Our Advisers
The Macquarie Private Wealth team is a talented group of people with a broad range of experience and expertise.
Our advisers aim to optimise your wealth by developing informed and timely investment strategies that reflect your needs and goals.
David Cleal, Senior Investment Adviser
David is a foundation member of the NZX and has 20 years experience dealing with the management of charitable trusts and high net worth portfolios.
Brad Gordon, Investment Adviser
"The investment world is awash with products and news. At Macquarie we aim to filter information and investment opportunities into a personalised long term investment strategy, which matches client's objectives with their risk profile. With our research capability and global reach we can access a range of opportunities and aim to enhance client's risk adjusted returns over the long term."
Rob Gwyther, Senior Investment Adviser
"After almost 30 years of experience in financial markets, I believe the essence of investing is a partnership that begins with attention to detail and a clear understanding of the path to creating or preserving wealth which continues by marrying the expectations for performance with the risks that this entails."
Rob Hawkins, Associate Adviser
Rob joined Macquarie after emigrating with his young family from the UK. Rob has spent the last 9 years as a private client adviser in London. During this time Rob specialised in advising high net worth clients on issues relating to portfolio construction and brings with him an in-depth knowledge of global markets.
Erin Hutchings, Investment Adviser
With Macquarie for five years, Erin helps her Macquarie Private Wealth clients access knowledge and investment ideas from a range of experts and analysts across the globe. As investment decisions and tax reporting become even more complicated, Erin and Macquarie Private Wealth can provide solutions to simplify this for you.
Richard Inder, Associate Adviser
"What constitutes good value? It is a question that occupies my mind every day. In the final analysis it comes down to finding companies with strong market positions, great management and potential to create wealth over the long term."
Michael Li, Investment Adviser
Macquarie Private Wealth offers investors a range of investment opportunities and provides market insight and research to boost your investment and wealth.
Vivian Leung, Investment Adviser
"Whether you are accumulating wealth or already retired, Macquarie Private Wealth can help you decide the investment strategy that best suits your needs. I can provide a service that is supported by valuable in-house research and innovative investment opportunities."
Steve Mudgway, Investment Adviser
"Client's requirements can range from regular income to growing their investments for their future. Working with Macquarie I have found the universe of investment opportunities is enormous and the flexibility of alternatives can truly accommodate my client's needs."
So-young Park, Investment Adviser
"Building and protecting wealth requires a specific set of tailored strategies that optimise wealth creation whilst meeting the individual and dynamic investment needs of each client. Macquarie Private Wealth has the experience, expertise and technical resources to help you achieve these outcomes."
Brent Procter, Head of Wealth Management
"My focus with Macquarie Private Wealth is managing money for wealthy people - making this process simple and easy, yet with rewarding financial benefits."
Kirsty Shiach, Senior Investment Adviser
Kirsty has been in the broking industry for 26 years. She joined Macquarie in 2004 as an investment adviser and since then has established a loyal following of clients. Kirsty's particular expertise is retirement portfolios, which are administered within the Macquarie Premium Portfolio Service.
Tony Sutherland, Investment Adviser
"Macquarie Private Wealth offers investors the chance to access investment opportunities, that in many cases are not possible elsewhere. Our expertise in the Australian market offers clients access to market leading research and analysis."
Wayne Blomfield, Investment Adviser
"Prior to commencing his career as an investment adviser in 2000, Wayne practiced accounting for 12 years. Wayne's accounting background allows him to fully understand the 'numbers' behind the investments. Wayne has particular experience in managing diversified investment portfolios to meet the income and growth objectives for retirees, trustees and other high net worth individuals."
Ted Szczepanski, Senior Investment Adviser
Ted specialises in actively managing client's investments with a view to obtaining the best possible short term return. He also has extensive experience in portfolio construction for clients who are looking at medium to long term growth for their investments.
Ian Witters, Senior Investment Adviser
Ian has been an investment adviser in New Zealand since 1995, after selling a manufacturing business. Ian joined Macquarie in January 2004 as an investment adviser, attracted by Macquarie's Australasian presence, global reach and strong research capability.
Scott Aucutt, Fixed Interest Manager
"It's no secret that knowledge is wealth. We certainly believe and foster this advice, seeking and accumulating as much of one in order to achieve the other for our clients."
Michael Bullen, Investment Adviser
"I take a conservative, holistic approach to investment advice. For most of my clients I am looking after their life savings; I take this responsibility very seriously."
David France, Investment Adviser
"My considered and proactive approach to client advice has made me aware of the breadth of opportunities in the pulsing Australian equity market. Aided by Macquarie research I increasingly emphasise these opportunities where appropriate in client portfolios. This is a strong point of difference in the Macquarie offering."
Barry Johnston, Senior Investment Adviser
"After 21 years experience in financial markets, including 7 as an Investment Manager, I have experienced several investment cycles. This understanding greatly assists in providing sound advice to grow your investment portfolio."
Kerry Porter, Senior Investment Adviser
"As a member of the Macquarie Private Wealth team and having access to the global resources of the Macquarie Group, I provide clients with specialist advice on their investments with a particular emphasis on Australia and New Zealand."
Ian Watson, Investment Adviser
"At Macquarie Private Wealth our experience and expertise ensure your investments are in good hands. I can provide you with the opportunities to enhance your portfolio and the information you need to make the right decisions about what is appropriate for you."
Michael Youngman, Investment Adviser
"At Macquarie Private Wealth our experience and expertise ensure your investments are in good hands. I can provide you with the opportunities to enhance your portfolio and the information you need to make the right decisions."
Simon Gilroy, Senior Investment Adviser
"I primarily advise and manage Individuals and Family Trusts on investments and overall portfolios. Twenty years plus in the investment markets reinforces my reasoned, secure and long term approach to investing. In my business I am ably supported by a capable team."
Euan Macpherson, Investment Adviser
"I can offer you over 30 years investment advisory experience helping individuals, families and trusts create wealth, specialising in Macquarie researched direct investments into Australian and New Zealand listed equities."
Tony Vincent, Investment Adviser
"I specialise in private client wealth accumulation and retirement planning because it enables me to find solutions for the unique financial challenges these clients face. I like helping people with their money and being able to develop and maintain long term relationships with my clients."
