Meet our advisers

 

Select a region on the map or scroll down to view a list of our advisers

NelsonSouthlandOtagoWest CoastCanterburyMarlboroughNorthlandTaranakiAucklandWellingtonWaikato / CoromandelCentralHawkes BayBay of PlentyEast Coast

Janice Vallance

Janice Vallance

Financial Adviser, Dunedin

Janice has over 25 years’ experience in banking and investment advice for leading New Zealand banks. Janice has a wide range of experience in helping New Zealander's achieving their financial goals and focused on delivering a high professional level of service to clients.

Janice looks after the Dunedin area for FANZ Private Wealth and holds a National Certificate in Financial Services (Financial Advice) [Level 5]. She is also an Authorised Financial Adviser.

Email janice.vallance@sbsbank.co.nz
Phone (03) 470 0491

A disclosure statement is available upon request and free of charge

“While going through a stressful redundancy, our adviser was able to structure our resources into a package that enabled us to continue with a good standard of living. If we had not used this professional advice we would have lost a considerable amount of money and not be in the comfortable position we are now”

“As a tyro in financial matters I am very dependent on an adviser and have found her reliable and straight. She inspires plenty of trust through her open manner”.

 

Del Smith

Del Smith  

Financial Adviser, Tauranga and Hamilton

Del has over 25' years experience in banking and investment advice.  Prior to joining the FANZ Private Wealth team she worked for LloydsTSB in the United Kingdom for 12 years as a Premier Manager and more recently as a Senior Investment Consultant for SBS Bank.

Del relocated back to New Zealand from the United Kingdom in 2006 and now resides in the sunny bay; her knowledge in the financial services sector enables her to help and advise clients with their investment and financial goals.

Del looks after the BOP and Waikato region's for FANZ Private Wealth and holds a National Certificate in Financial Services (Financial Advice) [Level 5]. She is also an Authorised Financial Adviser.


Email delwyn.smith@sbsbank.co.nz
Phone (07) 579 4683

A disclosure statement is available upon request and free of charge

“I have been a customer of SBS Bank for many years and have known Del Smith – Senior Banking Consultant for SBS Bank since she has been in Tauranga.  I have sought advice from Del over the years regarding banking and investments. Del is very professional in her advice which I value.  Del and her team are very involved in sponsorship for community projects and sports of all kinds throughout BOP”.

 

Peter Ophuis

Peter Ophuis

Financial Adviser, Christchurch, Papanui, Riccarton and Ferrymead

Peter has over 20 years' experience in the financial services sector with the past 8 years being served as an Adviser for FANZ. Peter specialises in the investment area and has a wide range of experience, he holds a Financial Planning Diploma and looks after the Canterbury area for FANZ Private Wealth. Peter is also an Authorised Financial Adviser.

Email peter.ophuis@sbsbank.co.nz
Phone (03) 341 3262

A disclosure statement is available upon request and free of charge

“I have been a client of Peter Ophuis for 3 years; I am impressed with Peter’s knowledge and attention to detail. He took the time to understand what was important to me as well as taking care to make sure I was comfortable with the information and the explanations given. He has never put me under pressure to make decisions”.

“We established a good rapport over many months prior to my investing. I find Peter very personable; he supported my desire to keep some of the existing investments that I wanted to keep. Peter has produced all of the reports and information I have requested in a timely manner. He is more than happy to answer any questions that I ask and I enjoy meeting with him on a regular basis. I appreciate the benefits of having a financial adviser and with Peter’s good skills and enthusiasm, I feel my money and I are in good hands. I would happily recommend Peter Ophuis”.

 

 Grant Watson

 

Grant Watson Financial Adviser, Christchurch

Grant has over 20 years' experience in the financial services, funds management and investment advice industries. He is also a general member of the Institute of Financial Advisers. Grant's focus is on helping investors to create and preserve wealth, through open discussion and personalised investment strategies. Together he is part of a passionate team of people focused on helping investors achieve their life stage goals. Grant looks after the Christchurch area for FANZ Private Wealth and holds a National Certificate in Financial Services (Financial Advice) [Level 5].Grant is also an Authorised Financial Adviser.

Email grant.watson@sbsbank.co.nz
Phone 03 384 1903

Cell 021 923 171

Fax 03 376 6298

 

A disclosure statement is available upon request and free of charge

“Grant Watson has been our financial adviser for 6 years and we have appreciated his professional approach regarding our investments. We are regularly updated with portfolio reports and acknowledge his sound advice and willingness to explain thoroughly the reports and state of the markets. He has an aptitude to explain investment and market terminology in language that is easy to understand and uses examples to elaborate on any difficult details.
As well as Grant's regular visits he is also easy to contact regarding any questions we may have and is only too pleased to help.
Our good working rapport was established when Grant was able to rectify problems that we had from a previous provider and redirect our finances into positive growth.
The relationship has grown from there and we are very pleased to have his financial advice continue into the years ahead”.

 Martin

 

Martin Lubransky  Financial Adviser, Tasman/Marlborough

Since 1992, Martin has been successfully providing investment advice to numerous personal clients and Family Trusts located throughout New Zealand. Martin holds a Bachelor of Commerce and Administration from Victoria University, a Postgraduate Diploma in Personal Financial Planning from Massey University, is a Chartered Accountant, a Certified Financial Planner and an Authorised Financial Adviser.
Martin can provide access to a complete range of investments that produce income and capital growth.

Email martin.lubransky@sbsbank.co.nz

If you would like sound, no nonsense investment advice, phone 0800 727 2265. We provide a no obligation, no charge initial consultation.

A disclosure statement is available upon request and free of charge

 

 

 

 

 

 Monique Morton

Monique Morton

Financial Adviser, Southland

Monique joined FANZ Private Wealth in July 2011 after working for 18.5 years in the financial services industry. She has held various roles during that time including management positions within Westpac NZ Limited; some of which included a Financial Adviser, a Residential Lender and most recently as a Business Banking Manager.

Monique enjoys meeting people within the community and assisting them in reaching their financial goals. She is also Southland born and bred and when not working promoting KiwiSaver, enjoys the company of family and friends. Monique holds a National Certificate in (Financial Advice) [Level 5] and is also an Authorised Financial Adviser.


Email monique.morton@sbsbank.co.nz
Phone (03) 211 2347

A disclosure statement is available upon request and free of charge

“Monique, we would like to thank you and the SBS staff who were involved in giving our staff the opportunity to explain the benefits of KiwiSaver. It was very informative to the staff, being able to hear this and for them to ask questions that many of us had been unclear on; you answered in such a manner that we all could understand.

We have since had existing employees join KiwiSaver, including my daughter since your meeting; this has proven to be a very good outcome and I’m sure there will be other staff members join in the near future”.

 Allison Cooper

Allison Cooper

Financial Adviser, Southland

Allison came into FANZ Private Wealth with a considerable amount of experience having spent 22 years in the BNZ, working in Queenstown, Gore, Winton and Invercargill. Allison performed a variety of management roles for the BNZ during her banking career. Prior to joining SBS Allison worked for six years as an Insurance Broker and Superannuation Consultant for a financial planning firm in Invercargill. Allison looks after the Southland region for FANZ Private Wealth, holds a National Certificate in (Financial Advice) [Level 5] and is also an Authorised Financial Adviser.

Email allison.cooper@sbsbank.co.nz
Phone (03) 211 1236

A disclosure statement is available upon request and free of charge

“After looking at various financial companies when we sold our farm in 2002, we settled on FANZ and have not been disappointed. Their representative has been very helpful in setting up our portfolio and has kept us advised on its performance. We would recommend FANZ to prospective clients”.

 

 Neil Bramley

Neil Bramley

Financial Adviser, Hawkes Bay

 
Neil has over 30 year's experience in the Financial Services Industry. Before emigrating to New Zealand in 2003, Neil worked for several major UK Insurance Companies, including Prudential & Scottish Provident, specialising in retirement and Investment planning. He joined SBS Bank in 2003 upon arriving in Invercargill and worked as their Senior Investment Consultant before becoming Invercargill Branch Manager in 2007. After 6 years Neil and his wife decided they would like a lifestyle change and moved to the Hawkes Bay at the end of 2013.
 
Neil holds a National Certificate in Financial Services (Financial Advice)(level 5) and is an Authorised Financial Adviser.

Email neil.bramley@sbsbank.co.nz
Phone (06) 876 2394

A disclosure statement is available upon request and free of charge

"We've known Neil for several years and during that time he has always acted totally professionally and courteously in all our dealings. He talks a lot of good, basic sense and has always put our best interests first. We would happily recommend Neil to all SBS Bank customers"

 




Derek Young standing

Derek Young

Executive Director- Wellington

Derek Young is one of New Zealand’s most experienced funds management professionals. Derek has over 20 years' experience working for leading funds management organisations such as TOWER, ANZ Funds Management and ING in senior management roles. Prior to joining FANZ, Derek was a General Manager for ING as well as being responsible for the operations of ANZ Life New Zealand.

Derek holds a Bachelor of Commerce and Administration and is also a Chartered Accountant.

Email derek.young@sbsbank.co.nz
Phone (04) 499 6936




 

 Graham Duston standing

Graham Duston

Executive Director- Christchurch

Graham has 20 years' experience in the financial services industry, and has extensive investment management experience. During his time in the industry Graham has been responsible for the introduction and management of some of New Zealand’s most successful investment programmes such as TOWER’s TORTIS Funds and ANZ’s Ascent Investment Programme. Prior to joining FANZ he was the General Manager of ANZ Funds Management and New Zealand Manager of ANZ Life New Zealand and has also held senior management roles with TOWER Trust Services and Armstrong Jones (now ING/OnePath). He is a Southlander and holds a Bachelor of Commerce and Post Graduate Diploma in Commerce from Otago University. He also holds a National Certificate in Financial Services (Financial Advice) [Level 5] and is an Authorised Financial Adviser (AFA).

Email graham.duston@sbsbank.co.nz
Phone (03) 963 4917

A disclosure statement is available upon request and free of charge