Meet our senior team
Each is a successful financial professional, dedicated to the goals of their clients.
Each is a successful financial professional, dedicated to the goals of their clients.
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.
DIRECTOR
BRITANNIA FINANCIAL SERVICES LIMITED
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 NZ’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.
You spend your life working hard for your money, when it comes to retirement we can help your money do the same for you.
CHIEF EXECUTIVE OFFICER
BRITANNIA FINANCIAL SERVICES LIMITED
Gavin has been with NZBritannia since 2016, but his industry experience spans all the way back to 1991. Having worked around the globe, in many different branches of insurance and investments, he has accumulated a wealth of knowledge that he enjoys imparting on both clients and other NZBritannia team members alike. One of Gavin’s core responsibilities is ensuring clients are put first and treated with the utmost respect.
Make sure you take the time to fully appreciate your appetite for financial market risk and likely retirement needs, then make long-term investments that work for you.
GENERAL MANAGER OF WEALTH PRODUCTS AND GENERAL COUNSEL
BRITANNIA FINANCIAL SERVICES LIMITED
Gregg takes care of NZBritannia’s investment products and provides legal counsel to the company. He’s been in the legal and financial services profession since the mid-90’s, working for leading law firms in NZ and overseas before taking on roles as the General Counsel and Head of Product and Performance - Funds for what is now ANZ Wealth. His experience in all aspects of funds management is invaluable.
Keep it simple – don’t overcomplicate.
CHIEF FINANCIAL OFFICER
BRITANNIA FINANCIAL SERVICES LIMITED
Elaine is a financial expert with over 20 years’ experience in the financial services industry including working for large investment and superannuation companies in NZ, Australia and the UK. She’s a Chartered Accountant and has a Bachelor of Management Studies from the University of Waikato. Elaine joined NZBritannia in 2017 and is responsible for all financial management and reporting for the company as well as monitoring superannuation scheme administration and investment.
The individual investor should act consistently as an investor and not as a speculator - Ben Graham
GENERAL MANAGER - OPERATIONS
BRITANNIA FINANCIAL SERVICES LIMITED
As NZBritannia’s General Manager of Operations Michael and his team make sure that business runs smoothly for investors and advisers. As a lawyer and a chartered accountant he is well qualified for the job but over and above that he is a great team member who makes work enjoyable for everyone.
Michael joined the team in 2019 after working for IOOF as Operations Manager for 10 years, and a Big 4 firm prior to that. He has a vast wealth of knowledge when it comes to investing and is passionate about making the NZBritannia funds the first choice for advisers and their clients.