Your
Private WEALTH
Team
always here
Private Wealth Leadership Team
Justin Fox
General Manager Private Wealth
Justin is responsible for leading the Private Wealth team, which includes Investments, Family Office, Trust and Estate planning services…
Justine Wealleans
Head of Investment Operations
Justine has over 20 years’ experience in financial services, including banking, treasury, trading and clearing (equities and derivatives)…
Investments Advisors
David Rendell
Private Wealth Advisor
David is a Financial Adviser and has over 20 years of international work experience in the Financial Services industry. He has been providing consultative advice to…
Chris Dilks
Private Wealth Advisor
Over the years, Chris developed a keen interest in property, KiwiSaver, and stocks, which led him to become a certified financial adviser. With a specialisation…
Ann Morrell
Private Wealth Advisor
Ann has over 35 years’ experience in the financial services sector across a variety of roles for a major bank, most recently as a Private Banker. Ann has developed…
For Trustees Executors’ Disclosure Statement for Financial Advice Services please click here
Estate Planning Team
Sharleen Te Runa
Trust Manager
Sharleen comes from a background with a large trustee company, where she was predominantly focused on managing estates and trusts and assisting…
Sera Vercoe
Trust Manager
Sera comes from a role as a Solicitor for an international wealth management law firm. Her primary focus was assisting clients and intermediaries…
Kellie McKinstry
Trust Manager
Kellie has over 20 years’ experience in the Legal and Trustee industries. She is an experienced Legal Executive, and has also worked in senior…
Douglas Makinson
Trust Manager
Douglas has extensive experience in the Trust and financial services industry. He most recently spent a number of years providing Wealth …
Richard Bramley
Trust Manager
Richard has 30 years’ experience in the trustee industry specialising in trust and estate management and high level estate planning. Richard has…
Sue Addison
Trust Manager
Sue has 18 years’ experience in the trustee sector working in Canterbury, Wellington and Otago. She has completed papers via the University…
Craig McAuliffe
Trust Manager
Craig’s experience in financial services ranges over 40 years working for trustee companies. Craig has considerable knowledge of the trustee…
Mark Hendry
Trust Manager
Mark has over 30 years of experience in the financial services sector, practicing in investments, asset protection, and estate planning. He is also a Financial Adviser…
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About Us
Contact Perpetual Guardian
Auckland CBD
Level 23, 191 Queen Street,
Auckland, New Zealand
© Perpetual Guardian 2024
Perpetual Guardian is a trading name of The New Zealand Guardian Trust Company Limited and Perpetual Trust Limited. For Authorised Financial Advisers, a disclosure statement is available upon request and free of charge.