NEWS  |  

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    Charlie Whitmore

    Area Manager Financial Adviser

    Charlie has over 13 years' experience in the financial services industry. His early career was with Building Societies in the UK before spending a number of years at Santander London in the Private Banking Division. Charlie joined deVere in 2016 and spent 3 years working in the Qatar office as a Wealth Manager before making the move to New Zealand in 2019.

    Charlie has vast knowledge in UK pensions and retirement planning and a passion for helping clients achieve their long term financial goals by making the process simple and easy.
    Outside of work, Charlie likes to spend his time playing golf, traveling, and socialising with friends.

    To get in touch with Charlie, please e-mail: [email protected].

    Charlie is a Financial Adviser (FA). His FSP registration number is FSP690031.

    +64 (0)21 351 904
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    Jamie Reynolds

    Area Manager Financial Adviser

    Jamie is a successful and highly motivated Wealth Adviser who specialises in retirement and investment planning. His goal is to ensure that his clients are dealt with in a consultative process and encouraged to set milestones to chip away at ensuring they move ever closer to their goal of financial freedom. Jamie believes a key principle of this is to ensure his clients financial acumen grows alongside their investments' balance.

    Jamie initially visited New Zealand in 2005, loving the outdoor lifestyle he moved here permanently in 2008 from the UK. If he isn’t in the office, then he is never far from the beach or the snow.

    To get in touch with Jamie, please email [email protected]

    Jamie is a Financial Adviser (FA). His FSP registration number is FSP596030.

    +64 (0)210 659 261
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    Reece Fallaize

    Financial Adviser

    Reece Fallaize is the Financial Adviser at deVere New Zealand. Guernsey born, he worked in well-known companies such as Lloyds TSB and Sovereign Group, before joining deVere Group in 2012. He then moved to multiple countries before arriving in New Zealand in 2017 to open and run the deVere New Zealand office. Reece is a successful and highly experienced Financial Advisor and has extensive knowledge about UK pensions, retirement planning, and UK taxation. This has been instrumental in turning deVere New Zealand into a well-established Financial Advisory firm in New Zealand. 

    Outside of work, Reece loves a game of golf and socialising with friends.

    To get in touch with Reece, please email: [email protected].

    Reece is a Financial Adviser (FA). His FSP registration number is FSP553247.

     
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    Makauley Fox

    Financial Adviser

    Makauley is a Financial Adviser who specialises in personal risk insurances and KiwiSaver. Mak's highest priority is helping his clients take control of their finances with simple, effective solutions.

    A former professional athlete, Mak's competitive streak and direct approach are his client's greatest assets, as he strives to achieve the best possible outcomes for the individuals and families he works for. Originally from Brisbane but raised a Kiwi, Mak is often found keeping fit at the gym, playing baseball at the local club or giving himself blisters playing guitar for his friends.

    To get in touch with Mak, please email: [email protected].

    Makauley is a Financial Adviser (FA). His FSP registration number is FSP747631.

    +64 (0)21 400 955
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    Michael Coulson

    Financial Adviser

    Michael joined deVere in 2016 and is one our most travelled advisers having worked across 3 continents, where he specialised in assisting his clients in all aspects of cross border retirement and pension planning. Now settled in New Zealand, Michael uses his vast knowledge of pensions to support his clients with UK, Irish and Offshore pensions transfers. A retirement planning specialist Michael’s excellent customer service and ability to connect with his clients helps ensures a plain English approach to growing their wealth.

    In his spare time, Michael attempts to play golf, however spends most his time in the trees enjoying the finest scenery New Zealand has to offer!

    To get in touch with Michael, please email [email protected]

    Michael is a Financial Adviser (FA). His FSP registration number is FSP721451.

    +64 (0)210 739 334
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    Sean Clark

    Financial Adviser

    Sean is a dedicated and highly motivated personal Wealth Adviser who believes that everyone should have access to financial advice. He is focused on client care and ongoing relationship management to ensure his clients have a holistic approach to retirement and investment planning. His process is designed to identify investment and retirement income goals and lay out a series of steps to help his clients meet them, whilst ensuring overheads are met, risk is managed and lifestyle is not compromised, to enable a secure financial future.

    Originally from Canterbury, Sean developed a passion for the outdoors from an early age and has particular interest in rock climbing

    To get in touch with Sean, please e-mail: [email protected]

    Sean is a Financial Adviser (FA). His FSP registration number is FSP636589.

    +64 (0)273 939 758
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    Andrew Chu

    Client Services Adviser

    Andrew is a hardworking and driven Client Services Adviser at deVere New Zealand, who acts as the point of contact for existing and new clients. Andrew oversees and completes regular reviews of client portfolios to ensure their financial products are structured correctly for each situation.

    Prior to joining the team at deVere NZ, Andrew spent 4 years working in the General Insurance industry. His experience included working on a multitude of major construction projects in the Australasian region, providing risk solutions and tailored insurance advice on significant ventures. Andrew’s highest priority is guiding his clients to reach the best possible outcome.

    In his spare time, Andrew loves photography, avoiding the crazy Auckland drivers on his motorcycle and staying fit at the gym or outdoors.

    +64 (0)9 489 6380
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    Ria Jacobs

    Financial Adviser

    Ria has been in the Financial Services & Insurance industry for more than 10 years. She started her career as a Personal Financial Adviser at Old Mutual PFA in South Africa, where she provided her clients with exceptional service and advice on personal risk insurance and investment planning. As a highly competent financial service representative she maintains customer relationships and offers effective and useful insurance products and services to aid in their financial goals.

    Ria moved to New Zealand with her family in April 2019. Away from the office, she believes in spending quality time with her family.

    To get in touch with Ria, please email [email protected]

    Ria is a Financial Adviser (FA). Her FSP registration number is FSP697331.

    +64 (0)22 511 8025
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    Vanessa Pope

    Compliance Officer

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    Amy Sibson

    Office Manager & Pension Administrator

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    Andrew Hollomon-Ley

    Business Development Manager

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    Arosh Kalansuriya

    Business Development Manager

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    Christopher Dickinson

    Business Development Manager

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    Christopher Huneidi

    Business Development Manager

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    David Scully

    Business Development Manager

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    Jake Davieson

    Business Development Manager

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    Joshua Bartram

    Business Development Manager

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    William Heather

    Business Development Manager