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Craig Myles, Director
Certified Financial Planner CM
DUNEDIN

Craig Myles

With extensive experience in all aspects of financial and investment planning, Craig is responsible for the overall business and strategic development of Myles Wealth Management Ltd. A key part of that process is dedicated focus towards the legal and accounting firms with which Myles Wealth Management Ltd works. Craig joined the practice in 1982 and has played a key role in the Investment Advisers and Financial Planners Association (IAFP) – he has been on its National Board and is also a past member of the overseas branch.
In addition, Craig is a director of a number of companies and has extensive community involvements.

Craig’s interests include fishing, skiing, and boating, which he enjoys sharing with wife Rob and their children Matt, Mandy and Tom.

Chris Wasley, Director
Certified Financial Planner CM, BCom, Chartered Accountant
CHRISTCHURCH

Chris Wasley

As a director of Myles Wealth Management Ltd, Chris is responsible for the Christchurch and Ashburton offices. He started his career as a Chartered Accountant before changing focus to be a Financial Planner. Chris says he finds that he gets far greater satisfaction from helping clients reach their personal and family wealth goals than he does from preparing business accounts and tax returns.

In his spare time, more often than not Chris can be found at the local beach or sports ground in Sumner keeping his two young ones, Ben and Millie, out of mischief, whilst at the same time spending quality ‘father time’ with his two teenage boys, Steve and Sam.

Peter Ashworth, Client Adviser
Certified Financial Planner CM, Graduate Diploma in Business Studies, endorsed in Personal Financial Planning
DUNEDIN

Peter Ashworth

Peter is a client adviser based in our Dunedin office. Peter commenced his financial planning career in Wellington, but returned to his home town of Dunedin to further his career. In 1997, Peter completed the university study necessary to qualify as a Certified Financial Planner and joined the team in 2000. Peter says that he feels honoured to work closely with so many great clients. “Being able to share in their lives and help clients is indeed a great privilege.”

Beyond office hours, Peter splits his time between his family – wife Sharon and boys Ryan and Matt – a leadership role in the Scouting Movement and his interest in fishing and cycling.

Kevin Luff, Client Adviser
Certified Financial Planner CM
Graduate Diploma in Business Studies, endorsed in Personal Financial Planning

DUNEDIN

Kevin Luff

Kevin is a client adviser based in Dunedin, with clients widely spread from South Otago to Central Otago and Timaru. Prior to joining the company in 1999, Kevin was a manager of a major trading bank. Kevin enjoys finding out what is important to his clients and working with them to achieve their ambitions.

Away from work, Kevin enjoys spending time with his family – wife Sandra and children Curtis and Abby. Kevin loves music and is a keen golfer and fisherman.

Fiona Woodford, Client Adviser
Certified Financial Planner CM
Graduate Diploma in Business Studies, endorsed in Personal Financial Planning

CHRISTCHURCH

Fiona Woodford

Fiona has worked in the financial services sector since 1990, accumulating experience in all areas of financial planning. She predominantly wears three hats – the preparation of financial plans, meeting with clients regularly to review investment strategies and goals, and advising clients on risk management issues. Fiona is currently studying towards a Graduate Diploma in Business Studies, endorsed in Personal Financial Planning. Fiona likes the variety her role offers and enjoys meeting new people. In particular, Fiona takes pleasure in helping clients to define their financial and lifestyle objectives and develop a personal plan to achieve their goals.

When Fiona is not working or studying, she is raising her two daughters – Emma and Rebecca – and loves to watch them dance and play netball. She also enjoys socialising with friends and watching sport.

David Mercer, Client Adviser
Certified Financial Planner CM
BCom, Graduate Diploma in Business Studies, endorsed in Personal Financial Planning
CHRISTCHURCH

David Mercer

David has been a client adviser in our Christchurch office for the past four years, and has worked in the financial services sector gaining significant investment industry experience in a variety of management roles for the past 25 years. As a ‘people’ person, David moved into a specialised financial planning role to enable him to work more closely with clients and help provide long-term guidance for their financial and lifestyle goals.

David has a very busy home life and, together with his wife Pamela, spends a lot of time involved with his children Haley, Emily and Caitlin and their many sporting activities. David is also an avid road cyclist, mountain biker and swimmer, as well as an expert armchair rugby referee.

Andrew MacKenzie
Development Manager/ Client Adviser
DipBank, AIF
®, F Fin, Prov Member of the IFA
WANAKA

David Mercer

Andrew has recently joined Myles Wealth Management and is leading the development of our Southern Lakes business, based in Wanaka. Prior to joining the company he was an executive with a major bank. Andrew commenced his financial services career in 1980, in Christchurch and has since worked throughout New Zealand and in Sydney, Australia.

Andrew says having a financial plan is important no matter what age and stage people are. He has a passion for working with clients towards the achievement of their long term goals, in a business that is based in New Zealand for people who choose to live in New Zealand.

Born in Queenstown, Andrew has returned to his roots to further his career and personal goals. With his wife Frances, son James and daughter Bronte they enjoy all that the Wanaka environment has to offer as well as travelling overseas to explore new countries.

 
A disclosure statement is available on request and free of charge.
dunedin
level 2 bracken court 480 moray place P 03 477 4647 F 03 477 4501
E dun@mywealth.co.nz
christchurch
first floor, 155 kilmore street P 03 366 9088 F 03 366 9086
E
chch@mywealth.co.nz
ashburton
201 west street P 03 307 1333 F 03 308 1246
E
ash@mywealth.co.nz
southern lakes
unit 7 12 frederick street wanaka P 03 443 2300
E lakes@mywealth.co.nz