Meet Our Team
Wealthpoint’s head office is located in Parnell, Auckland. The business has a highly experienced management team, most of whom have operated in the financial services industry for many years.
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.
Head of Investments
Keri is responsible for the end-to-end investment process, including governance, the Wealthpoint DIMS portfolios, adviser tools and managing external suppliers like asset consultants Makao Investments that provide core services. Keri has broad experience in capital markets, equity research and implementing strategic change. Prior to Wealthpoint, she held senior leadership roles at Fonterra for 8 years, including GM Capital Markets and Investor Relations and was on the investment team at Coronation Fund Managers, one of the top-rated fund managers in South Africa, for 9 years before moving to New Zealand.
Keri has a Bachelor of Commerce majoring in Economics and passed CFA level I and Level II
Outside of work Keri enjoys cooking, reading and spending time at their rural property up north enjoying a beach lifestyle and the outdoors – walking and kayaking.
Head of Strategy and Growth
Mark was heavily involved in the set up and establishment of Wealthpoint and provides ongoing advice on strategy to the CEO and Board. He has a broad set of responsibilities across the business including delivery of strategic projects, developing new member services, growing the network and brand and marketing.
Mark has worked in the financial services industry for over 20 years. He has held senior and executive roles in several large insurance companies and holds the New Zealand Certificate in Financial Services (Level 5) qualification in Life, Disability and Health Insurance.
He is a keen runner, skier and gets a lot of enjoyment from mucking around with his classic Land Rover.
Head of People & Professional
Louise is responsible for Wealthpoint’s adviser and staff Professional Development, including the provision of recruitment and adviser support to member businesses. Louise has held a number of senior Learning and Professional Development roles including with AMP and most recently where she was Head of Learning and Professional Development for KPMG.
Louise moved to New Zealand from Scotland in 2005 and is proud to be raising two kiwi kids, who are her main source of fun outside of work.
Head of Legal,
Compliance & Conduct
Jack is an experienced lawyer and compliance professional having worked in a wide range of senior legal roles, both in NZ, UK and the Middle East. Jack has worked across many industries, including telecommunications, healthcare and financial services. Prior to joining Wealthpoint, Jack’s most recent role was at a large NZ bank.
When not busy with his young family, Jack is a keen follower of cricket and football and heads to the mountains for some ski touring whenever he can (which, sadly, isn’t very often).
Head of Finance
Arna is responsible for overseeing Wealthpoint’s financial infrastructure including budgeting, forecasting, member remuneration processes and reporting.
Arna is a Chartered Accountant and experienced financial services professional who has previously spent time as an auditor and a Financial Controller. Arna has held senior financial management roles within the industry, including most recently with Fidelity Life.
Two active boys mean spare time is precious and often spent either reading or on arts and crafts, particularly designing greeting cards. Overseas travel is a favoured activity with Israel a past highlight and Italy planned for the future.
Investment Operations Manager
Stella Cheung joined Wealthpoint as the Investment Operations Manager in mid-December 2022. Stella has a Bachelor of Commerce degree and Bachelor of Property degree…
Investment Operations Support
Zakk’s role is to help set up and maintain client’s investments, rebalance portfolios, provide accurate investment data and information to the management team and…
Business Systems Specialist
Tracie’s role is to provide support to Wealthpoint members by implementing systems automations and improvements. Tracie’s Information Technology career spans 37 years and includes…
Adviser Operations Manager
Gillian's role ensures all adviser businesses remuneration is processed seamlessly, business and adviser movements are completed with ease, working closely with businesses to provide…
Nelia Van Niekerk
Nelia ensures all the finance processes are completed, including month and year end reporting, day to day processing and everything in between. Reporting to…
Adviser Operations Administrator
Shanthi ensures all adviser businesses remuneration is processed seamlessly and supports business and adviser movements, working closely with businesses to provide them the best…
Senior Compliance Adviser
Since moving to New Zealand in 2007 Kerry has worked in the financial services industry, having worked in compliance for over 10 years. Prior to joining Wealthpoint, Kerry was the Compliance Manager at JBWere.
Kerry enjoys spending time with her two teenage children and catching up with friends. She also has a love of animals, having owned a pet shop in South Africa before moving to New Zealand.
Robbie assists advisers to give suitable advice whilst meeting their relevant duties and obligations. Prior to joining Wealthpoint, Robbie was a personal risk insurance adviser and also previously ran a tourism company.
He has completed Financial Services Level 5 in Lending, General Insurance, and Health and Life and holds a bachelor’s degree in finance and has passed his CFA Level II exam.
Robbie loves football and has been participating in the local social league for many years in Auckland. In total, he has won three championships, and he says he will continue to train hard so he can fulfil his Premier League dreams.
Investment Operations Manager
Stella Cheung joined Wealthpoint as the Investment Operations Manager in mid-December 2022.
Stella has a Bachelor of Commerce degree and Bachelor of Property degree from the University of Auckland NZ, and a Bachelor of Laws degree (LLB) from the University of London UK.
After graduating from the University of Auckland, she worked in Hong Kong and Tokyo for HSBC and DBS (Development Bank of Singapore) for over 20 years, covering investment (securities and futures) broking and wealth management, primarily private banking and the high net worth client segment. She relocated back to Auckland in the second half of 2021.
Before joining Wealthpoint, Stella joined Tiger Brokers New Zealand (a NASDAQ-listed global online broker) in 4Q 2021 as their Market and Trade Surveillance Manager.
Investment Adviser Support
Sophia is responsible for supporting investment advisers by providing sound product knowledge of model portfolios, managed funds, and investment platforms. Additionally, Sophia is tasked with all investment research and reporting.
Sophia graduated from Santa Clara University (USA) with 4-year dual degrees: a Bachelor of Commerce in Finance and a Bachelor of Science in Political Science.
Beyond Wealthpoint, Sophia enjoys spending time at the beach, cooking, traveling, and reading history books.
Investment Operations Support
Zakk’s role is to help set up and maintain client’s investments, rebalance portfolios, provide accurate investment data and information to the management team and ensure compliance.
Zakk graduated from the Victoria University of Wellington with a bachelor’s degree in Commerce majoring in Marketing and International business.
When Zakk’s not in the office he enjoys playing golf, eating food, and walking his dogs.
Cathy’s role is to operationalise Wealthpoint’s marketing and advertising plans and communicate regularly with Wealthpoint members and suppliers.
She has worked across many industries including Telecommunications, Education, Real Estate, and Construction, and has developed a wide set of commercial skills gained through managing her husband’s residential construction business.
Cathy lives in Mangawhai with her husband and three children. They all enjoy a beach lifestyle with sun, surfing and all the healthy outdoor activities that come with it.
Head of Insurance and Lending
Evan is responsible for Life & Health Insurance and Lending at Wealthpoint. This includes management of the supplier relationships, Adviser support and advocacy, assistance with technical issues, and growing the Wealthpoint Life & Health Insurance and Lending propositions.
After initially working in the Health industry, Evan started working in the Insurance and Financial Services Industry 20 years ago. He has held various roles across the industry including Underwriting, Claims, Distribution, and Strategic Account management.
When Evan is not spending time with his wife and 2 daughters, he likes to play Touch Rugby, participate in Pub Quizzes and follow whatever sport is in season (in particular NFL, Rugby and League).
Commercial Services Manager
Brandon is a highly experienced Procurement Leader and Contractor covering all aspects of procurement and supply chain management. This includes strategic sourcing through to Category management and where he also has extensive knowledge in contract management, supplier relationship management and commercial models. Brandon was instrumental in initiating the Global Mining Giant Alcan’s “Maximising value through Supplier relationships” supplier recognition program. Brandon is very familiar with the Financial Services and Insurance industries having previously worked for some of the major Australian and NZ organisations.
In his spare time Brandon enjoys family life where as much time as possible is spent on Onetangi Beach Waiheke Island. This is heaven for all including the dog and allows indulgence in other activities like fishing, bbq’s with friends and the odd refreshing drink or two.
Business Systems Specialist
Tracie’s role is to provide support to Wealthpoint members by implementing systems automations and improvements.
Tracie’s Information Technology career spans 37 years and includes over 20 years in the financial sector. After 23 years as an independent IT contractor and software developer, Tracie has found a permanent home with the Wealthpoint team.
Raising four daughters has kept Tracie entertained over the years as they enjoy her passion for the arts and all things performance. She enjoys spending downtime with her family which also includes their three dogs and cat.
Project Manager – Business Systems
An Engineer at heart, Gavin has built a career applying new technology, knowledge, and practices to deliver solutions for the businesses he works with. He possesses a wide skillset acquired from delivering Cloud SaaS, Mobile, and eCommerce B2C solutions.
A particular highlight for Gavin has been his extensive experience working with NZ Financial Adviser businesses, where he delivered technology solutions to support their sales, compliance, and operational targets.
Outside of work, when he is not running after his two daughters, you'll find him enjoying the outdoors of West Auckland, usually training for a multi-sport event that he completes at a gentlemanly pace.
Helpdesk Support Analyst
Pooja provides technical support to our members and their support staff, primarily assisting with their CRM system. She holds a bachelor’s degree in information systems and has more than 12 years industry experience having worked in several large insurance companies in Adviser Technology Support roles.
Outside of work, Pooja also manages a busy family of three boys and has developed a new passion for organic vegetables, which she enjoys growing in her home garden.
Adviser Operations Manager
Gillian's role ensures all adviser businesses remuneration is processed seamlessly, business and adviser movements are completed with ease, working closely with businesses to provide them the best possible service. She has many years’ experience working in similar adviser support roles, including a long stint with a large life insurer.
Born in South Africa, Gillian and her family now call New Zealand home and enjoy the travelling and outdoor opportunities that exist here. Gillian also restores antique furniture in her spare time.
Nelia Van Niekerk
Nelia ensures all the finance processes are completed, including month and year end reporting, day to day processing and everything in between. Reporting to and working closely with the Head of Finance Nelia will be working on audits, reporting, budgeting, receipting or any other money related matter depending on what is happening at that point in time.
Adviser Operations Administrator
Shanthi ensures all adviser businesses remuneration is processed seamlessly and supports business and adviser movements, working closely with businesses to provide them the best possible service. Since coming to NZ she has many years’ experience working in accounts roles, and most recently as in a similar adviser support role with a large life insurer.
Born in India, Shanthi practiced law prior to moving to NZ. She enjoys singing and dancing and is a fabulous cook.
As Wealthpoint’s Events Manager, Tanya plans and manages all our major events. This includes negotiating contracts with event suppliers, assisting with event marketing, monitoring timeframes and budgets, networking and delivering on the event brief objectives.
Tanya has an extensive knowledge in event management with over 25 years of experience, having worked in the oil & gas, medical and financial service industries. Based in Wellington, Tanya enjoys walking the dog, going to the gym, swimming and catching up with friends.
People and Operations Manager
Michelle‘s role is to develop, implement and maintain people-focused and operational practices across multiple levels at Wealthpoint. Michelle has worked in a number of different roles within different industries allowing her to develop a range of skills in administration, operations, office management, financial support and more. Michelle will use these skills to support the Leadership Team, member network and central team where required.
Michelle moved here from South Africa in 2016 and is happy to call New Zealand home. She enjoys spending time with her daughter, family, and friends. Michelle enjoys the beach but also enjoys animals and nature. She feels comfortable pretty much anywhere and will try anything once.
Assistant Broking Manager
Shree is an experienced general insurance broker, familiar with sales and claims processes and has the training required to keep product knowledge up to date as well as to meet compliance requirements.
Shree brings to Wealthpoint General nearly 15 years of insurance experience in the New Zealand insurance market and holds a New Zealand Certificate in Financial Services (Level 5) qualification, specialising in General Insurance.
At Wealthpoint General Insurance, Shree played a key role in setting up the processes, documentation, and accreditation framework for the new business. She has also arranged product and portal training from various general insurers and assists with the processing of new business.
Originally from Mumbai, Shree has been a Kiwi for the last 17 years and has travelled most of the country, truly loves its natural beauty and friendly people. In her spare time, she enjoys organising charity and social events to give back to the community. She also enjoys spending time on the cricket fields watching her son play competitive cricket.
Broker Support / Claims
Lucy has worked in the General Insurance industry for more than 13 years in Australia and New Zealand. In that time, she has worked in insurance brokerages on affinity schemes and in general insurance. In addition to working at Wealthpoint, Lucy delivers classroom and online facilitated workshops to assist people to become financial advisers.
Lucy holds a business degree from Monash University and is currently working toward her adviser qualification.
Outside of work, Lucy loves to spend time with her family, go to the gym, and do as much overseas travel as possible!
Broker - General Insurance
With over a decade of experience in the dynamic New Zealand insurance market, Samantha brings a wealth of industry insights to her role. She holds a New Zealand Certificate in Financial Services (Level 5) qualification, specializing in General Insurance, which further enhances her expertise in the field.
Samantha assumes the responsibility of managing day-to-day operations and ensuring a seamless process for general insurance placement. Her role extends beyond the brokerage as she plays a crucial part in supporting the Wealthpoint network. By offering advice and delivering effective solutions, she manages client engagement on all aspects of their insurance arrangements. Additionally, Samantha organizes product and system training sessions for the purpose of equipping qualified advisers within the Wealthpoint network with the necessary knowledge and expertise to serve their clients.
In 2007, Samantha made the bold decision to relocate from Thailand to New Zealand. Since then, she has embraced her new home with utmost joy. Camping has become a cherished activity for Samantha and her family, one that they enjoy throughout the year. If you find yourself venturing along remote hiking trails towards majestic peaks or serene beaches, there's a good chance you might bump into her.