Adviser Support

Lizzie Hill  Lizzie joined Stewart Group in April 2016 currently working as our Investment Analyst assisting our Investment Committee.

Lizzie Hill

Lizzie joined Stewart Group in April 2016 currently working as our Investment Analyst assisting our Investment Committee.

Russ Meale  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.

Russ Meale

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.

 

Operations

Rory O'Neill  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 Group ensuring our systems are in place for all internal processes and so our clients get the best service.

Rory O'Neill

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 Group ensuring our systems are in place for all internal processes and so our clients get the best service.

 
Francis Herridge  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.

Francis Herridge

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.

Melanie Jones  Melanie joined Stewart Group in 2007 as an Executive Assistant. She provides secretarial support to Don and the rest of the team.

Melanie Jones

Melanie joined Stewart Group in 2007 as an Executive Assistant. She provides secretarial support to Don and the rest of the team.

 
Kavya Vunnam  Kavya started with Stewart Group in 2017, as our Marketing Specialist. She is responsible for the coordination of day-to-day marketing activities and further raising the profile of Stewart Group.

Kavya Vunnam

Kavya started with Stewart Group in 2017, as our Marketing Specialist. She is responsible for the coordination of day-to-day marketing activities and further raising the profile of Stewart Group.

Sian Woodham  Sian joined Stewart Group team in 2017 as our Risk Support & recently qualified as Authorised Financial Adviser. She works closely alongside our Risk Management advisers, Don and Trudi.

Sian Woodham

Sian joined Stewart Group team in 2017 as our Risk Support & recently qualified as Authorised Financial Adviser. She works closely alongside our Risk Management advisers, Don and Trudi.

 
Annette MacLeod  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.

Annette MacLeod

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.

 
Oksana Pavletich  Oksana joined Stewart Group in 2017 as an Executive Assistant. She provides secretarial support to Nick and business support to the KiwiSaver team.

Oksana Pavletich

Oksana joined Stewart Group in 2017 as an Executive Assistant. She provides secretarial support to Nick and business support to the KiwiSaver team.