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 well as selected clients across New Zealand.
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.