Head of Wealth Management, Wealth Management Adviser
Tobias has over 17 years’ experience in the Financial Services industry, he has held corporate roles from systems and distribution within banking and Wealth Management. His primary focus for the last 10 years has been as a business owner; his Hawkes Bay based Financial Advice business was integrated into the AdviceFirst network in September 2017.
Tobias now works for AdviceFirst in two key roles. He is a Wealth Management Adviser and he also sits on the Senior Leadership team as Head of Wealth Management.
As a Wealth Management Adviser, Tobias specialises in delivering tailored financial advice and portfolio management services to his Hawkes Bay based clients.
As Head of Wealth Management, Tobias is charged with enhancing Wealth Management Adviser capability and thereby deliver greater outcomes for clients.
Tobias lives in Hawkes Bay and is married to Jane. He enjoys spending time with his three children Oliver, Poppy and Isobel, mainly at his Central Hawkes Bay bach.
Tobias is an Authorised Financial Adviser, regulated by the Financial Markets Authority.