Meet the NZBritannia financial planning team

Our team are New Zealand qualified Financial Advisers, and are experienced in everything you may need to consider, from insurance to KiwiSaver, investing and estate planning. For more information on the services we provide click here.

Wayne Becker - Registered Financial Adviser

Financial Planning

Focus on the things that matter and the things that you can control. The rest is simply noise.

Wayne Becker

FINANCIAL ADVISER
DIRECTOR - BRITANNIA FINANCIAL PLANNING LTD

After an early start in the financial markets trading shares at age 12, Wayne moved on to join one of New Zealand's largest share broking companies. He then completed a first class honours Business degree at Massey University as well as a Diploma in Personal Financial Planning. He has built a reputation as a strategic financial consultant and values the strong relationships he builds with his clients. Wayne is the Managing Director of 'Britannia Financial Planning Ltd' and one of the best people to talk to around sound financial planning for the future.

In between balancing work and family, Wayne leads a very active lifestyle; he has completed two marathons (New York & Auckland) and various multisport events such as the Coast to Coast. Wayne’s passions are CrossFit, the guitar, fishing, wake boarding and playing the occasional game of golf when time permits.

E: wayne@nzbritannia.co.nz   
M: 021 633 216   
P: 0800 29 39 39

Wayne is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted Financial Advisers

Alun Rees-Williams - Registered Financial Adviser

Financial Planning

You only get one shot at retirement, so you have to get it right. NZBritannia has hundreds, and can ensure your one shot is bang on the mark.

Alun Rees-Williams

FINANCIAL ADVISER
DIRECTOR - BRITANNIA FINANCIAL PLANNING LTD

Alun has been with NZBritannia since the very beginning, in fact, he has been with related companies for the past 27 years, and those years add up to some serious expertise. When it comes to UK pension transfers Alun is one of New Zealand’s most experienced advisers, having assisted clients since 1996. With some of our clients having worked with him now for over 20 years, he continues to offer advice regarding investment and retirement planning - he firmly believes client relationships are for life.

E: alun@nzbritannia.co.nz   
M: 021 489 681   
P: 0800 29 39 39

Alun is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted Financial Advisers

Gareth Grey - Registered Financial Adviser

Financial Planning

It’s important to get the job done right, first time, every time. To achieve that I give my clients unparalleled dedication, whilst upholding the longstanding values of NZBritannia.

Gareth Grey

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

Gareth has been with NZBritannia since 2013, but has experience that spans over 20 years, both here in New Zealand and the UK. He has expertise across a wide spectrum of financial services, advising clients in areas such as, insurance, mortgages, KiwiSaver, investments, estate planning, retirement planning and UK pensions. Gareth’s continued commitment to his clients has helped him build one of the most trusted reputations in the industry.

Gareth, with his wife Karen, moved to New Zealand in 2005 to bring up their two daughters, Abbie and Aimee, settling on the Hibiscus Coast. In his leisure time Gareth enjoys watching rugby, cycling, sailing and tramping in the great Kiwi outdoors. He has completed 9 of the Great Walks.

E: gareth@nzbritannia.co.nz   
M: 021 937 935   
P: 0800 29 39 39

Gareth is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted Financial Advisers

Lee-Anne Scarth - Registered Financial Adviser

Financial Planning

Small changes today make for big changes to your tomorrow.

Lee-Anne Scarth

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

Lee-Anne joined the NZBritannia team at the beginning of October 2020. Originally from South Africa, Lee-Anne went on to spend 13 years in Israel before joining extended family in New Zealand in 2001. Since arriving in New Zealand, she has worked in a number of roles including branch manager at a major New Zealand Bank for 9 years as well as a travel agent for 3 years. Following her passion, Lee-Anne returned to the financial services industry as a senior financial adviser for a well-known KiwiSaver provider. Lee-Anne works with NZBritannia clients to ensure they are best placed to meet their financial goals and objectives regardless of what life stage they are in. 

Lee-Anne is an active member of her local theatre group and you will often find her either on stage or directing the next production. She also enjoys gardening, yoga and spending time with the family and their dog.

E: lee-anne@nzbritannia.co.nz   
M: 021 2216 818    
P: 0800 29 39 39

Lee-Anne is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted Financial Advisers

Dean MacLeod - Registered Financial Adviser

Financial Planning

Make financial decisions based on what we know rather than how we feel.

Dean MacLeod

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

Dean has been in the banking and financial services industry since 1981, including 11 years in London. During this time, he has held positions with retail and investment banks, fund managers and a finance company specialising in investment, insurance and funds management. Dean’s wealth of experience and passion for putting his clients first makes him an excellent fit with our Financial Planning team. Dean works with clients to provide financial advice on retirement planning, KiwiSaver, risk management and estate planning.

Dean enjoys all things outdoors and has completed 7 of the Great Walks. He loves spending time with family and friends, particularly his two adult children. He also likes the odd round of golf when time permits.

E: dean@nzbritannia.co.nz   
M: 021 221 7012    
P: 0800 29 39 39

Dean is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted Financial Advisers

Jade Schutte

Financial Planning

Most people don’t plan to fail; they fail to plan - John L. Beckley

Jade Schutte 

PARAPLANNER
BRITANNIA FINANCIAL PLANNING LTD

Jade joined the NZBritannia team as a Paraplanner in March 2022 and brings with her plenty of experience in finance. This includes various finance and administration roles in multiple industries such as consumer finance, broadcasting, and animal welfare.

Passionate about helping people achieve financial security Jade is a keen learner who is currently undertaking study to obtain The New Zealand Certificate in Financial Services (Level 5). Jade is particularly interested in how she can apply her learnings to the fast-changing world that we live in.

After moving from South Africa to New Zealand in 2006 she now resides on the Hibiscus Coast with her partner. She is an avid animal lover and owns 2 dogs as well as fostering animals whenever she can. Jade’s other passions include group fitness and travel.

E: jade@nzbritannia.co.nz   
P: 0800 29 39 39

Jacques Van Heerden

Financial Planning

Most people insure their physical assets but forget to insure their most important asset – themselves.

Jacques Van Heerden 

FINANCIAL ADVISER - INSURANCE SPECIALIST
BRITANNIA FINANCIAL PLANNING LTD

Jacques is a qualified financial adviser and a chartered accountant and joined the NZBritannia team in March 2022 as an insurance specialist. Jacques began his career in accounting before switching to life insurance where he was most recently a Business Development Manager for a large life insurer.

Jacques loves meeting and helping people and this was the major driver in his decision to become a financial adviser. Having been in the life insurance industry for many years he is an expert when it comes to helping NZBritannia’s clients find the right cover for their unique circumstances as well as showing them the value of being insured.

When he’s not at work Jacques enjoys spending time with his wife and daughter. He can also be found riding his motorbike, sweating it out at a CrossFit class, on the golf course, and enjoying the odd dram of whiskey.

E: jacques@nzbritannia.co.nz    M: 021 293 7758     
P: 0800 29 39 39

Mark Hattersley

Financial Planning

It ain’t what you don’t know that gets you into trouble, it’s what you know for sure that just ain’t so - Mark Twain.

Mark Hattersley 

ADVISER ASSISTANT
BRITANNIA FINANCIAL PLANNING LTD

Mark returned to New Zealand from the UK in early 2022 and joined the team as an adviser assistant. Mark is excited to be working alongside a professional team of advisers and support staff who are all focused on helping NZBritannia clients make realistic goals and have their financial ambitions realised.

Having spent his entire career in the financial services profession including running his own business as a financial planner he is well qualified for the job. Mark has a number of UK qualifications including the Chartered and Certified Financial Planner designations as well as being a Chartered Wealth Manager. He is currently organising his Level 5 qualification whereupon he will officially become a financial adviser in New Zealand.

Mark enjoys spending time with his family and has turned his hand to gardening since arriving in New Zealand. A future goal is to explore the country on his electric bike.

E: mark@nzbritannia.co.nz    M: 021 221 8869     
P: 0800 29 39 39

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Senior team

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Financial Advisers

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Adviser representatives

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Specialist partners

Product Disclosure Statements for the Britannia Retirement Scheme and the Integral Master Trust are available from the Schemes' issuer, Britannia Financial Services Limited, phone 0800 500 811. Financial Advice Disclosure Statements are available for Britannia Financial Planning Limited here and for Britannia Financial Services Limited and Britannia Nominees Limited here.

Need help in securing your financial future?
Call us 0800 28 28 33