Glyn is the old wise one. He is a financial adviser with 40 years’ experience.
Glyn’s financial planning career started with the National Farmers’ Union in the UK before moving on to start up his own financial planning company being qualified in the UK and the Channel Islands. He has provided advice to hundreds of individuals, families, businesses and farms over the years. Prior to that he spent several years working in the Pacific Islands. As a result of this background and investment experience, Glyn spent three years in the 90’s as the UK Government Director on the Board of the multi-million dollar Tuvalu Trust Fund.
Glyn’s role is to help clients with ‘big picture’ planning. He is a member of Financial Advice New Zealand and has been awarded the Financial Advice NZ Trusted Adviser mark demonstrating his commitment to qualifications and training at a level higher than that required by NZ law and code.
A people person, a lifetime golfer, a voracious reader and a firm believer in the ‘carpe diem’ principle who has worked out that if he sleeps less, keeps fit and eats properly he might stay healthy longer and then die suddenly at 90.
Kathryn is the young, clever one. She has completed the Massey University Graduate Diploma in Business Studies (Personal Financial Planning) she’s been a financial adviser since 2009.
Before starting her career in financial planning, Kathryn spent several years working for the United Nations and other humanitarian organisations in Iraq, Kosovo, Slovakia and India. Kathryn also has a Bachelor of Science and a Masters in Development Studies.
Kathryn’s role is with detailed advice to clients and to keep Glyn up to date. She knows the ins-and-outs of the policies and products as well as relevant legislation.
She is a member of Financial Advice New Zealand and has been awarded the Financial Advice NZ Trusted Adviser mark demonstrating her commitment to qualifications and training at a level higher than that required by NZ law and code.
Got a question? Ask Mel. If she doesn’t know the answer, she’ll find out and get back to you.
Melanie has been with Castle Trust since 2014 and consequently she has a wealth of knowledge about insurance, investments and planning. She also has the NZ financial adviser qualifications, including both the personal insurance and mortgage specialties, so she’s right up to date.
Born and bred in Motueka, she’s a familiar face to many. Prior to working with Castle Trust she owned a well known outdoor store.
Mel is the go-to-person. Her role is to keep track of clients and the paperwork. She’s very often the one that will help complete application forms (she also has the neatest handwriting in the office!).
Stuart has two decades of experience as a Mortgage Broker – from helping first home buyers to complex commercial and multi-property investments. He previously owned his own mortgage broking business but simply became too popular and too busy. His attempt at retirement was short lived however, and he became a tutor for NZQA Certificate in Money Management. Joining Castle Trust lets him do something he enjoys but with additional office support.
Before Stu became a Mortgage Broker he owned his own hydraulic engineering business.
He is a member of Financial Advice New Zealand.
Anna-May is the Irish one. After graduating from University in Edinburgh her financial career started at the Bank of New York on the Investment Desk. She then gained a place in the acclaimed Scottish Widows, Edinburgh training programme as a Financial Adviser Account Manager where she obtained her UK Financial Planning Certificate and marketed a diverse product range, from insurance to overseas investments.
Anna-May discovered a passion for investments and went on to work for an award-winning UK investment firm, rapidly moving up the ranks over her decade of employment in their London and Scotland offices. She became one of the female spokespeople for the company and delivered hundreds of presentations and after-dinner speeches in venues such as at Whitehall Palace, Tower of London and many more throughout the UK, Channel Islands and Ireland, discussing ‘the markets’ and adding in a dollop of Irish humour as she went. She’s also obtained the full New Zealand Financial Adviser qualifications in insurance and investments. She is a member of Financial Advice New Zealand.
Chevaun is a Mortgage Adviser with a wealth of skills. As well as a qualified Financial Adviser, she is also a qualified accountant with a Bachelor of Business majoring in Accounting and CPA. Having experienced the benefits of using a mortgage broker personally, she wanted to be able to help others with the same level of service that will get them into their own homes. She also has experience working for a large property investment company in Brisbane.
Rebecca brings a strong background in finance administration, with valuable experience in both insurance and banking.
Working alongside Chevaun and Stuart, Rebecca’s keen attention to detail and exceptional organizational skills will ensure clients have their paperwork in perfect order, making the mortgage process smoother and more efficient.
Rebecca spent 20 years in the UK working in human resources and finance for a range of organisations including financial services, book publishing, engineering and construction before moving back to NZ with her family. She has a Bachelor of Arts with a Post Graduate diploma in HR management as well as a Certificate in Employment Relations and Law in Practice.
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