heading off with the family on camping holidays.
If you’d like to know more about how I can help, just ask.
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 | Richard Ridout Mobile: (021) 247 2459 Email: richard.ridout@asb.co.nz |
My name’s Richard and I’m a Private Manager and Authorised Financial Adviser (AFA) for the Canterbury Region. I have worked with several of New Zealand’s largest financial services companies and have experience in commercial banking and wealth management.
My clients are faced with important choices about building their wealth and protecting their assets. So my job is all about helping them make these choices with confidence. I’m also proud to represent ASB in the community where we are working to increase financial literacy and give more people access to financial advice.
I’m married with three school age children. So I don’t get a great deal of spare time. But when I get the chance I enjoy running and cycling.
If you’d like to know more about how I can help, just ask.
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