Gareth Morgan Investments Gareth Morgan KiwiSaver Morgan Charity Infometrics WorldByBike

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!

Operations
Information Technology
Client Services
KiwiSaver
Strategy

Ops

	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
	Big Clint - As the newest member of the Ops team, Clint is learning the balancing act that is needed to walk the operations tightrope. He has decided to forgo running the family 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
	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
	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

IT

	Michelle - flying by the seat of her pants - Michelle joins the IT team after six years honing her development skills in NZ and London. Understanding the complex IT systems that provide the backbone of our business is a test she’s passed with flying colours. She’s just as quick out of the office, be it mountain running, doing triathlons or rock climbing. michelle@gmk.co.nz ddi: +64 4 496 5297
	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
	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
	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

Client Services

	Jonathan - swapping the corporate suits for the swimsuits - Jonathan has recently joined the team 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 can get time away from looking after his young son. jonathan@gmi.co.nz ddi: +64 4 496 5293
	Christina - Marathon Woman - Normally "triatholoning" when not leading the client services team and sorting tax issues, Christina on this occasion is surveying the landscape for a 'Coast to Coast'. "Don't do it" is the sage advice, but who knows, once those endorphins kick in rational thought leaves the building. Just as well we encourage each other to sit while we evaluate clients' investment prospects. christina@garethmorgan.com ddi: +64 4 494 6074
	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
	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

KiwiSaver

	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 4 494 6438
	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 GMK KiwiSaver. In her spare time she also moonlights as Jo Morgan’s stunt double. sue@gmk.co.nz ddi: +64 4 496 5294
	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

Strategy

	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
	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
	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
	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
	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