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 Manning
Simon Manning Chief Executive

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.

Jack Lynskey
Jack Lynskey Head of Legal, Compliance and 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).

Louise Jelly
Louise Jelly Head of People and Professional Development

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. She like to keep herself busy in the garden, loves a nice Waiheke wine and enjoying harbour views from her deck.

Mark Nalder
Mark NalderHead of Strategy and Growth

Mark is an independent consultant who has a long term engagement with Wealthpoint and was closely involved in the establishment of the business. Mark provides advice on strategy to the CEO and Board and is responsible for developing new member services and growing the network.

Mark has worked in the financial services industry for over 20 years and has held senior and executive roles in several insurance companies. He is a keen runner, skier and gets a lot of enjoyment from mucking around with his classic Land Rover.

Arna Harris
Arna Harris Head of Finance and Operations

Arna is responsible for overseeing Wealthpoint’s operational and financial infrastructure including 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.

Peter Mangin
Peter Mangin Head of Technology

Peter is an experienced technology leader, with a broad range of business skills.  He has worked across many industries, organisation sizes and technologies, developing strong analytical skills and a technology agnostic approach.  Previous senior roles include Chief Information Officer at some of New Zealand’s best known companies.

Peter is a voracious reader and avid movie watcher, with the Sci-fi genre featuring heavily in both mediums.  Based on a semi-rural lifestyle block on Waiheke Island, he also puts his hands-on technology skills to use on projects wherever automation or electrification is possible.

Kerry Steyn
Kerry SteynSenior 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.

Keri Jenkins
Keri JenkinsHead of Investments

Keri is responsible for the end-to-end investment process, including governance, model portfolios and managing external suppliers like 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 an investment manager at one of the top-rated fund managers in South Africa for several years before moving to New Zealand.

Outside of work Keri enjoys spending time with the family especially at their rural property up north enjoying a beach lifestyle and the outdoors – walking and kayaking.

Cathy Hanna
Cathy HannaCommunications Manager

Cathy’s role is to operationalise Wealthpoint’s marketing and advertising plans and communicate regularly to 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.

Gillian Hickley
Gillian Hickley Commissions Administrator

Gillian ensures all adviser businesses remuneration is processed seamlessly and works 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.

Jayne Redfern
Jayne Redfern People and Performance Development Consultant

Jayne is responsible for supporting the sourcing, onboarding and developing the Wealthpoint team, member businesses and advisers. She also manages the Wealthpoint Member group insurance schemes.

Jayne is a passionate surfer and also enjoys horse riding around the semi-rural area where she is based.

Pooja Sharma
Pooja Sharma 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.