Director, Wealth Management Adviser
Tobias Taylor works with partners Sam Howard and Andrew Atkinson providing wealth management advice and portfolio management to individuals, family groups and community organisations.
Tobias has worked in banking and financial services for over 20 years in directorship, executive, and leadership roles, most often concurrently with client management roles.
Before working in financial services, Tobias was a serving officer in the New Zealand Army. Tobias has also served on not for profit and school boards in Hawkes Bay.
He is married to Jane and has three school-aged children. In his spare time, Tobias enjoys surfing and closely following his children’s sport. Soon, Tobias also intends also to dust off the golf clubs after a lengthy hiatus
Tobias is an Authorised Financial Adviser (AFA), Certified Financial Planner (CFP) and holds a BBS from Massey University and a PGDipFinPlan from Waikato University. He is also a member of Financial Advice New Zealand (FANZ) and the New Zealand Institute of Directors (IoD).