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The Strategic Team

Michael Taylor CFPCM  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 brings a unique set of skills from a background in teaching, chaplaincy in the Royal Air Force and 20 years in business. Michael is also co founder of OMNIMax Software Solutions Ltd in NZ and Director of OMNIMax India Ltd.


Ewen Cameron

Ewen has a Bachelor of Commerce & Management from Lincoln University (1989) and has completed a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University in December 2008.

Ewen was initially (2000) the Client Services Manager for Strategic.  Since 2005 he has been providing advice to clients. Ewen is usually the first person you will speak to when contacting Strategic.


 

David Luke

David has a Bachelor of Business Studies (Majoring in Finance and Economics) from Massey University and will complete his last paper for the Diploma in Financial Planning at the end of 2010. David joined Strategic Financial Planning in August 2009 and will have completed his Diploma in Financial Planning at the end of 2010. David has had previous experience in Financial Services in South Africa. David assists with Research on investment solutions and under Michael's supervision provides advice.





Sandra McElroy  

Sandra oversees the administration relating to the management of investments. Her keen eye for detail is a a great asset. Sandra supports Ewen in the Back Office functions of Investment Administration.









Howard Taylor

Howard is Strategic's accountant and comes from an experience rich background ranging from a partner in a major accountancy practice, company management and establishing Kingdom Resources, a charity aiding those who have been caught in difficult times. No relation to Michael who often refers to him as his "Dad".















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Advisor & Practice Manager Ewen Cameron B.C.M.,GDip BS (PFP) 03 3778046 
Director & Principal Adviser Michael Taylor BD (Hons) London, Cert. Ed. Dip BS (PFP), CFP, AFA 03 377 8046 
    
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