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Aaron leads the client experience team for Direct and believes online investing should be easy, intuitive and accessible to everyone. Aaron and his team are committed to taking action on client feedback and working closely with Jarden’s digital team to develop innovative digital solutions for an outstanding online investing experience.
Andrew Horton specialises in managing clients’ capital on a discretionary basis. He enjoys the diversity of his clients and their stories, and the constant challenge of endeavouring to align investment strategies with their needs.
Angus Marks says the most enjoyable part of his role is helping his clients achieve their investment goals, whether that’s enabling individuals to have a comfortable retirement income or helping charities grow their reserves so they can make a greater difference through their work.
Annika takes care of Direct’s client solutions, including external communications, operational support and long-term strategy. She’s excited about creating digital solutions that will make investment more accessible to a range of new Kiwi investors.
Ben Petro provides specialist fixed income advice to teams across Jarden, including supporting the internal adviser network, assisting the debt capital markets team with the new issuance process, sitting on investment committees, assisting with product development and managing key client relationships.
Bevan O’Sullivan provides strategic investment advice and portfolio management to individuals, family trusts and charitable trusts, helping clients manage their money and grow their wealth for the future.
Chris West oversees Jarden’s discretionary investments management (DIMS) business. He derives great satisfaction in helping clients achieve their investment goals and is driven to ensure Jarden’s DIMS offering is the best in the market.
With extensive experience in investment management and advice across all asset classes, David Pretorius works with business partner Rob Hawkins to provide discretionary and investment advisory services to a full range of broking and portfolio management clients.
David Watt advises a broad range of New Zealand and international clients on mergers, acquisitions, divestments, equity offerings and debt issues and capital raisings, with a focus on financial Institutions and the industrials sectors.
Deborah joined Jarden’s investment banking team in 2017 and has assisted on several high profile merger and acquisition transactions, including the successful takeover of NZ Oil & Gas by OG Oil and Gas, the purchase of Hellers and the sale of TRG Imaging to Waterman Capital.
Graham Nelson and his team provide investment advice and portfolio management services to a range of clients including individuals, trusts, charities, foundations and family offices, investing funds in line with clients’ objectives and risk tolerance.
Greg Lillico provides discretionary and personalised investment advice and portfolio management services to a diverse range of clients. He also offers transaction services across a range of assets including fixed income, equities, and foreign exchange.
Indy Silva is responsible for the running and maintenance of Jarden’s IT Infrastructure. This includes hardware procurement, managing user devices and environments, managing IT projects, third party vendor relationships and the IT Service Desk.
Since joining Jarden in 2017, Jack Driscoll has worked as an analyst in the investment banking team with a primary focus on merger and acquisitions roles for a range of New Zealand and international companies.
Jack Manning joined Jarden in 2017. He works with corporate clients in an analytical valuation and advisory role, assisting with mergers and acquisitions, equity capital market transactions and other general advisory work.
In his sales trading and facilitation role at Jarden, Jeremy Coe provides sharebroking services to both local and international institutional clients. His areas of expertise include small/mid-cap companies and hedge fund trading.
John Norling and his team help Jarden’s wealth management advisers and clients in achieving their investment goals, by providing a broad range of research into Australasian and global equities, debt securities and alternative assets. He is also the principal author of Jarden’s quarterly Investment Outlook.
Jonathan Glass works in partnership with colleague Graham Parlane, to provide sharebroking, advisory and discretionary investment management services to individuals, trusts, estates, charities and non-profit organisations.
Justin joined Jarden in 2015 and has since worked on a variety of transactions, including the sales of Simcro; Air New Zealand’s stake in Virgin Australia; Auckland International Airport’s stake in North Queensland Airports; PGW’s Seed & Grain division; and Tip Top, on behalf of Fonterra.
Leigh Francis leads a team of receptionists across the Auckland and Wellington offices, who work together to ensure all clients receive an exceptional experience that aligns with Jarden’s values and mission.
Leslie Cooper supports a team of wealth management advisers, responding to client queries, ensuring orders are placed correctly and maintaining AFA compliance records. She loves the variety of her work and says there is never a dull moment.
Lisa’s primary responsibility is to assist her team of wealth management advisers in providing a Discretionary Investment Management Service (DIMS) to the team’s clients. Lisa’s ability to quickly build trust and rapport with the team’s clients ensures communication is clear, concise, timely and professional at all times.
Lory has over a decade of experience working with private clients to provide tailored wealth management and financial planning advice, including retirement planning and immigration investment services.
Based in Jarden's Christchurch office, Matthew Rose partners with individuals, corporates, family trusts and community organisations to deliver strategic investment advice, portfolio management and sharebroking services.
Michael has worked for Jarden since 2012, holding a range of roles across operations. He has significant experience in the settlements space, including work on the integration of the ANZ Securities platform following its acquisition by Jarden in 2018, and the upgrade of the NZX clearing and settlement system.
As Director of Principal Investments, Michael Walmsley enables mid-to-large scale New Zealand businesses to take advantage of growth opportunities, by providing bespoke, flexible and creative funding solutions designed to meet the needs and goals of the client.
Nevill Gluyas specialises in analysing NZX-listed electricity and energy stocks, and providing research-based views on historical and potential performance as investment prospects for both institutional and retail investors.
Paul Unger manages all technological aspects of trading platforms which underpin the Jarden’s trading and execution business divisions. He specialises in trading technology, order routing and execution concepts.
Peter Irwin has over 25 years’ experience providing research and advice to private clients and other financial intermediaries, primarily regarding retail and institutional investments in UK-based investment trust companies.
With over 30 years’ experience and detailed knowledge of the administrative requirements of the finance industry, Ruth Dobbs is ideally equipped to support Jarden’s advisers in providing an outstanding investment advisory service.
Sam Stanley works closely with colleagues Chris West, Ralph Goodwin and their Business Associate, Lisa Chin, to provide discretionary investment management services (DIMS) to a range of clients including family offices, high net worth individuals, charities, individuals wishing to immigrate, iwi and sports people.
Alongside providing policy advice to central banks and regulatory authorities in the Asia-Pacific region, Triple T also provides market analysis and interpretation to a variety of hedge funds, asset managers and commercial banks around the world.
Todd works closely with Jarden’s institutional clients across Australasia, informing them of trends and opportunities in the New Zealand and offshore markets, and facilitating the sale and purchase process.