MEMBER NOTICE: ONGOING SCAMS – We are aware of a number of sophisticated fake websites and individuals claiming to be/represent SBS Bank. Never disclose any personal information to individuals claiming to be/represent SBS Bank, if you are unsure please call us directly on 0800 727 2265 and speak with a member of our team. Additionally, we remind Members to ensure they confirm payee account numbers are legitimate before submitting payments via internet or mobile banking. We process payments based on the information you have provided.

 

The SBS Wealth team

Sit down with a Financial Adviser from SBS Wealth to prepare a tailored investment plan to meet your long-term financial goals.  A copy of our Financial Advice Provider Disclosure Statement is available here.

Ricky Harper

Auckland

Ricky has over 15 years’ experience in the finance sector specialising in portfolio and wealth management.

Del Smith

Bay of Plenty

With over 25 years’ experience in the banking and financial services industry including providing financial advice for investment and retirement planning.

Christine Hughes

Tasman

Christine has over 18 years experience in the banking and financial services industry, and has been a financial adviser since 2011.

Sean Lewington

Hawke's Bay

Sean is an experienced wealth adviser who has successfully advised individuals, Trusts, Iwi, and rural clients throughout New Zealand for the past 16 years.

Matt Warne

Dunedin, Queenstown and Cromwell

Matt has over 11 years' experience in the financial services industry. His diverse skillset has been developed within private and retail banking.

David McBrearty

Christchurch

David has over 30 years’ experience in the finance sector and believes passionately in the value of good financial advice.

Annabel Riley

Southland

Annabel has over 30 years’ experience in the wider financial services industry, specialising in investment advice.

Jenna Haldane

Southland

Jenna has been in the financial services industry for 5 years, with the primary goal of creating meaningful outcomes for clients.

Digital Financial Advisers

Llivia Puig

Digital Adviser

After 7 years of retail banking and Leadership roles in Spain Llivia decided to relocate to New Zealand in 2014.

Del Smith

Digital Adviser

With over 25 years’ experience in the banking and financial services industry including providing financial advice for investment and retirement planning.

Fiona McClelland

Digital Adviser

Fiona is a born and bred Southlander with over 25 years experience in the financial services industry. She has been part of the SBS Bank team for the last 7 years.

Digital Adviser


Alana Gardiner

Leadership Team

 

Grant Watson

Digital Adviser

Grant has over 20 years' experience in the financial services, funds management and investment advice industries.

Monique Morton

Southland

Monique has over 25 years’ experience in the financial services industry; including management positions within the banking sector.

Kelly McNamara

Canterbury

Kelly has over 15 years’ experience in the financial services industry, primarily in Retail Banking and Portfolio Management.

Hayden Mulholland

Auckland, Waikato, Taranaki

Hayden is a Wealth Management specialist with a history of helping clients articulate and achieve their goals.