Direct Broking Team

Fiona Mackenzie

Head of Direct Wealth

Auckland

Fiona Mackenzie

Head of Direct Wealth

Fiona joined FNZC as Head of Direct Wealth in February 2018 and works with the broader FNZC team to develop investment solutions for retail investors. She is responsible for the strategic alliance with ANZ, including the integration of Direct Broking (formerly known as ANZ Securities).

Prior to joining FNZC, Fiona was Head of External Investments and Partnerships at the Guardians of New Zealand Superannuation from 2011 through 2017. She oversaw a portfolio of private equity, private equity real estate, and active return investments. She was also responsible for the Guardians’ strategic partnerships, both with investment managers and sovereign wealth fund peers. From 2014 through 2016 she was chair of the Guardians’ Investment Committee, which is responsible for the overall portfolio and investment approach.

On her return to New Zealand from the United States in 2009, Fiona joined NZX as Head of Traded Products and then Head of Markets. During her time with NZX she oversaw the launch of the derivatives market and the Fonterra Trading Among Farmers market. Whilst in the United States, Fiona worked within Morgan Stanley’s Institutional Equities Division in New York and then San Francisco. Prior to business school, she worked with Credit Suisse New York as part of their e-commerce product development team then in the Office of the CFO until 2004.

In her early career Fiona was a Senior Tax Advisor with Deloitte in Auckland. She holds a Masters of Business Administration from Columbia Graduate School of Business (New York) and a BCom (Accounting) / LLB from Otago University. She is also a trustee for the Outward Bound Foundation, and sits on the Board of INFINZ (Institute of Financial Professionals in New Zealand).

Outside of work, Fiona enjoys a range of outdoor activities with her partner and twin daughter and son.

Alana Barron

Head of Client Solutions

Auckland

Alana Barron

Head of Client Solutions

As Head of Client Solutions, Alana works across the firm's initiatives to ensure FNZC provide a full range of capital solutions and services to our clients. She is lead relationship manager for the Direct Broking Intermediaries to ensure they are connected with the various FNZC services that support their businesses and clients. She joined FNZC in 2015 on the Institutional Equities desk providing local and international fund managers with research sales service, and NZ corporates with international investor relations advice.

Prior to joining FNZC, Alana worked for Deutsche Bank in Sydney and Hong Kong, providing Asia-Pac fund managers across the region with research sales coverage and advising corporates on international investor relations. Before this, she spent a decade in New York, initially as an investment banking analyst for JP Morgan and latterly as Trade Commissioner for New Zealand Trade & Enterprise.

Outside of work, Alana enjoys spending her time with her husband and two children.

Aaron McGrath

Client Experience Manager

Wellington

Aaron McGrath

Client Experience Manager

Aaron joined FNZC in 2018 as Client Experience Manager in the Direct Wealth division as part of the Direct Broking acquisition (originally ANZ Securities). He is responsible for ensuring our Direct Broking clients have a seamless and world class experience from account opening (on-boarding) through to client queries and trade executions.

Prior to joining FNZC, Aaron worked in various roles at ANZ Bank. Starting in 2001, he worked in Institutional Operations leading International Payments and Market Operations teams. He was part of the integration of ANZ NZ Securities (formerly Direct Broking Limited) into ANZ Market Operations in 2013 and most recently has been Operations Manager of ANZ NZ Securities covering equity and fixed interest settlements, Client On-boarding (account opening) and the Client Service Team.

Outside of work, Aaron enjoys restoring classic cars and will jump at any opportunity to head out on the water in summer.

Vivienne Zeier

Head of Client Accounts

Wellington

Vivienne Zeier

Head of Client Accounts

Vivienne joined FNZC in 2018 as Head of Client Accounts in the Direct Wealth division as part of the Direct Broking acquisition (originally ANZ Securities). She is responsible for leadership and executional excellence of the client account opening (on-boarding) experience across the Direct Wealth, Wealth, and Wholesale divisions.

Prior to joining FNZC, Vivienne worked for ANZ (formerly National Bank) since 2001 in various roles within Market Operations, on-boarding Markets customers and maintaining related products in numerous systems.

Outside of work, Vivienne enjoys spending time with family & friends, exercising at the gym and walking her dog.

Jacob Congdon

Client Support Specialist

Wellington

Jacob Congdon

Client Support Specialist

Jacob joined FNZC in 2018 as a Client Support Specialist in the Direct Wealth division as part of the Direct Broking acquisition (originally ANZ Securities). He is responsible for supporting new and existing clients with Direct Broking queries.

Prior to joining FNZC, Jacob gained extensive experience worked for ANZ Bank in various client service roles for 19 years.

Outside of work, Jacob spends his time Muay Thai kick boxing, playing football, watching movies, wine tasting and entertaining his babies (cats).

Conor Moynihan

Client Support Specialist

Wellington

Conor Moynihan

Client Support Specialist

Conor joined FNZC in 2018 as a Client Support Specialist in the Direct Wealth division as part of the Direct Broking acquisition (originally ANZ Securities). He is responsible for supporting new and existing clients with Direct Broking queries.

Prior to joining FNZC, Conor worked for ANZ Bank since returning to Wellington in 2011 in various client service roles within Investments (Term Deposits), the Contact Centre (issuing lending to clients), and most recently ANZ Securities. Before this he gained his client service skills through his roles based New Zealand in the retail, car rental, and energy industries.

Outside of work, Conor spends his time on property renovations.

Misi Fata-Meafou

Client Accounts Administrator

Wellington

Misi Fata-Meafou

Client Accounts Administrator

Misi joined FNZC in 2018 as a Client Accounts Administrator in the Direct Wealth division as part of the Direct Broking acquisition (originally ANZ Securities). He is responsible for opening accounts for new Direct Broking clients (on-boarding) and providing ongoing maintenance to client accounts.

Prior to joining FNZC, Misi worked for ANZ Bank in a client on-boarding role since 2008, starting in the Market Operations division and moving to ANZ Securities in 2014.

Outside of work, Misi's time is consumed by sports. He plays Rugby and Rugby League at Masters Level, Social Touch Rugby and spends time with his family, whom all play sport in the weekends.

Madeleine Pumphrey

Client Accounts Administrator

Wellington

Madeleine Pumphrey

Client Accounts Administrator

Madeleine joined FNZC in 2018 as a Client Accounts Administrator in the Direct Wealth division as part of the Direct Broking acquisition (originally ANZ Securities). She is responsible for opening accounts for new Direct Broking clients (on-boarding) and providing ongoing maintenance to client accounts.

Prior to joining FNZC, Madeleine worked for ANZ Bank since 2013. She started at ANZ Australia then moved to ANZ New Zealand as a personal banker in 2014-2018 until her most recent role in the on-boarding team within ANZ Securities.

Outside of work, Madeleine plays first division women's football on the weekends and enjoy keeping active by going to the gym and kickboxing.

Sieni Wallis

Client Accounts Administrator

Wellington

Sieni Wallis

Client Accounts Administrator

Sieni joined FNZC in 2018 as a Client Accounts Administrator in the Direct Wealth division as part of the Direct Broking acquisition (originally ANZ Securities). She is responsible for opening accounts for new Direct Broking clients (on-boarding) and providing ongoing maintenance to client accounts.

Prior to joining FNZC, Sieni worked for ANZ Bank for almost 30 years in client service and on-boarding roles at a branch level, in foreign currency accounts, and most recently ANZ Securities.

Outside of work, Sieni enjoys travelling, reading, music , watching rugby & spending time with family.

Michael Watson

Client Accounts Administrator

Wellington

Michael Watson

Client Accounts Administrator

Michael joined FNZC in 2018 as a Client Accounts Administrator in the Direct Wealth division as part of the Direct Broking acquisition (originally ANZ Securities). He is responsible for opening accounts for new Direct Broking clients (on-boarding) and providing ongoing maintenance to client accounts.

Prior to joining FNZC, Michael worked with ANZ Bank since 2005 in client service and on-boarding roles in foreign currency accounts and most recently ANZ Securities.

Outside of work, Michael enjoys building model airplanes.

Treena Fitness

Senior Operator

Wellington

Treena Fitness

Senior Operator

Treena originally joined Jarden & Co in 1983 and has worked her entire professional career with FNZC. She heads up the Operator desk for the Direct Wealth and Wealth divisions, responsible for delivering executional excellence for clients.

She gained extensive experience working in a variety of roles in Operations. Treena is an NZX Adviser and a full NZX Dealer. She started operating on the NZX and offshore exchanges in 1996 and is now Head of Equity Retail Trading.

Treena likes to keep fit with cycling and the gym, and has represented NZ in Hockey at NZ Masters level.

Ben Petro

Fixed Income

Wellington

Ben Petro

Fixed Income

Ben joined FNZC in April 2017 as Director, Fixed Income. He works closely with Alana Barron supporting Direct Broking's intermediary clients, particularly in respect of fixed income investment products.

He entered the financial markets over 20 years ago and since then has been employed in fixed income roles encompassing trading, sales and origination - located in London and NZ. His most recent position was Director Credit Trading at ANZ Bank in Wellington where he was responsible for the price making, liquidity provision and management of a portfolio of NZD fixed income bonds.

Ben holds a Master of Business Studies from Massey University, a Bachelor of Commerce and Management from Lincoln University and is a NZX Associate Adviser.

Outside of work, Ben enjoys relaxing with his family, playing the occasional game of golf and is a keen mountain biker.

Tom Lawler

Operator

Wellington

Tom Lawler

Operator

Tom joined FNZC in early 2018 as an Operator in the Direct Wealth division. He is responsible for executing client orders on the NZX and international exchanges.

Prior to joining FNZC, Tom spent 2 years gaining experience working in UK’s financial markets. before this, he completed a Bachelor of Commerce at Otago University and is a fully qualified NZX Dealer.

Outside of work, Tom is an avid golfer and rugby player.

Dan Lewington

Operator

Wellington

Dan Lewington

Operator

Dan joined FNZC in 2018 as an Operator in the Direct Wealth division. He is responsible for executing client orders on the NZX and international exchanges.

Prior to joining FNZC, Dan worked at ANZ Bank since 2008. He started in the service team for ANZ Securities and was promoted to Client Service Manager before his most recent role as a Dealer for the past 5 years, during which he became a fully qualified NZX Dealer.

Outside of work, Dan can be found diving along Wellington’s coasts.

Laura Nicol

Operator

Wellington

Laura Nicol

Operator

Laura joined FNZC in 2018 as an Operator for the Direct Wealth and Wealth divisions. She is responsible for executing client orders on the NZX and international exchanges.

Prior to joining FNZC, Laura worked for the Royal Bank of Canada in various roles for almost a decade. This included working as an Investment Representative where she gave advice to clients in regards to their portfolios as well as asset allocations. She then moved to National Bank where she worked as a trader. Her passion for politics led her to complete a Bachelors in Political Science from Concordia University.

Outside of work, Laura enjoys hiking, camping, politics and architecture.

Thomas St. George

Operator

Wellington

Thomas St. George

Operator

Thomas joined FNZC in 2017 as an Operator for the FNZC Wealth Management Team. He is responsible for executing client orders on the NZX and international exchanges.

Prior to joining FNZC, Thomas worked at the New Zealand Racing Board as a Live Sport Trader whilst completing his Masters of Applied Finance at Victoria University of Wellington.

Outside of work, Thomas has won multiple medals at the national level in rowing and now enjoys playing golf in his spare time.

Alex Wilson

Operator

Wellington

Alex Wilson

Operator

Alex joined FNZC in early 2018 starting as a Morning Research Publisher and is now working on the Operator desk as an Operator Assistant. He is responsible for booking client orders and supporting new and existing clients with Direct Broking queries.

Alex is a recent graduate of Victoria University of Wellington with a Bachelor of Commerce majoring in Economics and Finance.

Outside of work, Alex is an outdoors enthusiast and enjoys keeping fit with mountain biking and road cycling.