Doing business with people you can trust
We are primarily in the business of trust and we understand this. It is the backbone of our culture. Assisting clients to preserve and grow their wealth is a responsibility we take very seriously. We also understand the importance of privacy and confidentiality. You can be assured that when you work with us you will find we are respectful and courteous but also 'down to earth' and honest with our advice.
Financial Adviser FSP Registration 8121
Mike has 35 years' experience in financial advice, investment management and banking industries. Prior to NEWTON ROSS, he was the Chief Operating Officer for BT Funds Management Limited (NZ) and Director of Investments for the Sovereign Group. He has also held senior investment management positions in Australia.
Mike holds a Bachelor of Business, a Diploma in Financial Planning and is a Certified Financial Planner (CFPCM). He is a Practitioner Member of Financial Advice New Zealand and the Society of Independent Financial Advisers..
Mike is married with three children and lives in Devonport, Auckland. He enjoys the outdoors being a keen fisherman, hunter and tramper.
M: 021 461 236
Financial Adviser FSP Registration 8201
Wayne has 30 years' experience in financial advice, investment management and finance industries. Prior to NEWTON ROSS, he was General Manager Investments for the Sovereign Group where he was responsible for the investment of NZ$3.5bn on behalf of 600,000 investors. Wayne has extensive direct portfolio management skills as well as fund manager selection, portfolio construction and asset allocation experience.
Wayne holds a Bachelor of Management (Fin.Econ) and is a Practitioner Member of the Society of Independent Financial Advisers (SIFA).
Wayne is married and lives in Tindalls Bay, Whangaparaoa. He has successfully completed several Ironman triathlons, is actively involved in the Hibiscus Coast triathlon club and enjoys multisports, golf, fishing and travel.
M: 021 283 0406
Financial Adviser FSP Registration 10622
Drew has been engaged in the financial service industry for the last 20 years, primarily in wealth management and retirement planning. Prior to NEWTON ROSS, he worked at New Zealand's financial services regulator where he monitored financial advsers. Before then Drew worked for USB and Merrill Lynch for 10 years in the US specialising in retirement planning. In his first career he was a practicing lawyer for over 18 years. He has extensive experience with US clients living in New Zealand assisting them with the complexities of their US retirement plans and other assets.
Drew has a Bachelor of Science in Mathematics (summa cum laude) and a US Law degree (JD with distinction). He is a Practitioner Member of the Society of Independent Financial Advisers.
Drew lives in Rothesay Bay with his wife and three sons. He is a very keen tennis player participating in club competition.
M: 021 655 754
Financial Adviser FSP Registration 503626
Mark has more than 30 years’ experience working within financial services. Prior to NEWTON ROSS, Mark worked in Private Banking and Wealth Management for HSBC for 19 years where he held the position of Senior Relationship Manager. Before then, Mark worked for Old Mutual Plc in the United Kingdom and ANZ Bank New Zealand. Mark has substantial experience working with higher net worth clients, and is well positioned to understand the requirements of financially successful individuals and families.
Mark holds a Graduate Diploma in Business Studies endorsed in personal financial planning, is a Certified Financial Planner (CFPCM), and a Practitioner Member of both Financial Advice New Zealand (since 2011) and SIFA.
Mark is married with three children and lives in West Harbour, Auckland. Mark enjoys golf, music and theatre.
M: 027 200 1487
Financial Adviser FSP Registration 1002999
Will is a highly experienced adviser with an excess of 25 years’ experience within the financial sector including Private Banks, Investment Banks and stock broking firms both here and abroad.
Will is a registered Financial Adviser, hold a Bachelor of Commerce degree from Auckland University (accounting) and a Massey University graduate diploma of business studies (Personal Financial Planning) qualification. Will is also a Practitioner Member of the Society of Independent Financial Advisers (SIFA).
In his spare time, you may find Will seeking out a Pub Quiz or spending time near his home town of Mangawhai Heads on or near the water.
M: 027 676 9455
Penny Pryde - Office Manager
Penny has over 20 years' experience in the finance industry, performing a wide range of administrative roles. Prior to working for NEWTON ROSS, she worked for Aegis Limited, JB Were and other leading financial institutions.
Penny is married with two sons and lives in Wade Heads, Whangaparaoa. Penny enjoys exploring the great outdoors and entertaining friends and family.
T: 09 377 5777