Objectives & Strategy
Keep increasing the value provided to an expanding membership base
Achieved by engaging with members in ways relative to who they are, where they are and what they do
Delivered through an independent collegial network of financial markets professionals
Values
Collaboration
Integrity
Professionalism
INFINZ has three areas where we are focusing discretionary effort:
Sustainable finance education to build capacity and in particular upskilling around Climate Related disclosures
Increasing the number of women in senior leadership positions within the financial services ecosystem
Increasing engagement with Māori and Pasifika
History
INFINZ (the Institute of Finance Professionals NZ Inc.) was formed from the merger of the NZ Society of Investment Analysts Inc. (NZSIA) and the NZ Society of Corporate Treasurers (NZSCT) on 9 May 2002.
Our Members
INFINZ currently has over 2000 individual members, with the membership doubling in the past six years. Members are of all age groups and hold a wide range of finance-related positions within the financial and capital markets ecosystem. Members include bankers, service providers, corporate issuers, lawyers in professional services firms, academics and students, corporate finance and those in professional accounting firms, broking and investment banking, investment management, and the public sector. Memberships are divided into age groups with event topics and content developed with the assistance of a committee assigned to each group made up of their own members.
Annual Reports
30 September 2023
30 September 2022
30 September 2021
30 September 2020
Advocacy & Submissions
INFINZ is influential in shaping the legislation and regulatory structure of NZ's financial services ecosystem and was active in contributing to development of the FMCA and associated regulations which are now in force.
5 September 2022
3 May 2022
26 November 2021
Our People
BOARD & EXECUTIVES
The Board of INFINZ is indicative of the breadth of skill and experience within the membership of the Institute.
It currently represents every aspect of New Zealand's Financial Services ecosystem. The Board is elected for a term of two years to ensure continuity of governance.
Will Goodwin
INFINZ Chair
Head of Direct Investments, NZ Super Fund
Sarah Minhinnick
Deputy Chair
GM Capital Markets Origination
NZX
Stephan Deschamps
Chief Financial Officer
Freightways
Kirk Hope
Chief Exeuctive Officer
Business New Zealand
Carolyn Ng
Head of Capital Markets
ANZ
Mahina Puketapu
Chief Investment Officer
Tauhara North No.2 Trust
Stephen Ridgewell
Head of Research, Institutional Equities
Craigs Investment Partners
Leah Scales
Executive Leadership and Governance
Jane Standage
Partner
MinterEllisonRuddWatts
John Vanderbom
Director, Debt Capital Markets
BNZ
Tracey Walker
Head of Institutional Banking
Westpac
Andrew Woodward
CEO
CBA NZ
Mei Zi Ho
INFINZ First Director
Research Analyst, Nikko Asset Management
Zenas Kim
INFINZ Board Observer
Senior Legal Counsel, Financial Markets Authority
FELLOWS
Equally of note are the INFINZ Fellows, members who have at least ten years relevant industry experience, have been in senior positions or senior executive positions for at least five years and whom have made a significant and valuable contribution to the industry.
INFINZ Distinguished Fellows:
INFINZ Fellows:
Catherine Savage
David McLean
Linda Robertson
MJ Daly
Ross Pennington
Garth Ireland (Deceased)
Sir John Anderson (Deceased)
Rob Cameron (Deceased)
INFINZ Fellows:
Alison Gerry
Annabel Cotton
Anthony Quirk
Anthony Muh
Barry Lindsay
Bevan Wallace
Carmel Fisher
Clyde D'Souza
David Green
Deepak Gupta
Don Burtt
Fran O'Sullivan
Gary Swift
Gavin Walker
Graeme Wong
Grant Paterson
Helen Moody
Ian Nield
James Miller
Jim McElwain
Sir John Key
John Loughlin
Lloyd Kavanagh
Louise Tong
Mahes Hettige
Maree Webster
Mark Butcher
Murdo Beattie
Neil Bradley
Neil Paviour-Smith
Philip King
Richard Boulton
Roger Kerr
Sara Double
Sarah Vrede
Scott St John
Simon Allen
Simon Power
Ted Reid
Trevor Janes
Brian Gaynor (Deceased)
Alan Moore (Deceased)
Gerald Naughton (Deceased)
ELG, YFP AND YWF COMMITTEES
Emerging Leaders Group (ELG) Committee Members - Auckland
Nigel Grant
Co-Chair
Head of Wealth Products, ASB
Annie Zhang
Co-Chair
Director, Strategy & Business Design, Deloitte
Daniela Bossard
Investment Director, Rangatira Investments
Fran Burley
Head of Loans & Markets Execution, ANZ
Jennifer Chee
Associate, Principal Investments, Jarden
Mei Zi Ho
Research Analyst, Nikko Asset Management
Lee Marshall
Managing Partner, Hunter Campbell
Young Finance Professionals (YFP) Committee Members - Auckland
Lachlan Cook
Co-Chair
Associate, Mafic
Alex Dam
Co-Chair
Principal, Hillfarrance Venture Capital
Mia Gemmell
Associate R&A Financial Institutions Group, Institutional, ANZ
DJ Govender
Associate, Direct Investments, NZ Super Fund
Amandeep Kaur
Asst. Product Manager, ASB
Lachlan Wallace
Trade Surveillance, Craigs Investment Partners
Young Finance Professionals (YFP) / Emerging Leaders Group (ELG) Committee Members – Wellington
Tommy Brennan
Co-Chair
Analyst (M&A), Lewis Tucker
Mark Davis
Co-Chair
Fixed Interest Dealer, Forsyth Barr
Aliya Bacon
Manager, Short Term Funding, ANZ
Luisa Gaspar
Senior Risk Analyst, RBNZ
Simon Mackley
Senior Associate, Banking and Finance, Russell McVeagh
Shuohan Xu
Investment Analyst, Todd Corporation
Young Women in Finance (YWF) Committee Members - Auckland
Zenas Kim
Chair
Senior Legal Counsel, Financial Markets Authority
Molly Densem
Senior Analyst, Deal Advisory (Infrastructure), KPMG
Nicole Jackson
Commercial Account Manager, Commercial Banking, ASB
Anna Wu
Investment Analyst, Equities & ETFs, Smartshares
Young Women in Finance (YWF) Committee Members - Wellington
Madhura Banerjee
Co-Chair
Adviser, Suncorp New Zealand
Laura Matthews
Co-Chair
Analyst, Clare Capital
Rachel Malden
Investment Analyst, Pencarrow Private Equity
Sarah Novak
Manager, HRL Morrison
Isabelle Paul
Investment Analyst, NZ Green Investment Finance
Melanie Quigg
Markets Analyst, Reserve Bank of NZ
Christchurch Committee Members
Amanda Ng
Chair
Senior Client Adviser, Fisher Funds
Sarah Brennan
Investment Advisor, Hamilton Hindin Green
Amy Coster
Relationship Manager, Reverse Mortgages, Heartland Bank
Lachlan Knighton
Head of Commercial Investment, Pegasus Health
Logan Schokking
Business Consultant, Institutional & Business Banking, Westpac
Jamie Street
Senior Manager, Corporate Finance, ANZ
Kate Woolmore
Corporate Finance Analyst, Deloitte
AMBASSADORS
INFINZ Auckland Ambassadors:
ANZ - Kelly Robinson
Armillary Private Capital - Jai Goradia
ASB - Amandeep Kaur and Nicole Jackson
AT - Bhavya Barot
Avanti Finance - Michael Wetherell
BDO - Tim Wills
BNZ - Carlie Mear
Cameron Partners - Zach Ryan
Chapman Tripp - Emerald Johnstone
Craigs Investment Partners - Lara De Wet
Forsyth Barr - Matt Montgomerie
Macquarie Capital - Michael Smith
Montarne - Jordan Stevenson
MUFG Bank - Michael Nelson
NZ Super Fund - DJ Govender
PwC - Tan Dosanjh
RBNZ - Jeremy Flett
Russell McVeagh - Richelle Go Ocao
Westpac - Meghan Sarathy
INFINZ Wellington Ambassadors
Russell McVeagh - Julia Farrell
INFINZ STAFF
Jim McElwain joined INFINZ 16th January 2012 following a long career in the public and private sectors. Jim has undertaken a variety of advisory roles in Treasury, Southpac Corporation, PricewaterhouseCoopers, Ernst & Young and, more recently, Taylor Duignan Barry Limited and his own business, McElwain Consulting Limited.Jim is passionate about wholesale financial and capital markets and is excited about the opportunities ahead for INFINZ. Jim also has a strong personal interest in advocacy in the finance industry. In addition to being a Certified member of INFINZ and a former Board representative, he holds a Bachelor of Commerce and Administration (Hons) from Victoria University, and was awarded an INFINZ Fellowship in May 2022.
Bernice Archer
Events & Partnerships Director
Email: marketing@infinz.com
Ph 64 27 324 2155
Iona Gibbs
Administration Manager & Membership
Email: admin@infinz.com
Ph 64 6 306 6303
Faith Taylor
Events Co-ordinator
Email support@infinz.com or events@infinz.com
Ph 64 21 112 6890
MISSION
Our mission is to empower a more prosperous, inclusive and sustainable New Zealand, by improving the capability and effectiveness of the financial sector ecosystem and its members within it.
INFINZ has been established to promote the quality and standing of both the industry and its participants and to represent and advocate on behalf of its members to legislators, regulators and policy-makers, government and other professional/industry bodies.
INFINZ seeks to have its members recognised in New Zealand and internationally for their honesty, integrity and skill. INFINZ works for the benefit of the broader community of users of the financial ecosystem. In so doing INFINZ seeks to ensure the New Zealand financial and capital markets are relevant, efficient, well run and attractive to domestic and international investors and market participants.
We are recognised for our authority and influence to comment on all matters and issues relating to New Zealand's financial and capital markets to the appropriate authority.
Our ability to take a leading role in working with government, business and industry groups, regulators and policy-makers to advocate for improved and best practice laws and regulations in respect of New Zealand's financial services ecosystem.
Our willingness to require our members to commit to our Code of Ethics and Standards of Professional Conduct and our commitment to a strong Disciplinary process.
The high quality of our events, functions and conferences which offer formal and informal professional development and learning opportunities.
Our willingness to actively engage with education providers to ensure the appropriateness of the standards and content of academic qualifications applicable to the industry.
