Advisers

Our Team

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JOHN KILLICK
DIRECTOR|AFA, CFP(CM)
Ph: 04 918 4659
 
The noblest work I can do in this world is to advise people about how they can secure their financial futures.

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SALLY KILLICK
AFA, CFP(CM)
Ph: 04 918 4659
 
I help clients to plan for life without work. Whether a planned retirement or an unplanned illness or accident. Providing financial security and peace of mind.

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WARWICK WALKER
AFA, CFP(CM)
Ph: 027 241 7729
 
I help my clients design and align their personal and business plans to achieve their desired outcomes via appropriate strategies.

 

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STEVE BAKER
AFA
Ph: 04 918 4641

 

If we improve NZ’s financial literacy, we will be able to make smarter financial decisions, enabling financial freedom, less stress & more time with loved ones.

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DEAN BLAIR
AFA
Ph: 027 451 7182 

 

Working alongside my clients to assist them to become financially fit. Together we create a game plan for your financial future. 

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STEPHAN JAGERS
AFA
Ph: 021 633 885

 

I’m motivated helping my clients achieve dreams via planning their way through life’s turbulence to reach their desired outcomes.

 

 

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PAUL LOO
NOMINATED REPRESENTATIVE
Ph: 021 225 5563
 
I have a deep seeded passion to help leave a legacy of opportunities and abundance that last for generations and beyond.
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RYAN MALONEY
NOMINATED REPRESENTATIVE
Ph: 021 125 9247
 
I have a commitment and passion to support my clients attain financial freedom and security, providing them peace of mind, authentic service, and a long-lasting relationship.
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DIVYA GANDHI
QFE ADVISER
Ph: 04 918 4659

I’ll help get you into a house and then out of debt as soon as possible. This will help save you thousands over a long term. Once we’ve sorted your lending then we can put your money to work for you in other areas.

 

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BLAKE CHAMBERLAIN
ACCOUNTANT
Ph: 04 918 4659

My expertise is in working with young professionals, business owners, and families – helping them to live planned and purposeful lives, protecting what is important to them.

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WARREN SMITH
CHARTERED ACCOUNTANT
Ph: 04 918 4659

As an accountant here at FoxPlan my role is to help our client maximize tax benefits, maintain compliance and manage their wealth.

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YII YEN WEE
CHARTERED ACCOUNTANT
Ph: 04 918 4659

FoxPlan Accounting & Wealth Management

 

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BROOK COULSON
NOMINATED REPRESENTATIVE
Ph: 021 563 190

I want to provide my clients with confidence in their futures, by partnering with them to develop workable plans to reach their financial goals – with the least amount of risk.

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ABI SHARMA
NOMINATED REPRESENTATIVE
Ph: 04 918 4659

 

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BOBBY BEUKES
QFE ADVISER
Ph: 04 918 4659

Life is uncharted territory. It’s unpredictable. It reveals its story one moment at a time. I see my role as offering support to people, to provide some light along the way and to guide them successfully towards their vision, as their unique life journey unfolds.

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KEVIN CLARK
NOMINATED REPRESENTATIVE
Ph: 04 918 4659

My aim is to help people achieve financial security and enable them to move forward with confidence and a sense of purpose

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DIETER TIMMERMAN
NOMINATED REPRESENTATIVE
Ph: 04 918 4659

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JOSH CHAMBERLAIN
NOMINATED REPRESENTATIVE
Ph: 04 918 4659