Taranaki, Alan Rowell - Financial Adviser

Alan worked as an Insurance and Investment Adviser with Metropolitan Life Assurance Company NZ Ltd and Sovereign for 16 years, from 1984 to 2000. He then became a Director & Financial Planner for Broadbase Manawatu Ltd for 4 years. Alan has been a Member of the FPIA. since 1984. He has achieved a Merit Pass in each of the FPIA’s courses in Personal Insurance, Business Insurance, Disability Income Insurance and Introduction to Financial Planning.

Alan has completed studying for the Diploma in Business Studies (Personal Financial Planning) with Massey University's extra mural department. He has completed papers in The Financial Planning Process, Financial Institutes and Markets, Fundamentals of Investment, Property Investment, Financial Planning Implementation, Investment Planning, Estate and Tax Planning and Personal Risk Management. To his own surprise he has decided to carry on with his study and complete his BBS Economics. If you'd like to meet Alan for an initial discussion, please click here.

Alan's Personal Disclosure Statement is located here.

Taranaki - John Coltman, Director, Financial Adviser

John began his career in the New Zealand Police Force and spent 4 years gaining life skills that no other form of education could give him. John then had 3 years in the building industry before running his own retail business for 14 years, Van Helden Gallery, which had two locations, one in Days Bay and the other in Lambton Quay. The galleries were sold in 2001 and an opportunity arose to work with his brother Jamie at Advice Financial. John has a passion for people and is committed to helping clients achieve their personal and business financial goals.

John is a member of the Institute of Financial Advisers (IFA). The Institute's primary focus is to improve and enhance the professional status of financial planners and insurance advisers, and to advance the interests of members and their clients. If you'd like to meet John for an initial discussion, please click here.

John's Personal Disclosure Statement is located here.