Oct

Event

Wellington Networking Evening 2024 ft. Bernard McCrea SF FIN and Phillip Meyer SF FIN

Join FINSIA for an intimate networking evening in Wellington, New Zealand.

Hear from Bernard McCrea SF FIN – Financial Adviser and Chair of the NZ FINSIA Council, and Phillip Meyer SF FIN – Chairman of Australian Financial Service Group and Deputy Chair of the NZ FINSIA Council. Bernard brings extensive expertise across life and health insurance and mortgage markets. Phillip is an experienced executive with an extensive track record of investments in the research, mining, and resources sectors.

Bernard will discuss the current and future trends of mortgage rates in the NZ market, while Phillip will share his insights regarding the ever-changing global investment markets.

Food and drinks will be provided.

We hope that you will join us to close off the year.

networking

Speakers

Bernard McCrea SF FIN

Chair, FINSIA New Zealand National Council

Bernard has been involved in the financial services sector since the 1990’s.

He was previously General Manager AIA New Zealand and worked with Sovereign as General Manager Corporate Distribution. He has also worked with; Trustee Executors, Tower and ANZ Bank. He is a company director with his company, North South Consulting and acts as a Financial Adviser for the past 11 years.

He is the Founder of SimpleWills in NZ. He has been a member of FINSIA since 1987 and has been on the NZ Council for the past 12 years and Chair of the NZ Council for the past 5 years.

His qualifications come from Waikato University and Massey University and he is involved in the local business community, currently Patron of the Rosebank Business Association in Auckland.

The other main interests are supporting his family and coaching at Takapuna Rugby club.

Phillip Meyer SF FIN

Deputy Chair, FINSIA New Zealand National Council

Phillip Meyer is an experienced company director and investment banker.

He has been a director, Chairman and trustee of a number of major companies on both sides of the Tasman. His past and present directorships include Southern Cross Healthcare Group and subsidiaries, Australian Financial Services Group, Kordia, Institute of Directors, Young Enterprise Trust, Crimestoppers Trust, New Zealand Institute of Management, Institute of Financial Advisers and the Trans Tasman Business Circle, among others.

He was a founding member of the New Zealand Markets Disciplinary Tribunal and a member of the Disciplinary Tribunal for the New Zealand Institute of Chartered Accountants. He was also National Chairman of the Salvation Army Red Shield Appeal Committee.