Meet the Workers - Client Advisers
There for our clients
Roger gives the okay
Protecting portfolios from the devastation of speculative bubbles is a constant challenge for Roger, our senior client adviser. Recreationally, it's keeping the bubbles coming while steering clear of the reef sharks, that keeps him in the swim.
Roger has been with GMI since 2003 seeing the business grow from 8 staff and managing some $150m of client savings, to 40+ staff managing $1.5b. Prior to that he managed primarily fixed interest portfolios at ANZ Investments in both Wellington and Melbourne for 10 years. He is also a member of INFINZ (Institute of Finance Professionals New Zealand Inc). Roger has a Masters Degree in Business Administration majoring in Finance, and has nearly 20 years financial markets experience.
Roger is an Authorised Financial Adviser (AFA).
Roger's disclosure statement.
Lauchie the running man
Lauchie left the rat race of London and joined the GMI Ops team in 2009. He has now run over to the Client Services team where he runs the ruler over many a retirement portfolio and advises clients that investing in markets is more like a marathon than a sprint.
Lauchie has more than six years’ experience in financial services and wealth management working with some of the biggest names in the industry including UBS, Forsyth Barr and Morgan Stanley. Lauchie has a Bachelor of Commerce in Finance from the University of Canterbury and a Graduate Diploma of Applied Finance and Investment in Corporate Finance, Investment Analysis and Investment Management through the Australian Securities Institute. He has worked for firms in Australia and the United Kingdom and came home to New Zealand and joined GMI in 2009. He is based in our Auckland office.
Lauchie is an Authorised Financial Adviser (AFA).
Lauchie's disclosure statement.
Sumati
Sumati Govind recently joined the GMI client management team, after seven years with the Todd Corporation, where she was the investment advisor for the Todd family. Prior to that, she worked for more than 20 years at AMP Capital Investors as a client relationship manager. Sumati has a Bachelor of Science degree (Mathematics) and a Bachelor of Commerce and Administration (Financial Accounting) degree, both from Victoria University of Wellington.
Sumati is an Authorised Financial Adviser (AFA).
Sumati's disclosure statement.
|