“What has kept me motivated for 15 years in the financial planning industry are the relationships I have with my clients and the satisfaction I derive in helping them achieve peace of mind with respect to their financial situations. The strength of these relationships is a result of my values and strong service ethic which form the foundation for enduring trust.”

Kevin holds a BScHons (Mathematics) and a BCom from Otago University together with a Diploma of Business Studies (endorsed financial planning) from Massey University. Kevin is also currently a member of the Institute of Financial Advisers (IFA) and has CFP practitioner status. He is an Authorised Financial Adviser (AFA) and as such is qualified to give financial advice under the Financial Services Providers Act.

From university, Kevin joined British Petroleum for whom he worked for 17 years holding senior management positions in both the UK and New Zealand. This was followed by 8 years at Barclays Bank where as a Senior Manager - Investment Banking, Kevin was involved in a wide range of corporate advisory projects. During the 1990s, Kevin joined the financial planning industry as an adviser with Spicers. There, he quickly became one of that organisation’s leading and most respected advisers. After 14 years with Spicers and a 2 year health related absence from the industry, Kevin decided to join Perpetual. At Perpetual, in addition to his role as financial adviser, Kevin serves as advisory consultant and sits on the Perpetual Investment Committee.

With over 40 years in investment related roles and the financial planning industry, Kevin’s has experienced a wide range of economic conditions. It’s this experience and expertise combined with his ability to relate to people, which he attributes as the reasons for his strong client relationships. “These enable me to analyse clients’ diverse financial situations and come up with personalised strategies and investment solutions, which best meet their goals and objectives. I set high standards and these are reflected in the level of ongoing service, which I provide.”

When not at work, Kevin enjoys time with his wife Katherine and their three adult children (and one newly arrived grandchild). His interests include relaxing at their Algies Bay beach house, travel, music, theatre, and gardening. Kevin is a keen follower of most sports but limits active participation to golf.