Group Chief Executive Officer, Head of Credit DipBus (Finance), F Fin
Group Chief Financial Officer, Head of Treasury, Head of Risk BA (Hons) Econ, Grad Dip App Fin & Inv., F Fin, FRM
Chief Financial Officer, Head of Treasury, Head of Risk
David is a Fiji citizen with over 25 years of investment banking experience in New Zealand, Fiji, and the Pacific. He is highly experienced in financial risk management, evaluating business feasibility, acquisition, divestiture, valuation, due diligence and financing transactions. David was previously Manager, Corporate Advisory at Macquarie Bank in New Zealand. Prior to that, he managed the Department of Public Enterprises in Fiji, where he oversaw the development and implementation of Fiji’s public enterprise reform programme. He has extensive experience as a business and economic analyst, having previously filled this role at Telecom New Zealand, New Zealand Treasury and Shell Oil (NZ).
David holds a Bachelor of Arts (First Class Honours) in Economics from Victoria University of Wellington, New Zealand and is a Fellow of the Financial Services Institute of Australasia (FINSIA), having completed the Graduate Diploma in Applied Finance & Investment. He is a member of the Global Association of Risk Professionals (GARP) and is certified with the Financial Risk Manager (FRM) designation. He is licensed by the RBF as an Investment Adviser and Broker Dealer Representative.
Head of Products and Distribution
A New Zealand citizen, Phillip has over 30 years of financial services experience, specialising in relationship-managed sales in direct and intermediary channels. He was previously General Manager of NYSE-listed GE Capital’s NZ Mortgage business and ran credit, collections and loss-recoveries
functions for Pacific Retail Finance. He also served as Head of Collections for AGC Finance (owned by Westpac Bank) managing a human resource of 60 employees. Phillip assisted with establishing Simply Insurance for Pacific Retail Finance, which achieved a maiden NPBT of NZ$8.9m in its first full year of operations. At PRF, he conducted risk analysis of Direct Channel products and processes and detailed process approval of all distribution collateral including TV campaigns, radio, direct mail and print media.
He also ran and owned a three-branch Wizard Home Loans franchise, writing loans of NZ$96m and won Wizard Home Loans performance awards in multiple years.