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.

HAWKE’S BAY TEAM

   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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Wellington & Carterton Team

   ALAN BURNS    For Alan financial advice had been a lifetime career. Beginning in the 1970s, he’s now spent nearly 50 years helping people protect their own and their families’ financial security and he still loves his work.  Based out in Carterton, Alan has a unique perspective on putting the client first.    View profile

ALAN BURNS

For Alan financial advice had been a lifetime career. Beginning in the 1970s, he’s now spent nearly 50 years helping people protect their own and their families’ financial security and he still loves his work.

Based out in Carterton, Alan has a unique perspective on putting the client first.

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   MARK DOBSON    With over 30 years in financial services, Mark joined Stewart Group in 2018 as Senior Business Administrator.   Mark is a Registered Financial Advisers, who holds a Bachelors in Business Studies from the University of Waikato.     View profile

MARK DOBSON

With over 30 years in financial services, Mark joined Stewart Group in 2018 as Senior Business Administrator.

Mark is a Registered Financial Advisers, who holds a Bachelors in Business Studies from the University of Waikato. 

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