BUSINESS OPERATIONS TEAM
Our business operations team are experts in their fields, with the experience and know-how to ensure your client journey is a smooth one.
Based across our Stewart Group Hastings and Wellington premises, our team are always happy to help if you need it.
RORY O’NEILL
Rory joined Stewart Group in 2015 as Financial Controller and expanded his role to Head of Operations & Finance. He is now General Manager, and in 2022 he became a shareholder and Director of our holding company, Te Rehe Group. Rory is also a financial adviser, in addition to managing Stewart Group’s operations, he also works on the investment side of our business.
DR ADI DRORI
Adi joined Stewart Group in 2021 as an analyst after relocating to New Zealand from Israel. After completing her MBA, Adi discovered her passion for finance and now uses her finely-honed research skills, from her previous career in the pharma industry, in her analyst role.
ANNETTE MACLEOD
Annette started with Stewart Group in 2018, as our Investment Administrator. She has over 10 years of experience in the investment and wealth management sectors. As our Paraplanner, she is responsible for preparing and maintaining detailed client files & records.
STEPHANIE HOWE
Stephanie joined Stewart Group in 2021 and she is a Client Service Officer. She brings her wealth of knowledge from a strong background in banking, including business and rural lending, project work, and product development. Stephanie now is the go-to coordinator to our Wellington office, providing excellent support to our advisers and clients.
REBEKAH TRAFFORD
Rebekah joined our team in June 2024 as a Client Services Officer. She supports our wealth advisers and clients, utilising her many years of experience providing administration support across various industries including real estate and finance.
GERMAINE MEEUWS
Germaine is our Receptionist and PA to Nick Stewart. Germaine joined Stewart Group in 2021 as the friendly front of house for our Hastings office. She provides valuable support to both the team and our clients, helping us to maintain the high standard of care and service we pride ourselves on.
SUSAN JOHANSON
Susan joined the Stewart Group in May 2024 as the Group Finance and Operations Manager. She is a Chartered Accountant with CAANZ and has extensive experience in the financial services sector in New Zealand and internationally. Her expertise encompasses commercial, financial, and compliance aspects, and she is dedicated to creating value by interpreting and utilising financial data.
TARAIA ROBIN
Ngāti Kahungunu, Ngāti Porou
Taraia joined Stewart Group in 2021 as our Kiwisaver - Adviser Relationship Manager. With a strong background in financial services, Taraia is integral in driving Stewart Group's current and new relationships to allow advisers to better focus on their clients.
PAULA ENTICOTT
Paula joined us in 2021 and she is a Client Service Officer. She provides support to clients and our wealth advisers drawing on years of HR experience in consultancy services from various industry sectors across Australia and New Zealand.
PRATHME RABESHEN
Prathme is our Marketing Specialist who relocated to New Zealand from Sri Lanka. Her creative flair drew her towards pursuing marketing as a career, and she now handles both our internal and external marketing activities.
CHRIS NORRIE
Chris joined Stewart Group as an accountant. With a wealth of experience spanning over three decades in various financial areas of businesses, her extensive knowledge and expertise have made her a valuable asset to the team.
Contact Stewart Financial Group
At the core of our operations is the desire to help people. If you’re looking for a second opinion or need help getting started on your financial journey, contact us today and book your free, unbiased discovery session with one of our expert financial advisers.
