Our Greatest Asset is Our Great People
“People are not our greatest asset, great people are. And we have great people”
Alistair Pirie Investment Director
 Craig Stobo - Chairman and Shareholder
BA (Hons) 1st Class Economics AMP Wharton Business School
With Saturn since 2006, In the Industry since 1985
Craig is Chairman of the Saturn Invest Investment Committee. Craig is also a director and Chairman of both AMP Multiplex Ltd (the management company for the listed trust AMP NZ Office Trust) and OCG Consulting Ltd, and director and Deputy Chairman of Industrial Research Limited, a Crown Research Institute. Craig was CEO and Director of BT Funds Management NZ Ltd, an investment management company he was instrumental in establishing in 1992 and building to $3.5b under management in 2004. While under his leadership from 2000 to 2004, BT was twice awarded Fund Manager of the Year.
email: craig@saturnportfolio.co.nz
 Alistair Pirie - Investment Director and Shareholder
With Saturn since 1988, In the Industry since 1964
Alistair co-founded the investment advice company Broadview Financial Management Limited in 1988 and is responsible for the co-ordination of fund selection and asset allocation for Saturn Portfolio client portfolios. Alistair previously spent 23 years with ANZ Bank where he held various senior managerial positions. Alistair has considerable experience of investment markets and products available both in New Zealand and internationally.
email: alistair@saturnportfolio.co.nz
Chris Gardiner - Chief Operations Officer
Fundamentals and Processes of Financial Planning (Hons) Certificate
With Saturn since 2005, In the Industry since 1982
Chris joined Saturn in September 2005 as Operations Officer. Chris has held a variety of roles with fund managers, insurance and corporate superannuation providers in the areas administration, sales, and general management since 1982.
email: chris@saturninvest.co.nz
 James Usmar - Client Advisor
Financial Planning Certificate. (UK) & Cert in H.E. (University of Plymouth)
With Saturn since 2006, In the Industry since 1996
James has provided investment advice to both clients and trusts since 1997 and has experience in all categories of on and offshore investments. He is responsible for providing investment advice to help our clients plan and achieve their lifestyle and investment objectives. James previously lived in the UK and joined the Saturn Portfolio team after immigrating to New Zealand in early 2006. Prior to joining Saturn Portfolio, James worked for a UK tax consultancy practice and specialised in providing investment advice through offshore centres such as Jersey and The Isle of Man. James was a qualified Financial Planner in the UK, and has completed the Advisor Link NZ Investment Planning course in December 2006 with merit.
email: james@saturnportfolio.co.nz
 Clair Macpherson Jones - Client Advisor
BA, Dip Bus Stud, TTC, CFP
With Saturn since 2008, In the Industry since 1990
Clair joined Saturn Portfolio in April 2009. After an initial career in teaching, she became a financial planner and investment adviser in 1990. Now, as part of her ongoing commitment to helping New Zealanders reach financial independence, she currently teaches financial planning courses through Selwyn Community Education. As well as being a personal financial planning practitioner, she is a director and shareholder of a private forestry company and a trustee of several trusts. Clair is also a member of Rotary Club of Auckland City Sunrise. Married to Graham, she has two sons and a grandson.
email: clair@saturnportfolio.co.nz
 Lester Luey - Client Advisor
BCA (Hons) DipPFinPlan CFPCM
With Saturn since 2009, In the Industry since 1991
Lester joined Saturn in April 2009 and heads up our North Shore office. He has worked as an investment advisor since 1991, both in New Zealand and overseas, and is a Certified Financial Planner. Prior to joining Saturn Portfolio, Lester was a Senior Investment Adviser with Gould Wealth Management.
email: lester@saturnportfolio.co.nz
 Lisa Dudson - Director and Shareholder
ASM, CFP, BBS, GradDipBusStud (Personal Financial Planning)
With Saturn since 2008, In the Industry since 1999
Lisa is a Certified Financial Planner (CFP) and was the winner of the 2003 Young Financial Planner of the Year. She is the author of many books including The Complete Guide to Residential Property Investment in New Zealand (which spent 26 weeks on the best seller list), Get your Head out of the Sand, Winning the Money War and Property Investment that Stacks Up. She has written articles for numerous publications, writes a regular column for the Womens Day and the NZ Property Magazine, has appeared on radio and TV and is the financial adviser behind the popular Money Man TV show. Lisa is the co-founder of the popular website www.moneyTV.co.nz which offers free tips and information on personal finance and investing.
email: lisa@saturnportfolio.co.nz
 Meagen Knoop - Portfolio Administrator
BComm (Hons) Royal Roads University, BusAdmin Diploma – Marketing
With Saturn since 2008, In the Industry since 2008
Meagen joined Saturn in July 2008 after spending time working as an account executive for the airline catering company, LSG Sky Chefs. She comes from Victoria on the west coast of Canada and has been in New Zealand since March 2007. Her 10 years in the hospitality industry gives Meagen a real commitment to customer service. She has a Marketing Diploma and a Bachelors of Commerce.
email: meagen@saturnportfolio.co.nz
 Gillian Ryan - Portfolio Administrator
With Saturn since 2009, In the Industry since 1987
Gillian joined Saturn in February 2009 and has considerable experience in the finance sector both in New Zealand and the UK. Most recently she spent seven-and-a-half years working in Portfolio Custodian for Senior Corporate Actions at Goldman Sachs JBWere.
email: gillian@saturnportfolio.co.nz
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