Perpetual Guardian
Aaron has a 25-year background in financial services and has held Head of Advice roles with large financial planning firms in NZ. He has also authored two books on financial management and has been a regular media commentator on planning and investment issues.
Aaron has developed and led nationwide advice-based teams and has held primary responsibilities for governance and high net worth client management. He is an experienced presenter on financial issues and has developed the skill set of being able to effectively communicate complex concepts to a wide audience.
Over the last decade, Aaron has increased involvement in the area of iwi financial management and currently sits on the Investment Committee of a major North Island iwi.
Aaron has a commerce degree from Auckland University and an investment management qualification from the US Financial Industry Regulatory Authority.
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Perpetual Guardian
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Perpetual Guardian is a result of the recent coming together of Perpetual Trust and Guardian Trust. As two of New Zealand's oldest trust companies, they have over 135 years of experience in providing estate planning options for Kiwis.