Principal Financial Adviser, FA
Trish is the proprietor and principal financial adviser. She provides the investment leadership and has frequent direct contact with clients. Trish works with a small team and gets investment input and advice from a diverse range of finance industry specialists.
Financial Adviser, FA
Peter has been an investment adviser for over 30 years, operating from Wellington. Peter has been employed by a variety of share broking firms in New Zealand, such as ANZ Securities, Macquarie Private Wealth New Zealand, DF Mainland and Direct Broking Limited throughout his career. Peter joined Prosperity Partners Trust in 2018 as an adviser to assist Prosperity Partners in reviewing asset allocations.
Katie is responsible to all aspects of portfolio administration, client reporting and new client on-boarding. Katie worked for Prosperity Partners Trust for five years after graduating with a Bachelor of Business Studies (BBS) from Massey University before travelling overseas and working for Fund Managers both in London and Melbourne for a good part of 10 years.