Lizzie joined Stewart Group in April 2016 currently working as our Investment Analyst assisting our Investment Committee.
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.
Rory joined Stewart Group in 2015 as Financial Controller and expanded his role to Head of Operations & Finance. He is now the General Manager of Stewart Groupensuring our systems are in place for all internal processes and so our clients get the best 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 & Registered Financial Adviser. 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.
Francis started with Stewart Group in 2018, as our Accountant. He has 5+ years of banking experience coupled with Foreign Exchange Dealing and three years of accounting experience at a local CA firm in Dunedin.