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David (Dougie) Sommerville

Director, Wealth Management Adviser

David (Dougie) Sommerville joined the wealth management team in 2017, leveraging his 20 years’ experience in the financial markets to help clients achieve their long-term financial goals. He enjoys building strong and lasting relationships with clients, and developing flexible, bespoke investment solutions to suit their needs.

Dougie was previously an adviser in Jarden’s institutional equities team and has extensive experience in equity, interest rate and derivative markets. He worked for Citigroup Global Markets (NZ) for more than a decade, rising to Head of Sales Trading, and spent several years as a floor broker and floor trader on the Sydney Futures Exchange in the 1990s.

Dougie has a BMS from the University of Waikato and is a qualified Authorised Financial Adviser, NZX Adviser and NZX Derivatives Adviser. He’s a keen fisherman, skier and paddle boarder and is always looking for opportunities to give back to the community.

Phone: +64 302 5567

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