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.
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.
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.
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.
STEPHANIE HOWE
Stephanie joined Stewart Group in 2021 as a Client Service Officer and later advanced to the role of Paraplanner. She has a strong background in banking, with valuable experience in business and rural lending, project management, and product development. Based in our Wellington office, Stephanie provides exceptional support to both our advisers and clients.
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.
ANN EVANS
Ann joined Stewart Group in 2024 as a Risk Paraplanner. She has over 6 years of experience in the insurance industry and over 20 years of experience in varying roles in the financial services sector.
As a Risk Paraplanner, she is responsible for preparing advice documents and collaborating with our risk insurance adviser to provide excellent service to our clients.
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.
