The SBS Wealth team
Sit down with a Financial Adviser from SBS Wealth to prepare a tailored investment plan to meet your long-term financial goals. A copy of our Financial Advice Provider Disclosure Statement is available here.
Ricky Harper
Auckland
Ricky has over 15 years’ experience in the finance sector specialising in portfolio and wealth management.
Del Smith
Bay of Plenty
With over 25 years’ experience in the banking and financial services industry including providing financial advice for investment and retirement planning.
Christine Hughes
Tasman
Christine has over 18 years experience in the banking and financial services industry, and has been a financial adviser since 2011.
Sean Lewington
Hawke's Bay
Sean is an experienced wealth adviser who has successfully advised individuals, Trusts, Iwi, and rural clients throughout New Zealand for the past 16 years.
Matt Warne
Dunedin, Queenstown and Cromwell
Matt has over 11 years' experience in the financial services industry. His diverse skillset has been developed within private and retail banking.
David McBrearty
Christchurch
David has over 30 years’ experience in the finance sector and believes passionately in the value of good financial advice.
Annabel Riley
Southland
Annabel has over 30 years’ experience in the wider financial services industry, specialising in investment advice.
Jenna Haldane
Southland
Jenna has been in the financial services industry for 5 years, with the primary goal of creating meaningful outcomes for clients.
Digital Financial Advisers
Llivia Puig
Digital Adviser
After 7 years of retail banking and Leadership roles in Spain Llivia decided to relocate to New Zealand in 2014.
Del Smith
Digital Adviser
With over 25 years’ experience in the banking and financial services industry including providing financial advice for investment and retirement planning.
Fiona McClelland
Digital Adviser
Fiona is a born and bred Southlander with over 25 years experience in the financial services industry. She has been part of the SBS Bank team for the last 7 years.
Digital Adviser
Alana Gardiner
Leadership Team
Grant Watson
Digital Adviser
Grant has over 20 years' experience in the financial services, funds management and investment advice industries.
Monique Morton
Southland
Monique has over 25 years’ experience in the financial services industry; including management positions within the banking sector.
Kelly McNamara
Canterbury
Kelly has over 15 years’ experience in the financial services industry, primarily in Retail Banking and Portfolio Management.
Hayden Mulholland
Auckland, Waikato, Taranaki
Hayden is a Wealth Management specialist with a history of helping clients articulate and achieve their goals.