Meet the NZBritannia Financial Advisers

Our team are New Zealand qualified Financial Advisers, and are experienced in everything you may need to consider, from insurance to KiwiSaver, investing and estate planning.

Focus on the things that matter and the things that you can control. The rest is simply noise.

Wayne Becker

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

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

Wayne is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted adviser seal
Wayne Becker - FINANCIAL ADVISER - BRITANNIA FINANCIAL PLANNING LTD

You only get one shot at retirement, so you have to get it right. NZBritannia has hundreds, and can ensure your one shot is bang on the mark.

Alun Rees-Williams

FINANCIAL ADVISER - BRITANNIA FINANCIAL PLANNING LIMITED
DIRECTOR - BRITANNIA FINANCIAL SERVICES LIMITED

Alun has been with NZBritannia since the very beginning, in fact, he has been with related companies for the past 27 years, and those years add up to some serious expertise. When it comes to UK pension transfers Alun is one of NZ’s most experienced advisers, having assisted clients since 1996. With some of our clients having worked with him now for over 20 years, he continues to offer advice regarding investment and retirement planning - he firmly believes client relationships are for life.

E: alun@nzbritannia.co.nz    M: 021 489 681
P: 0800 29 39 39

Alun is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted adviser seal
Alun Rees-Williams - DIRECTOR - BRITANNIA FINANCIAL SERVICES LIMITED

It’s important to get the job done right, first time, every time. To achieve that I give my clients unparalleled dedication, whilst upholding the longstanding values of NZBritannia.

Gareth Grey

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

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

Gareth is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted adviser seal
Gareth Grey - FINANCIAL ADVISER - BRITANNIA FINANCIAL PLANNING LTD

Small changes today make for big changes to your tomorrow.

Lee-Anne Scarth

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

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

Lee-Anne is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted adviser seal
Lee-Anne Scarth - FINANCIAL ADVISER - BRITANNIA FINANCIAL PLANNING LTD

Make financial decisions based on what we know rather than how we feel.

Dean MacLeod

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

Dean has been in the banking and financial services industry since 1981, including 11 years in London. During this time, he has held senior positions with retail and investment banks, fund managers and a finance company specialising in investment, insurance and funds management. Dean’s wealth of experience and passion for putting his clients first makes him an excellent fit with our Financial Planning team. Dean works with clients to provide financial advice on retirement planning, KiwiSaver, risk management and estate planning.

Dean enjoys all things outdoors and has completed 8 of the Great Walks. He loves spending time with family and friends, particularly his two adult children. He likes the odd round of golf and plays darts in the Auckland City of Sails Premier League.

E: dean@nzbritannia.co.nz    M: 021 221 7012
P: 0800 29 39 39

Dean is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted adviser seal
Dean MacLeod - FINANCIAL ADVISER - BRITANNIA FINANCIAL PLANNING LTD

Most people don’t plan to fail; they fail to plan
- John L. Beckley

Jade Schutte

INVESTMENT ADVISER AND PARAPLANNER
BRITANNIA FINANCIAL PLANNING LTD

Jade brings a wealth of experience to our business, with a diverse background spanning consumer finance, broadcasting, and animal welfare sectors. She is a qualified Financial Adviser, holding the Level 5 New Zealand Certificate in Financial Services and specialises in providing advice on KiwiSaver, savings plans and investments. Jade is dedicated to helping individuals achieve financial security and is looking forward to applying her expertise in our rapidly evolving world.

Since relocating from South Africa to New Zealand in 2006, she now resides on the Hibiscus Coast with her partner. She enjoys walking her dogs on the beach and exploring new destinations through travel.

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

Jade is registered as a Financial Adviser on the Financial Service Providers Register.

Jade Schutte - FINANCIAL ADVISER AND PARAPLANNER - BRITANNIA FINANCIAL PLANNING LTD

Give the right advice, so you can put the right cover, in the right hands, at the right time

Korinne Ellis

FINANCIAL ADVISER - HEAD OF INSURANCE
BRITANNIA FINANCIAL PLANNING LTD

Korinne is part of our specialist insurance team and brings with her a number of years of industry experience. Prior to obtaining her Level 5 Financial Services qualification and starting her career in insurance, she spent ten years in the tertiary industry.

One of Korinnes’ many passions is to ensure that she provides her clients with security and that her interactions are solution-based and enriching. She is dedicated to building meaningful relationships with her clients and adding as much value as possible.

In her spare time, Korinne enjoys being with her family and her dogs. Other passions include good pasta, music, and travelling.

E: korinne@nzbritannia.co.nz    M: 021 221 5554
P: 0800 29 39 39

Korinne is registered as a Financial Adviser on the Financial Service Providers Register.

Trusted adviser seal
Korinne Ellis - FINANCIAL ADVISER - HEAD OF INSURANCE - BRITANNIA FINANCIAL PLANNING LTD

Justin Thompson

INSURANCE ADVISER
BRITANNIA FINANCIAL PLANNING LTD

Justin has been in the insurance industry since 2013; after seeing the huge financial impact insurance has on people, he decided he wanted to work directly with clients and became an insurance adviser in 2017. Justin is passionate about his job and believes everyone should have a basic understanding of how insurance can affect their lives. He feels a great sense of satisfaction sitting down with clients and being able to put insurance in place for them, and their loved ones, and knowing they are going to be ok.

During his free time, Justin enjoys being with his wife and two sons. He is very interested in personal development and thrives on the adrenaline rush from public speaking, as a Toastmaster.

E: justin@nzbritannia.co.nz    M: 021 293 7758
P: 0800 29 39 39

Justin is registered as a Financial Adviser on the Financial Service Providers Register.

Justin Thompson - INSURANCE ADVISER - BRITANNIA FINANCIAL PLANNING LTD