Financial Advisers

Our team of financial advisers have been selected for their professionalism and expertise and are committed to providing you with first class, impartial financial advice.

   Don Stewart     Don joined the financial services industry in 1974 with National Mutual (now AMP). In 1986, he established an independent financial advisory company – formerly DL Stewart and Associates Limited. At present, Don is Executive Director and founding principal of Stewart Group.    View profile

Don Stewart 

Don joined the financial services industry in 1974 with National Mutual (now AMP). In 1986, he established an independent financial advisory company – formerly DL Stewart and Associates Limited. At present, Don is Executive Director and founding principal of Stewart Group.

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   Nick Stewart    Nick started his journey in financial services industry in 1999. He is the Executive Director and CEO of Stewart Group and holds several directorships in privately owned companies and independent trusteeships.        View profile

Nick Stewart

Nick started his journey in financial services industry in 1999. He is the Executive Director and CEO of Stewart Group and holds several directorships in privately owned companies and independent trusteeships. 

 

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   Glen Trillo    Glen joined Stewart Group in 2013 and is our Head of Wealth. He is an Authorised Financial Adviser and an Accredited Investment Fiduciary.          View profile

Glen Trillo

Glen joined Stewart Group in 2013 and is our Head of Wealth. He is an Authorised Financial Adviser and an Accredited Investment Fiduciary.

 

 

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   Geoff Wilson    Geoff joined Stewart Group in 2018 as our KiwiSaver Adviser. He brings over 30 years business development experience across the risk management and wine industry sectors.    View profile

Geoff Wilson

Geoff joined Stewart Group in 2018 as our KiwiSaver Adviser. He brings over 30 years business development experience across the risk management and wine industry sectors.

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   Trudi Vossen    Trudi joined Stewart Group in 2012. She is an Authorised Financial Adviser and delivers advice in Risk Management.       View profile

Trudi Vossen

Trudi joined Stewart Group in 2012. She is an Authorised Financial Adviser and delivers advice in Risk Management.

 

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