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General Manager, BCom, INFINZ (Cert)
Matthew was appointed General Manager in May 2018, having joined the Corporate Trustee Services team in Auckland in January 2005. Prior to this he held banking, treasury, fund administration and operations positions in the finance sector in New Zealand and in the UK. He has had previous experience supervising Managed Investment Schemes, Non-Bank Deposit Takers, Debt Issuers and Retirement Villages.
Head of Client Supervision, BCom, ACA, INFINZ (Cert)
Shahazad has been with the CTS team in Auckland since 2003. He has around twenty years’ experience in the Financial Services sector. Prior to Trustees Executors, he spent three years with TOWER Portfolio Administration Services providing retail custodial investment services. Prior to emigrating to NZ in 2000, spent six years with India’s first and largest Custodian and Depository participant promoted by leading Indian institutions. Shahazad’s appointments cover Managed Investment Schemes, Debt issuers and Non-Bank Deposit Takers.
Senior Client Manager, INFINZ (Cert)
David joined the Corporate Trustee team in 2018 after emigrating to New Zealand from South Africa. David has over twenty years of experience working in the South African banking and finance industry. David has held leading roles within the operational and sales environment and dealt with a wide range of clients, from SMEs to multi-national corporates.
David’s appointments cover Non-Bank Deposit Takers, Managed Investment Schemes and Councils.
Senior Client Manager, BA, INFINZ (Cert)
Justine joined the Corporate Trustee team in 2018. Justine has an extensive background in financial services both here in New Zealand and overseas, including banking, trading and clearing, custody, and client operations. Justine has also led a number of operational teams in custody, private wealth and personal trustee services. Justine holds a Bachelor of Arts (majors in Political Science and History) from Victoria University, and has completed her securities and derivatives exams.
Justine’s appointments covers Managed Investment Schemes and Retirement Villages.
Client Manager, BCA, CA, CFE
Susan re-joined the CTS team in July 2018, having previously worked at Trustees Executors in 2016. Susan is a forensic accountant and conducted investigations into financial service providers when she worked at the Commerce Commission. She has also worked in fraud investigation, audit, and in company and trust administration in Jersey.
Susan’s appointments cover Non-Bank Deposit Takers, Retirement Villages and Managed Investment Schemes.
Client Manager, BBS, INFINZ (Cert)
Alex joined the CTS team in Auckland in October 2016. Prior to Trustees Executors, he worked in the financial services industry administering a mortgage trust, and worked as the Trust Account Manager for a medium sized Auckland law firm.
Alex’s appointments cover Managed Investment Schemes and Non-Bank Deposit Takers.
Roger joined the CTS team in June 2018. Prior to working at Trustees Executors he worked for NZ registered banks amassing a wide knowledge of Financial Markets products and Treasury functions.
Roger’s appointments cover Domestic Debt and Securitisation issuing Clients.
Client Manager, MA, DipTchg (Sec), GradDipBusStuds (Personal Financial Planning), CAIA
Michael joined the Corporate Trustee team in 2018. For most of Michael’s working career he has operated within the New Zealand managed funds industry in various capacities, including product distribution, investor communications, media relations, and personal financial advice. Michael has extensive experience as a freelance financial journalist.
Michael’s appointments include Managed Investment Schemes including Forestry, and Retirement Villages.