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Meet The Workers
Our team directly involved in looking after client portfolios is small but potent. Profiles follow. In addition Infometrics provides our platform for research
and strategy.
Their profiles can be found here!
Client Services
Operations
Information Technology
Management & Compliance
KiwiSaver
Strategy
Client Services
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 Roger gives the Okay
– Protecting portfolios from the devastation of speculative bubbles
is a constant challenge for Roger, our senior client adviser. Recreationally, it's keeping the bubbles coming while steering clear of the reef sharks, that keeps him in the swim.
roger@garethmorgan.com
ddi: +64 4 494 6431
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Justine out on another jaunt
– obviously keen on the great outdoors, Justine resides in the heart of our client services team, working
across the gambit of client liaison, reporting and portfolio systems maintenance. When time permits she likes the great escape to recharge the
batteries.
justine@garethmorgan.com
ddi: +64 4 494 6079
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 Jonathan - swapping the corporate suits for the swimsuits
- Jonathan joined GMI as a client adviser after ten years suited up in the financial services and banking sectors. He’s now in the GMI team to catch investors before they
enter deep water and steer them away from the reefs that shipwreck many a retirement portfolio. Away from the beach, Jonathan is a keen sportsman and hits the slopes and fairways when he can get time away from looking after his young family..
jonathan@gmi.co.nz
ddi: +64 4 496 5293
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Ops
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 Bojan - Shark Hunter
- Leader of the Ops team, Bojan is charged with ensuring Ops ain't Oops! Bojan brings several years of investment management experience to bear which augments our in-house skill set. To boot,
his fishing expertise portends well for our sorting of investment product sharks from the swim of investment opportunities that pass by our lines.
bojan@garethmorgan.com
ddi: +64 4 494 6077
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 Michael - Mixologist
- Mike’s degree in neuroscience and psychology is the perfect preparation to work at GMI – it can get a little mad here! In between the BSc and working at GMI, he has taught himself Spanish,
ran a bar, completed a post-grad diploma in finance, and represented New Zealand at the Cocktail World Cup. This skill set will be particularly useful handling the Molotov Cocktails that are
lobbed Op’s way. He’s even named after a cocktail!
michaelc@garethmorgan.com
ddi: +64 4 496 5292
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 Greg Hayton – Keeping his powder dry
- Greg’s arrival at GMI coincided with markets experiencing plenty of white water and Category 5 rapids. As evident from the photo, Greg’s advice is to hang on tight – there will be calmer
waters ahead! A Wellington native, Greg has had 10 years in the financial markets. This was mostly garnered in an Operations function in the United States where he picked up plenty of
experience (as well as a true-blue Yankee accent!) He joins our Operations team, where he specialises in executing our fixed interest orders.
greg@gmi.co.nz
ddi: +64 4 473 2190
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 Lauchie – the Running Man
- After working for a New Zealand broker and an OE stint in the City, Lauchie joins GMI as the newest member of the Ops team. Getting the cash to reconcile can prove to be a marathon at times, but Lauchie always gets over the finish line in good time.
lauchie@gmi.co.nz
ddi: +64 4 473 2191
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IT
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 Dave the Developer
– Surf's flat so back to work. In charge of the programming backbone of
our business, Dave is responsible for
maintenance and development of the suite of software that both keeps investors up-to-date and enables the administrators to effect timely adjustments to
portfolios.
dave@garethmorgan.com
ddi: +64 4 494 6433
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 Boy Racer Mike
- by day calibrating the computer loads on our servers, by night calibrating
drag times down Kent Terrace.
mike@gmi.co.nz
ddi: +64 4 494 6076
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 Jaspreet Sandila (JP) – Mr Suave
- JP joins the IT team as Mike’s understudy. He’ll be helping make sure our servers serve, our computers compute and our networks network. He’ll also be involved with technical support
for the World by Bike expeditions (“technical support” being a euphemism for having to answer 5am phone calls from Gareth when he is on the other side of the world and his laptop has died).
JP was schooled in India and worked in IT there for a few years before coming to New Zealand in 2006, and has studied and worked in Wellington since then.
jp@gmi.co.nz
ddi: +64 4 496 5297
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 Ying Wen - Cutting code
- YingWen has classical tastes in music and cars, but the skills she brings to our I.T. team are anything but vintage. She cuts computer code as well as she plays the piano, and ensures that
our systems are leading edge.
ying@garethmorgan.com
ddi: +64 4 494 6437
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Management & Compliance
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 Robert - on a slippery slope or in control?
- You may well ask this when it comes to Rob. His role of ensuring we all are happy campers and fulfilling our potential while ensuring GMI clients get state-of-the-art portfolio management service is unenviable. But then his prowess on the slopes is too.
rob@gmi.co.nz
ddi: +64 4 494 6439
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 Hilary - Hello sailor
- After nearly 10 years experience in the financial industry, Hilary is now tasked with ensuring the good ship GMI doesn’t spring any leaks. One day we’ll even think of a job title for her, but
she makes sure that we comply with all the rules and she’ll keelhaul the people who don’t. Although she’d rather do a tack than do tax, it’s all still plain sailing for her.
hilary@gmk.co.nz
ddi: +64 4 494 6432
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 Stephan - Legal eagle
- Stephan brings his legal background to bear on the daily operational tasks - our very own Denny Crane. He passes judgement on cash reconciliation each day and prosecutes the guilty parties that are causing things not to balance. He’s also the chairman of the GMI technical investor’s club – membership 1!
stephan@garethmorgan.com
ddi: +64 4 494 6432
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 Christina - Marathon Woman
- Christina has swapped balance sheets for changing baby’s sheets and triathlons with cry-athlons. But it is a nice to be kept up awake at night by something other than quick sale rules for a change. She juggles being a Mum with a continued involvement in tax and audit work for GMI and GMK.
christina@garethmorgan.com
ddi: +64 4 494 6074
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 Sue - running a good race
- Sue spent many years in Canada, where she started up and ran a graphic design business. She also made headlines when she and her Siamese twin completed a Canadian triathlon. Now that she’s surgically separated from her sibling, Sue’s come back to her native New Zealand and has dived headfirst into managing the communication and marketing channels from all the Gareth Morgan companies.
sue@gmk.co.nz
ddi: +64 4 496 5294
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KiwiSaver
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 Karena - that’s Karena, not Karen, or Tarena, or Katrina, or Marina but Karena
- Hailing from the Deep South, Karena helps all those people who are worried their retirement is going to consist of milk arrowroots in Bluff. She has worked for several years in the superannuation industry and brings invaluable experience to our KiwiSaver team. When she’s not chained to the GMK desk she enjoys playing sport, travelling and is a keen gym bunny.
karena@gmk.co.nz
ddi: +64 4 494 6438
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 Maria - Clever clogs
- Maria is the youngest member of our team, but she leaves big shoes to fill whenever she is away from the KiwiSaver member services desk. She is the happy voice on the end of the GMK phone
line, and she tackles member enquiries boots and all. When not answering member phone calls, e-mails or lending a hand with GMI client administration, Maria enjoys shopping – for shoes of
course!
maria@gmk.co.nz
ddi: +64 4 496 5299
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 Liz - knocking KiwiSaver into shape
- When she’s not mining for information from the IRD or taking the sledgehammer to our admin work, Liz enjoys nothing better than digging holes on her Titahi Bay property. No gold has been discovered yet, but the renovations are coming along well!
liz@gmk.co.nz
ddi: +64 4 473 2195
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 Michael -
- Mike’s a Chatham Cup semi-finalist and NZ University touch rep, but it’s is not entirely true that he was recruited to bolster the GMIghties football team. With a Finance degree and experience on a bank trading floor, his skills extend far beyond the touch and soccer fields and he is well equipped to tackle your KiwiSaver questions.
michaelh@gmk.co.nz
ddi: +64 4 494 6438
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Strategy
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 Solid, dependable Andrew
- as our guide, he ensures
neither the swings of investment cycles nor the slings and arrows of outrageous
fortune, distract the team from the disciplines of enduring portfolio
management.
andrew@gmk.co.nz
ddi: +64 4 4946070
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Salty Dog
- well at least covered with salt. Gareth and Jo are currently riding across the northern hemisphere to complete the second leg of “Poles Apart” – their long-planned, Northern Lights roadtrip.
gareth@garethmorgan.com
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 Chris - Climbing his way to the summit
- Chris has the valuable combination of English and economic skills, with a BA (Hons) in English literature and a graduate diploma in economics from Victoria University. Chris is responsible for the core economic forecasts with a particular focus on fiscal policy and trends in household income and expenditure. He has developed a thorough understanding of immigration policy and trends and also participates in consulting projects. He's an avid rock-climber and follower of American football.
chris@garethmorgan.com
ddi: +64 4 494 6434
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 Susan - Swimming against the tide
- Whether she’s crossing the Cook Strait or swimming through a deluge of company research, Susan needs to keep an eye out for the sharks. But with 10 years investment analyst experience, she can spot a freestyler a mile off.
susan@garethmorgan.com
ddi: +64 4 494 6436
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 Big Clint
- Previously a member of the Ops team, Clint is now crunching the numbers in the Strategy team to see how companies balance the credit crisis tightrope. He has decided to forgo running a dairy farm to see if the grass really is greener in the finance industry. So far his only complaint is that some of us townie woofters have soya milk in our coffee!
clint@gmi.co.nz
ddi: +64 4 496 5295
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