Financial Advice NZ New Board Appointments


Financial Advice New Zealand has announced three newly appointed Practitioner Board Members.

John Bolton, Cecilia Farrow, and Stephen O’Connor have been elected by members to fill the positions.

Squirrel CEO, John Bolton

The announcement was made at the Financial Advice New Zealand AGM held at the recent National Advisers Conference in Rotorua.

Members chose from nine nominees across the four advice specialities of mortgage, insurance, investment and financial planning.

Financial Advice New Zealand Board Chair, Sue Brown, says the Practitioner Board Members are the expert voice for their advice speciality.

Triplejump Risk Management CEO, Cecilia Farrow

“As we work towards the vision of Financial Advice New Zealand – building trust and confidence with Kiwis and helping more New Zealanders benefit from quality advice – it’s crucial that all areas of advice are well represented. We are extremely pleased to have such high calibre advisers joining the Board,” said Brown.

Bolton is the CEO of Squirrel, one of the largest branded mortgage advisers in New Zealand.

Farrow is the Founder and CEO of Triplejump Risk Management and has been lifting the standards of advice in the life risk sector throughout her 23-year career.

Mitre Wealth Management Principal, Stephen O’Connor

Long-time AFA, CFP and a Fellow Chartered accountant, O’Connor is the principal of Invercargill based Mitre Wealth Management.

The three new Practitioner Board Members join Brown and Independent Board Member, Kate Morrison, to form the inaugural Financial Advice New Zealand Board.

Brown extended her thanks to the two departing Establishment Board Members, Bruce Cortesi and Michael Dowling, who stepped down last week.

“I would like to thank them both sincerely for their tireless passion and commitment in bringing Financial Advice New Zealand to life,” said Brown.