Snr Business Development Manager
Nicklaus has been working in the financial services industry since 2016 and is passionate about providing professional funding solutions for customers. He holds a Bachelor of Commerce with a double major in Accounting and Finance. In 2019 Nicklaus achieved results in the top 10% worldwide for the CFA exam. His diverse cultural background also helps Nicklaus an provide an equally high level of service for customers.
SNR BUSINESS DEVELOPMENT MANAGER
Johnny has been in the financial industry as a Registered Financial Adviser for over five years, holds a Bachelor of Commerce degree and national certificate in financial service. He has excellent analytical skills and a good understanding of the property market. Originally from Taiwan, Johnny has bilingual ability as well as extensive understanding of diverse cultures. He is able to think from different perspectives and assist clients in ways that are most suitable for them. Johnny is highly motivated and is passionate about helping clients to achieve their goal with excellent client service.
Lillian spent five years working in one of New Zealand’s leading banks, and excelled as Business Relationship Manager. Lillian has a degree in Accounting and International Business and has in-depth experience in Business and Personal lending. She has helped many clients achieve their financial goals – from homeownership to building an investment portfolio. She is passionate about FINAX’s vision of “Empowering New Zealanders to build Financial Confidence & Financial Independence” and it inspired her to find the best solution for clients to achieve their financial goals.
Hans is a registered financial adviser, holds a bachelor degree in commerce and a national certificate in financial services. Hans worked in one of New Zealand’s leading banks for five years, he has received numerous awards and was recognised as one of the top insurance advisers. During his tenure in the financial industry, Hans has gained a wealth of knowledge and experience in the insurance field. Hans is extremely-customer centric, he is a strong believer of FINAX’s vision “Empowering New Zealanders to build financial confidence and financial independence”, Hans does not want his clients’ financial freedom goals to be stagnated by any unforeseen events in life, that’s why he is passionate about building tailor made safety nets for them.
Business Development Manager
Rebecca joined Finax in 2020 as an assistant financial advisor. She is a provisional member of Chartered Accountants Australia and New Zealand and working towards the CA qualification. She has been working in the accounting industry since 2018. Her accounting background can provide clients with financial advice, as well as tax implications for any transaction made by the client. She has a strong accounting and tax professional with a Master of Commerce focused in Commercial law, which could help clients to their success in the future.
Yvonne holds a Bachelor’s degree in commerce with double majors in Finance and Marketing. She has been working in the Financial Services industry since she graduated from university in 2018. Her background in Finance and Marketing makes her very attentive to the ever changing financial market, enabling her to assist customers with professional advice to help them to achieve their financial goals and dreams.
Business Development Manager
Violet joined Finax Mortgages in February 2021. Having previously worked in one of New Zealand’s leading banks for five years, she brings a wealth of knowledge in Banking products and markets to Finax.
Violet has specialist skills in Relationship Management, Financial Analysis and Planning from her extensive experience in working with investors and businesses throughout her career. With her great people skills, Violet values her relationships with her clients and is passionate about helping them get one step closer to achieving financial freedom through property.
Client Relationship Manager
Keelan holds a Bachelor’s degree in Finance and has been working in the Finance Sector since late 2018. Previously his experience has been primarily in the Travel Sector, and now his efforts are focused on developing personal growth for clients over the long term. He may be relatively new to the space but he has always held his clientele in high regard and works everyday to ensure they reach their goals and dreams.
Client Relationship Manager
Alice has been working in the banking industry for over three years and has extensive experience helping customers with their financial needs. Alice holds a Bachelor of Commerce Degree with Majors in Finance and International Business. She is passionate about using her knowledge and experience to help customers to achieve their financial goals with her customer-oriented attitude.
Justin has a bachelor of commerce degree majoring in economics and commercial law. He is good with taxation and has a real passion for the property market. He is results and data driven, he loves problem solving and believes there is a solution for every client. He promises to work hard and deliver results above and beyond his clients expectations.
Chief Financial Officer
Darren joined Finax in 2021 as lending assistant. He holds a bachelor degree of Commerce (major in accounting). After 3 years’ study in Canberra, Darren moved to Melbourne and worked in the accounting industry from 2017. Darren’s accounting background can help better understand clients’ financial position. He is passionate about helping clients to achieve their financial goals.
Cindy originally stepped into the property industry as the Real Estate agent in 2015. She has a Bachelor of business degree majoring in Finance and focused on customer service and property market for over 6 years. To combine the finance background with property experience, Cindy will provide the professional service with her expertise to assist customers along the property journey.
Video Content Producer
Anthony is our video production guru with a decade’s worth of experience in the creative industry. Half of his career was spent working in the charity sector, most notably working with World Vision. His personal drive for self improvement pushes him to consistently update his creative flair to keep his work relevant and fresh. Possessing an invaluable skill set in videography, he happily sits with the Marketing team helping Finax advance the quality of their digital content.
He is a storyteller at heart having been involved in the creation of a number of documentaries and short films which have been featured in film festivals such as the New Zealand International film festival and the Tribeca Film Festival in New York City.