Financial Advisers

• 

  Adam Fisher

  Financial Adviser

  After holding various roles with one of New Zealand’s largest banks, Adam joined Perpetual Trust as a Financial Adviser in February 2008.
  Phone 03 363 6282
  Email adam.fisher@perpetual.co.nz
  View disclosure statement »
• 

  Brian Coker

  National Adviser Manager

  Brian has worked in financial planning and investment advisory roles since 1988. He joined Perpetual Trust in June 2001 and continues to work as a Financial Planner as well as overseeing all Financial Advisers nationally. As well as being a ...
  Phone 03 363 6271
  Email brian.coker@perpetual.co.nz
  View disclosure statement »
• 

  Catherine Hume

  Investment Paraplanner

  Catherine is able to assist with investment advice and management as well as estate and tax planning. The ultimate aim of this advice is to help you achieve your financial goals by growing and protecting your capital and managing the ...
  Phone 03 363 6415
  Email catherine.hume@perpetual.co.nz
  View disclosure statement »
• 

  Dai Eveleigh

  Financial Adviser

  Dai comes from a comprehensive investment advisory background with four years experience in London and five in New Zealand. He completed the Financial Planning Certificate qualification in London, and worked for Barclays Bank Group advising and building investment portfolios for ...
  Phone 03 363 6429
  Email dai.eveleigh@perpetual.co.nz
  View disclosure statement »
• 

  Gill Allan

  Financial Adviser

  With over a decade of financial planning experience, Gill is able to assist with investment advice and management as well as estate and tax planning.
  Phone 03 363 6296
  Email gill.allan@perpetual.co.nz
  View disclosure statement »
• 

  Janet Walker

  Financial Adviser

  is an experienced Certified Financial Planner. She joined Perpetual Trust in November 2009 and has a wealth of experience in financial planning as well as trust and asset management.
  Phone 04 470 9608
  Email janet.walker@perpetual.co.nz
  View disclosure statement »
• 

  Martin Fraser-Allen

  Financial Adviser

  Martin’s three decades of experience in financial services, both in New Zealand and the UK, in senior roles in bank management and corporate lending and as a sharebroker, has provided him with a good understanding of business and financial markets.
  Phone 03 363 6426
  Email martin.fraser-allen@perpertual.co.nz
  View disclosure statement »
• 

  Scott Rainey

  Financial Adviser

  After holding various roles at the University of Canterbury as a research assistant and undergraduate tutor while studying, Scott joined Perpetual Trust as Investment Paraplanner in September 2003.
  Phone 03 363 6262
  Email scott.rainey@perpetual.co.nz
  View disclosure statement »