Financial Planner

We are so excited that Dal joined our adviser team on the 28th June.

Originally from the UK, Dal came to New Zealand in 2007 for a visit and his OE, but fell in love with the country – and a fellow Brit, Helen, also over in New Zealand. They subsequently emigrated here.

Dal has over 14 years of experience in the New Zealand financial services industry, which started at ING NZ Ltd in 2007. Wanting to provide clients with more personalised advice, Dal moved to ANZ Wealth in 2011 as a Financial Adviser. This is where Dal's passion for helping clients by making complex financial concepts easy to understand really took off. Always looking for personal growth, Dal moved to BNZ in 2013 where he held the position of Private Banker. In 2018, after a decade in banking, Dal continued his journey taking up the role of Senior Wealth Management Adviser at Fisher Funds, looking after high net worth individuals, directors and charitable trusts.

Dal believes that life can be complicated enough, which is why he is committed to making financial planning simple and easy for clients. For Dal this means listening and working with clients to guide them in making informed decisions. He really enjoys building strong, honest and long-lasting relationships so he's looking forward to doing just that at Ethical Investing NZ.

Outside work, Dal loves anything that keeps his fitness levels up, and spending time with his wife and daughter. He is also a keen supporter of Liverpool FC.

"Great initial investment that works well ongoing. Peter is available to discuss matters with us when needed but is really a friend we trust."

Client Feedback Survey, Nov 21

Rob and Mary