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About Us
Manawatu Financial Services has been serving the local community since 1998. The company consists of six AMP Advisers and three support staff. Together we strive to provide a professional service to our clients by identifying and meeting their financial and insurance needs. To ensure we continue to deliver the highest level of service, we are focused on the continuing professional development of all our Advisers. We pride ourselves on the experience of our long-established Advisers.
In total we have over 200 years' collective experience of working with our main provider - AMP. AMP is the largest fund manager in New Zealand, and has over 150 years' history of protecting the lives and assets of New Zealanders.
| Steve Penney | | Investment & Insurance Adviser | | PH: 06 350 6800 | | Fax: 06 356 5448 | | Email: steve_penney@amp.co.nz |  I have been with AMP in a variety of different roles, including Sales Management, since 1973 and as an Adviser in Palmerston North since 1996.
I can provide you with a range of different services to provide financial security and free you to live your dreams:
- I can help you make the most of your hard-earned money by providing you with a range of investments that can meet your changing needs
- I can help you raise money through loans for your home, farm or commercial property investment
- I can help you protect your valuable assets – your life, income and property
I’ve completed the AMP Certificate of Practice and have kept my knowledge up to date by attending AMP’s in house training courses.
Outside of work I enjoy spending time with my family at our baches in Taupo and Napier, fishing, and playing golf.
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| Bill Anderson | | Investment & Insurance Adviser | | PH: 06 354 1128 | | Mobile: 021 251 1129 | | Fax: 06 356 5448 | | Email: bill_anderson@amp.co.nz |  I have been an Adviser with AMP since 1976 and I am committed to providing a valuable service to my clients and to help them make decisions that are right for them. I can provide you with a range of services including investments to meet your changing needs, raising money through loans, and protecting your assets – your life, income and property.
I currently hold the AMP Certificate of Practice. My qualifications and experience include:
· Introduction to Financial Planning - 1998
· NZ Diploma of Life Assurance - 1993
When not at work I enjoy coaching a local rugby team, commentating on rugby for a national radio station and playing golf, as well as spending time with my family. |
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| Gerard O'Keefe | | Investment & Insurance Adviser | | PH: 06 350 6831 | | Fax: 06 356 5448 | | Email: gerard_okeefe@amp.co.nz |  It’s my objective to help people secure their future and achieve their goals by offering advice which takes into account their individual situation. I can help you make the most of your hard-earned money, raise money through loans for your home, farm or commercial property investment, and help you protect your valuable assets.
I hold the following qualifications relevant to giving you investment advice:
· Sales Preliminary Certificate
· Adviserlink – Introduction to Financial Planning
I am also currently enrolled in the AMP Certificate of Practice, and attend AMP’s in-house training courses.
Outside of work I enjoy playing golf and am an active committee member of the High School Old Boys Rugby Club.
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| Allan Ford | | Investment & Insurance Adviser | | PH: 06 355 5494 | | Mobile: 0274 464 425 | | Fax: 06 356 5448 | | Email: allan_ford@amp.co.nz |  I have been an AMP Adviser in Palmerston North for over 40 years and and it is my objective to help my customers achieve their financial goals by offering advice that takes into account their individual circumstances. I would like to help my customers make decisions that are right for them.
I have received the following awards:
· Recipient of Pinnacle Award (awarded by the Life Insurance Industry)
· Member of Amicus Club.
I am a member of Rotary and in my spare time enjoy golf and travel with my wife Alison.
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| Catherine Morris | | Risk Insurance Adviser | | PH: 06 323 2338 | | Mobile: 027 269 8027 | | Fax: 06 323 2334 | | Email: catherine_morris@amp.co.nz |  I have been with AMP Manawatu Financial Services over the past five years as Practice Manager, and have recently moved into the role of Financial Adviser. I will be looking after clients in the Feilding and surrounding area but am also available to see clients in other areas of the Manawatu.
I bring 10 years experience in the financial services industry having worked as an Insurance Adviser and Underwriter in the UK for five years prior to moving to New Zealand.
In my spare time I am kept busy with my horses and dogs and all the “little” jobs that go with a lifestyle block! I have lived in Feilding for nearly six years and am actively involved in Riding for the Disabled where I spend my Thursday mornings.
I look forward to working with you. |
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| Bryan Hooper | | Risk Insurance Adviser | | PH: 06 354 0928 | | Mobile: 021 243 6155 | | Fax: 06 356 5448 | | Email: bryan_hooper@amp.co.nz |  I am Manawatu born and breed and have lived in the area all my life. After 15 years of operating a small manufacturing business in Palmerston North I joined the financial services industry in 1987.
18 of those 22 years have been spent with the Tower Insurance Group where I held various positions in management, predominately in Corporate relationship building, or assisting Financial Adviser Businesses in the Wellington and Central North Island regions.
Due to my background I have a strong affinity to people in business both urban and rural.
My commitment to my career over recent times has not allowed me to have many outside interests other than family, the small farm my wife and I live on, and a love of equestrian pursuits.
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