Meet Our Directors
Wealthpoint is governed by a board of directors comprised of member business owners. All Wealthpoint Directors are highly experienced in the industry and each bring governance experience gained from running their own successful financial services businesses.
David has been a financial adviser since 1991 and is a Director and Shareholder of Amicus Group Ltd, based in Christchurch. David is a…
Nigel has been an Adviser in Nelson for the last 16 years and prior to that, a Sales Manager with AMP for 18 years. He is passionate about how, as Advisers, we help clients make better decisions. As the Principal of Wealthpoint Nelson, Nigel ensures that strategic planning is always on the agenda and as a Director of Wealthpoint he looks to drive the right outcomes for all parties.
David has been a financial adviser since 1991 and is a Director and Shareholder of Amicus Group Ltd, based in Christchurch. David is a Financial Adviser and gives advice mainly on risk insurance, mortgages, health, and investments. He deals with a range of personal and business risk clients, also looking after a number of clients that have personal investments.
Craig is the Managing Director and Principal of Total Life.co, a five-person Adviser Business based in Invercargill and he has been a financial adviser for 13 years. Prior to that, Craig enjoyed a 22-year career in the motor industry including a five-year term as General Manager/Dealer Principal for the Southern Motor Group.
Craig is married with 3 kids which consume most of his spare time through kids sport and other activities. He also enjoys a game of golf when the weather is good, and time allows.
Scott is a third generation Adviser and has been around the industry his entire life. He graduated with Law and Commerce degrees from the University of Auckland and practised law for four years as an Associate at a leading New Zealand law firm.
Scott was eventually drawn back to the fantastic Bay of Plenty lifestyle and has now been practising as a financial adviser for more than 10 years. He runs the six-person adviser business Wealthpoint Team Russell.
Melissa has been the business principal at Mainland Insurance & Mortgages in Timaru since 2007 which was the commencement of her career in financial services. In 2020, she became a registered financial adviser after having completed the NZ Certificate in Financial Services level 5 with a focus on life and health insurance solutions. As a shareholder and Director of Mainland, she has helped shape the 10-person strong company into the highly regarded adviser business it is today.
Melissa has two adult sons, a grandson, a plethora of good friends and loves to keep learning, keep fit and celebrate life in general by raising a glass with her friends and colleagues alike.
Peter spent over 35 years practicing commercial law and was a partner with Simpson Grierson for more than 25 years until he retired from the firm in 2017. As a company director, Peter has over 20 years of governance experience at every level (board member, sub-committee member, Deputy Chairman and Chairman) including current roles as Chairman of Rotorua Airport and the Independent Chair of the Audit and Risk Committee of Waikato District Council.
Peter is married with two adult children and lives in Cambridge. In his spare time he enjoys music, fitness, gardening and learning more about investing.
Managing Director and CEO
Simon has been the CEO and a Director of Wealthpoint since the company formed in early 2019. Prior to that, Simon was the CEO of the adviser association that Wealthpoint was formed from.
Simon has worked in the financial services industry for nearly 35 years and is highly experienced across product, distribution, operations and strategy roles. His previous corporate roles include with AMP as General Manager Life Insurance and General Manager Distribution Operations.
Outside of work, Simon is an accomplished sailor who has competed in many national and international events in a range of classes. His lifelong interest in the marine industry has also led to him owning a boat painting and marine services business, Boatspray Ltd since 2008.