Director, Wealth Management Adviser
Brian Moss leads a small, specialist advisory team primarily focused on discretionary investment management services (DIMS), based in the Union Street, Auckland, office.
He has over 30 years’ experience in financial services, with particular expertise in the equity, debt and foreign exchange markets. His experience includes sharebroking, floor trading, leading a marginal lending facility, institutional dealing and wealth management.
Brian managed Jarden’s Auckland wealth management team for seven years, before helping to implement the management buyout from Credit Suisse in 2002. He also sat on the firm’s governing board for five years.
Brian is the proud Chairman of the Queen Street Cricket Club charity, ‘a gathering of cricketing eccentrics, ladies, gentlemen and players... who do good works in the esteemed name of cricket’, by providing cricket grants and scholarships to low-decile youth. He is an Authorised Financial Adviser with a BA/LLB from Canterbury University, and a Diploma from the NZ Society of Investment Analysts.
Phone: +64 9 307 5712