Meet the Team with Experience

The team consists of:


Michael Taylor

Michael Taylor AFA founded Strategic Financial Planning Ltd and has been an Adviser since 1989. Michael was one of the first 10 advisers in New Zealand to be granted an AFA License by the Securities Commission on the 1st December 2010.Michael developed the systems and processes that enable  the wide range of solutions to be offered to Strategic’s clients. Michael has a Bachelor of Divinity (Hons) from London University (1985), Teaching Diploma from Bristol University (1970), Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University (1993), Certified Financial Planner with current certificate to practice from the Institute of Financial Advisers.

Michael is a pioneer in Independent Advice & Commission Free Services for both Investing and Insurance solutions.

Michael brings a unique set of skills from a background in teaching, chaplaincy in the Royal Air Force and 25 years in advising clients. Michael is also Co Founder of OMNIMax Software Solutions Ltd in NZ and Director of OMNIMax India Ltd empowering clients with online tools.

Primary Disclosure Statement Michael Taylor CFP AFA (817.5 KiB)

Secondary Disclosure Statement Michael Taylor (974.0 KiB)

 

 

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Ewen Cameron

Ewen Cameron

Ewen Cameron AFA has a Bachelor of Commerce & Management from Lincoln University (1999) and completed a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University in December 2008.

Ewen joined Strategic in 2000 as Client Services Manager. Since 2005 he has been providing advice to clients . Ewen is usually the first person you will speak to when contacting Strategic.

 

Primary Disclosure Document ERC AFA (147.8 KiB)


Secondary Disclosure Document ERC AFA 17 03 (183.0 KiB)

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