Lizzie joined Stewart Group in April 2016 working as an Analyst assisting our Investment Committee. Currently, Lizzie is our Investment Analyst and Service Manager for Boutique Advisers Alliance - an associate company which provides custodial platform and core services for independent advisers in New Zealand.
Russell (Russ) joined Stewart Group in 2007 as our Xplan Specialist. He is in charge of the maintenance and development of Xplan, our CRM database, and assists our Investment and Insurance advisers with analysis and reporting templates.
Hannah joined Stewart Group in 2017 as a Support Administrator for Boutique Advisers Alliance team and works alongside Lizzie, our Platform Service Manager.
Rory joined Stewart Group in 2015 as Financial Controller and expanded his role to Head of Operations & Finance. He ensures our systems are in place for all internal processes and so our clients get the best possible service.
Oksana joined Stewart Group in 2017 as an Executive Assistant. She provides secretarial support to Nick and business support to the KiwiSaver team.
Melanie joined Stewart Group in 2007 as an Executive Assistant. She provides secretarial support to Don and the rest of the team.
Kavya started with Stewart Group in 2017, as our Marketing & Communications Coordinator. She is responsible for the coordination of day-to-day marketing activities, further raising the profile of Stewart Group.
Sian joined Stewart Group team in 2017 as our Risk Administrator. She works closely alongside our Risk Management advisers, Don and Trudi.
Annette started with Stewart Group in 2018, as our Investment Administrator. She has 10+ years’ experience in the investment and wealth management sectors and her appointment is to step up our wealth client service.