Meet the NZBritannia Financial Advisers

After an early start in the financial markets trading shares at age 12, Wayne moved on to join one of NZ's largest share broking companies. He then completed a first-class honours Business degree at Massey University as well as a Diploma in Personal Financial Planning. He has subsequently completed his NZ Certificate in Financial Services in the investment, insurance and residential lending strands.

He has built a reputation as a strategic financial consultant and values the strong relationships he builds with his clients. Wayne is the Managing Director of our subsidiary 'Britannia Financial Planning Ltd' and one of the best people to talk to around sound financial planning for the future.

In between balancing work and family, Wayne leads a very active lifestyle; he has completed three marathons (New York, Auckland & Queenstown) and various multisport events such as the Coast to Coast. Wayne’s passions are the guitar, fishing, wake boarding and playing the occasional game of golf when time permits.

E: wayne@nzbritannia.co.nz    M: 021 633 216
P: 0800 29 39 39

Gareth has been with NZBritannia since 2013, but has experience that spans over 20 years, both here in NZ and the UK. He has expertise across a wide spectrum of financial services, advising clients in areas such as, insurance, mortgages, KiwiSaver, investments, estate planning, retirement planning and UK pensions. Gareth’s continued commitment to his clients has helped him build one of the most trusted reputations in the industry.

Gareth, with his wife Karen, moved to NZ in 2005 to bring up their two daughters, Abbie and Aimee, settling on the Hibiscus Coast. In his leisure time Gareth enjoys watching rugby, cycling, sailing and tramping in the great Kiwi outdoors. He has completed 9 of the Great Walks.

E: gareth@nzbritannia.co.nz
P: 0800 29 39 39

Lee-Anne joined the NZBritannia team at the beginning of October 2020. Originally from South Africa, Lee-Anne went on to spend 13 years in Israel before joining extended family in NZ in 2001. Since arriving in NZ, she has worked in a number of roles including branch manager at a major NZ Bank for 9 years as well as a travel agent for 3 years. Following her passion, Lee-Anne returned to the financial services industry as a senior financial adviser for a well-known KiwiSaver provider. Lee-Anne works with NZBritannia clients to ensure they are best placed to meet their financial goals and objectives regardless of what life stage they are in.

Lee-Anne is an active member of her local theatre group and you will often find her either on stage or directing the next production. She also enjoys gardening, yoga and spending time with the family and their dog.

E: lee-anne@nzbritannia.co.nz    M: 021 2216 818
P: 0800 29 39 39

Veronica has been with NZBritannia since 2008, spending most of her time working alongside Garry Williams, or as she likes to call him, Dad. As well as being an expert in investing and retirement planning, she knows the UK pension transfer process better than anyone, so can quickly assist clients at every step of the journey. Being based in Whanganui means Veronica predominantly works with clients from the Central and Lower North Island.

E: veronica@nzbritannia.co.nz    M: 0275 646 002
P: 06 345 6184

Hannah has been a part of the team since 2018 starting on a casual basis while saving up for her OE. Once returning to NZ a few months later, she has grown within the team. Hannah is a qualified financial adviser, having obtained her Level 5 New Zealand certificate in Financial Services specialising in Life, Disability and Health Insurance.

In her spare time, Hannah enjoys keeping active at her local gym and in nature. Enjoying time with her partner, family, and friends.

E: hannah@nzbritannia.co.nz
‍P: 0800 29 39 39

Based in Whanganui Peter has worked with Garry Williams since 2010, and in that time he has become an expert on the ever-changing pension transfer landscape. As an expert in risk management, he looks at ways to ensure his clients have guaranteed income through a lengthy retirement. Alongside this, Peter spends time assisting clients with mortgages, KiwiSaver and estate planning.

E: peter@nzbritannia.co.nz    M: 0275 345 203
P: 06 345 6184

A background in engineering, work experience around the globe, and a passion for numbers, has given Kevin a unique toolset that he employs when tending to the individual needs of his clients. Based in Whanganui, Kevin has worked alongside Garry Williams since 2008 and has honed his skills in all facets of UK pension transfers as well as investing and retirement planning.

E: kevin@nzbritannia.co.nz    M: 021 131 4130
P: 06 345 6184