Boutique Advisers Alliance is built by independent advisers with a day to day understanding of the New Zealand Financial Advice industry in the new regulatory climate and its challenges.
The Boutique Platform provide access to a tailored investment platform powered by FNZ Technology coupled with top-notch client service.
The Boutique Core offers a range of model portfolios and a variety of services for advisers who have tailored requirements.
We’ll work with you to create a solution that meets your precise requirements with our customised technology, robust compliance, and adviser support services.
What does this mean for you? More time to spend seeing clients, growing your business and developing strategies, and less time on administration.
Lizzie is the Service Manager at Boutique Advisers Alliance. She works on supporting independent financial advisers on the Boutique platform and assist in growing the business. She is the Secretary of our Investment Committee.
Lizzie holds a Bachelor of Science (Economics) degree and has global financial experience across a wide spectrum of roles within financial services in the UK and has worked with large listed UK financial services companies.
Rory is the Head of Operations at Boutique Advisers Alliance. His role is to ensure all internal processes run smoothly so our clients are getting the best possible service always.
Rory is a Chartered Accountant and holds a Degree in Business Management and a Master's Degree in Strategic Management & Planning.
He has held Fund Accountant roles with various investment managers in Dublin and London.
BUSINESS DEVELOPMENT MANAGER
Originally from London, UK, Geoff emigrated to NZ in 1998, settling in Hawke’s Bay.
Geoff brings over 30 years business development experience across the insurance/risk management and wine industry sectors.
Contracted as Executive Officer to the Gimblett Gravels Winegrowers Association, Geoff played a key role in establishing global recognition of the Gimblett Gravels® wine brand.
Geoff is a Registered Financial Adviser and is currently studying to become an Authorised Financial Adviser.
Glen is the Investment Committee Member at Boutique Advisers Alliance. He is an Authorised Financial Adviser and an Accredited Investment Fiduciary.
He has extensive knowledge & experience in wealth management, investments and financial planning.
Kavya is the Marketing & Communications Coordinator at Boutique Advisers Alliance. She works alongside management and runs day-to-day marketing activities, further raising the profile of Boutique Advisers Alliance.
She formerly was a Communications specialist at a large listed FinTech company.
Kavya holds a Bachelors degree in Technology and recently completed her Graduate Diploma in Business.
Russ is the Xplan Specialist at Boutique Advisers Alliance. Xplan is the efficient integrated financial planning software for wealth management and financial planning professionals.
Russ pioneered the development and acquaintance of our Xplan CRM system, and assists our clients with analysis and reporting templates.
He understands the needs of investment advisers - he practiced as an Investment Adviser at one of the largest banks in NZ and holds a Graduate Diploma in Business endorsed Personal Financial Planning.
Hannah is the Business Support Administrator at Boutique Advisers Alliance. She assists our clients with administration support with our platform.
Hannah formerly worked as a Broker Support Administrator.
Francis emigrated to NZ 14 years ago with banking experience from London, UK.
He worked 5+ years at one of the NZ's largest national banks - starting in the back office finishing on the trading floor - covering Interest Rate and Foreign Exchange Dealing.
With a BBS degree (Finance major) and Graduate Diploma in Accountancy, Francis has 3+ year experience at a local CA firm in Dunedin.
DR. DON BRASH
Former Governor of the Reserve Bank of New Zealand for 14 years and former National Party leader Dr. Don Brash joined our advisory board in December 2017.
Don's career has spanned a wide range of organisations and roles. He chaired the Advisory Panel which designed New Zealand's GST.
Milton joined our Advisory Board in November 2016.
Milton brings a breadth of financial and industry knowledge having spent 29 years with Fidelity Life, NZ's largest locally owned insurer and he was the CEO of the company for 14 years. He is now running a consulting business called STM Advice helping insurance businesses.
Peter joined our Advisory Board in September 2015. Peter is the Managing Director of Mancell Financial Group based in Burnie, Tasmania.
He provides strategic planning advice to FYG Planners for Independent, fee-only advisers. Peter is also the current Chair of the Global Association of Independent Advisers.