Glenn Read, CA, AFA, AIF *
Senior Wealth Adviser, Founder Quartz
Glenn has worked extensively in the Financial Service’s industry for over 20 years both in NZ, the UK and Germany. Firms have included Merrill Lynch, Salomon Brothers and Schroders. In NZ Glenn worked with the NZ Superannuation Fund during its startup phase. Glenn is an Authorised Financial Adviser (AFA), Chartered Accountant (CA) and an Accredited Investment Fiduciary. (AIF)
Austen Kernohan, BCom
Senior Business Adviser
Austen has over 20 years leadership experience in the manufacturing sector, from senior positions in China, Indonesia, Philippines, Australia and New Zealand. Austen has led the formation, management and eventual sale of a New Zealand JV. Austen specializes in the import / export space and growth plans commercializing new technology that has a global reach. Austen was a Chartered Accountant earlier in his career.
Anna Robinson, BA
Anna has worked in human resources and workplace training – specifically financial literacy training, quality and audit, and practice management in the financial services, healthcare and telco industries in Auckland, Melbourne and London. Anna joined Quartz Wealth Management as an Associate in 2015.
Mark Humphrey, BA
AFA Wealth Adviser
Mark has extensive global financial services experience in various roles with Bank of America, ABN Amro and ICAP. Mark has moved to NZ with his young family from Singapore and is an Authorised Financial Adviser. Mark joined Quartz in 2016.
Our Standards & Core Beliefs are:
Ethical Standards forms the fundamental core of what we are about. We are committed to the Code of Professional Conduct for Authorised Financial Advisers as well as those of the NZ Society of Accountants and the Financial Planning Association.
We believe in a simple fee philosophy. Our fee schedule for advice work is based on an hourly rate‚ is flexible and is tailored to meet your particular needs and circumstances. This approach supports our objectivity and working in your best interests. Our fees for managing portfolios are based on the value of your investments you haveinvested. That way our interests are aligned in growing your wealth.
What we do is personal and customised to each and every one of our clients. Our business is based on close relationships‚ not on a factory sales process typical of the industry.
We do the right thing without compromise. Integrity implies not merely honesty but fair dealing and truthfulness in all that we do.
We will endeavour to constantly increase our professional knowledge. We continuously brainstorm for improved strategies that may better help you to realise your financial goals.
It is very important to us to be fair‚ impartial and honest in all our dealings with you. We will not allow prejudice or bias‚ conflict of interest or influence of others to override Objectively. It is critically important to us that we are Independent.
Our Principles & Values are:
We believe that acting as a fee–based independent wealth adviser is a clear statement to our clients that we are working for them and serving in their best interests. We aim to understand each and every client’s individual need ‚ solve their financial issues and earn their trust and respect.
We see ourselves as successful professionals serving the needs of fellow successful professionals. This continually informs and influences our decisions and fuels our innovation.
As well as keeping up–to–date with professional standards and industry improvements‚ much of our focus is anchored in building a better business‚ not just a bigger one. Quartz are constantly striving to improve‚ not just for the business but also for our clients.
At Quartz we believe it is our responsibility to ensure our clients are educated and informed. We provide regular and relevant communications together with effective and meaningful reporting. In turn this enables us to have an open accessible relationship with our clients.
We invest alongside our clients in the array of opportunities and investment strategies recommended by Quartz. In other words‚ we walk the talk.