Profiling the Board of Directors

Chairman
W Anthony Ractliffe
BA, BCom, AM Inst D. 

 

A Business Consultant and professional Company Director Mr. Ractliffe is Chairman of the NZ Export Credit Office and Grosvenor Financial Services Group Ltd as well as being on the Board of a number of other companies. In 2003 he completed a second three year term as a Director and later Deputy Chairman of ACC and before that he was the NZ CEO of the National Mutual Group (now AXA NZ).

                                                                                                                                              
Managing Director
Allan Yeo
BA,BCA(Hons)
 
Educated at Victoria University Wellington, with a BA and a BCA with first class honours in economics.  Prior to becoming Managing Director of Grosvenor Financial Services Group Limited, Allan held a number of senior treasury roles with Barclays Bank PLC in New Zealand and throughout the financial capitals of the world. Allan is also a director of Oxford Group Limited, a merchant bank. 
 
  
Chris MacKay
BCA, CFP, CLU, Fellow FPIA, JP, FLBA
 
Chris is managing director of Chris MacKay Financial Planning.  He graduated with a BCA with a major in Tax, Trusts and Estate Planning in 1976 and has been an insurance and investment adviser since that time. Chris completed the NZ Diploma in Life Assurance in 1980 and has also qualified by examination to be a member of the NZ Institute of Chartered Insurance and Investment Advisers (CLU). In 1997 he became an inaugural Certified Financial Planner (CFP) and was the first New Zealander to hold both the CLU and CFP designations. He is a member of FPIA, LBA and MDRT.

 
Peter Cave
CFP, CLU
 
The Principal of Prime Planning Ltd.  Joined the financial services industry in 1988 from a background of engineering and management in both the United Kingdom and New Zealand.  Peter is a Certified Financial Planner and Chartered Life Underwriter. He is a member of the Financial Planners and Insurance Advisors Association Incorporated (FPIA).  Peter has completed Diplomas in Personal Financial Planning and Management in addition to his United Kingdom qualifications in engineering
 
 
Warren Skerret
DFP, ChFC, CFP
 
Currently the CEO and Principal of Skerret Financial Planning. Warren is also a director for Prospero, the Primary Investment management system used by key Advisers. This role involves being part of the Investment committee that overseas key decisions in conjunction with Prospero Research team in the selection and implementation of products. Warren is a member of Financial Planners and Insurance Advisers Association (FPIA) since 1982  and a member of Invercargill Rotary Club

 

Articles worth a read!

So how do you get your financial life in order? It's not just by earning more. Your lifestyle and spending is directly proportional to how much you earn, so even wealthy people can face the same stresses. The key is to HAVE A PLAN. Plans offer certainty and direction. Few Ready for KiwiSaver Few Firms Ready As Kiwisaver Looms By DAVID KING - The Press | Tuesday, 30 January 2007 Only a Tackling under-insurance by Chris Mackay |  Tuesday, 16 May 2006 |  Financial Alert Several insurance Do you need to have $100,000 or $1 million by the time you retire? The Government wants you to save more, but the important question appears to be unanswered. Insurance: who really needs it? Most people believe they are forking out their hard-earned money for insurance cover they may nev Profiling the Board of Directors Chairman Anthony Ractliffe BA, BCom