INFINZ is the member based industry body for professionals working and participating in New Zealand's financial and capital markets eco-system.

Our purpose is to enhance the New Zealand Financial and Capital Markets and the Capability of our Members.

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 and capital markets. 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.


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 and capital markets.

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.


INFINZ Timeline

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.

1976 (3 December) NZSIA incorporated, with the first stated object being "to maintain, improve and develop standards of the Securities Industry"

1979 (March) first issue of the NZSIA journal, the forerunner of the INFINZ Journal

1982 (December) Best Corporate Communicator Award inaugurated (announced at the Society's AGM) - the forerunner of the INFINZ Awards program

1988 (19 May) the NZSCT was formed, the stimulus being the floating of the N.Z. dollar in March 1985, creating risks, then unfamiliar to corporate treasurers

2002 (9 May) INFINZ formed from merger of NZSIA and NZSCT with almost 600 members

The stated vision at the time: "The heart of INFINZ is a focus upon the financial and capital markets of New Zealand. INFINZ is therefore intended as an industry body rather than the two career focused bodies it will replace. This industry focus allows a broader involvement by more participants than previously allowed by the two existing bodies. This broader involvement means that INFINZ can address the quality and standing of both the industry and its participants by being a more powerful and influential body."

2010 (May) INFINZ Awards Dinner attended by a then record 514 guests, The Minister of Commerce Simon Power makes several important announcements on the reform of NZ's securities market legislation including the establishment of the Financial Markets Authority.

2013 (March) 700 members

2013 Young Finance Professionals Group launched

2015 (August) 1000 members

2016 (September) 1300 members

2016 half of membership under 40 (20% in 2012)

2016 (May) the first Distinguished Fellowship was awarded to Sir John Anderson at the INFINZ Awards Dinner, attended by over 800 guests

2016 (November) INFINZ Conference - over 400 registrants (2011: 200)

2018 (March) INFINZ partners with Young Women in Finance

2018 (November) INFINZ Conference - over 400 registrants

2018 Membership reaches 1600 members


To help create a more prosperous New Zealand by improving the capability and effectiveness of the New Zealand financial and capital markets and our members within them


Keep increasing the value provided to an expanding membership base

Achieved by engaging with members in ways relevant to who they are, where they are and what they do

Delivered through an independent collegial network of financial markets professionals


we are delivering on this strategy based on the following pillars and initiatives:


We will offer two grants towards a master's research topic of relevance to New Zealand's financial markets. Engagement with universities includes, for example, joint events with Victoria University of Wellington (VUW) and Auckland University of Technology (AUT).

WHo YOU are

We have established an Emerging Leaders Programme to address the needs of members in their thirties and specifically with respect to their leadership aspirations.

WHere YOU are

INFINZ wishes to increase the relevance of its offering to those operating in the mid-market and to offer more activities outside Auckland and Wellington.


This platform enables the delivery of initiatives within the other three focus areas. A LinkedIn group has been established for financial members and MailChimp has been used to monitor the effectiveness of our communications.


30 September 2018

30 September 2017

30 September 2016

31 March 2015




Louise Tong
Head of Capital Markets & Tax
Contact Energy

Andrew Bashford
Head of Institutional Relationships, Corporate Business and Property Finance
Westpac NZ Limited

Binaifer Behdin
Group Treasurer
Vector limited

Andy Bowley
Head of Research
Forsyth Barr

Clyde D'Souza
D'Souza Associates

Mark Edwards
INFINZ Deputy Chair
Director, Institutional Sales
BNZ Markets

Paul Goodwin
Managing Director, Institutional NZ

Kim Martin
Head of Funding Strategy and Engagement
The Treasury

Richard Milsom
Elevation Capital Management

Ross Pennington
Chapman Tripp

Andrew Woodward
Managing Director
Commonwealth Bank

Megan Blenkarne
INFINZ First Director
Westpac NZ Limited

Imogen Swain
Board Observer
Content & Communications Advisor

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 the capital and financial markets of New Zealand. The Board is elected for a term of two years to ensure continuity of governance.

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 positiosn for at least five years and whom have made a significant and valuable contribution to the industry.

INFINZ Distinguished Fellows:

David McLean
Linda Robertson
Rob Cameron (Deceased)
Sir John Anderson (Deceased)

INFINZ Fellows:

Alan Moore
Annabel Cotton
Anthony Quirk
Anthony Muh
Barry Lindsay
Bevan Wallace
Brian Gaynor
Carmel Fisher
Catherine Savage
David Bell
David Green
Deepak Gupta
Don Burtt
Garth Ireland
Gary Swift
Geoff Taylor
Gerald Naughton
Graeme Wong
Grant Paterson
Helen Moody
Ian Nield
James Miller
Sir John Key
John Loughlin
Lloyd Kavanagh
Mahes Hettige
Maree Webster
Mary-Jane Daly
Neil Bradley
Neil Paviour-Smith
Philip King
Richard Boulton
Roger Kerr
Ross Pennington
Sarah Vrede
Scott St John
Simon Allen
Simon Power
Sue Brown
Ted Reid
Trevor Janes

The INFINZ Secretariat has four professional staff: Jim McElwain (Executive Director),
Iona Gibbs (Membership & Administration Manager) , Bernice Archer (Sponsorship & Marketing Manager) and Emma Macfarlane (Events Co-ordinator)


Richard Milsom
ELG Chair
Principal, Elevation Capital

PJ Cairns
Senior Associate, Bank of New Zealand

Richard Campbell
Investment Manager, NZTE

Ben Coleman
Director Institutional FX Sales, Westpac Institutional Bank

Daniel Kieser
Managing Director, Shareclarity

Brad Davis
YFP - Auckland Chair
Solicitor, Chapman Tripp

Daryn Govender
YFP - Auckland
Corporate Strategy, ASB

Kirsty Gradwell
YFP - Auckland
Corporate Finance, PwC

Roimata Mitchell
YFP - Auckland
Solicitor, Chapman Tripp

Harrison Tocher
YFP - Auckland
Business Markets, BNZ

Angus Watson
YFP - Wellington Chair
Investor Relations Analyst, Contact Energy

Charlotte Ashford
YFP - Wellington
Analyst, Cameron Partners

Katy Krauts
YFP - Wellington
Analyst, Transaction Advisory Services, EY

Saji Sachchithanantham
YFP - Wellington
Chief Operating Officer, Todd Family Office

Imogen Swain
YWF - Auckland Executive Director
Content & Communication Advisor, ANZ

Angela Andersen
YWF - Auckland
Senior Consultant, Deloitte

Jennifer Chee
YWF - Auckland
Analyst, Redwood Associates Limited

Caitlin Craigie
YWF - Auckland
Implementation Manager, ASB Bank

Rose He
YWF - Auckland
Corporate Strategy Manager - Transformation, BNZ

JJ Luo
YWF - Auckland
Tax Manager, Oji Fibre Solutions

Olivia Rees
YWF - Auckland
Solicitor, FMA

Kate Le Quesne
YWF - Wellington Executive Director
Portfolio Manager, NZ Treasury

Rachel Baxter
YWF - Wellington
Markets, BNZ

Samantha Pereira
YWF - Wellington
Advisor, Reserve Bank of NZ

Solene Trousse
YWF - Wellington
Multi Media Specialist, Jarden

Amy Van Bunnik
YWF - Wellington
Corp. Finance Analyst, Deloitte

AUCKLAND YFP ambassadors AUCKLAND YWF ambassadors WELLINGTON YFP ambassadors
Dr Yeri Kim, ACC Tarah Mohagheg, ASB Guy Hooper, Forsyth Barr
Kelly Robinson, ANZ Hannah Port, BNZ Simon Momich, Harbour Asset Management
Rupert Curlett, Armillary Private Capital Casey Allen, Westpac Robert Huang, Morrison & Co
Amy Stevens, ASB Che Ammon, Russell McVeagh
Michael Nelson, BDO
Tim Judd, BNZ
Andrew Benington, Buddle Findlay
Seamus Ryder, Buddle Findlay
Tim Quigg, Cameron Partners
Lara De Wet, CraigsIP
Tim Lee, Deloitte
Corbin Meehan, EY
Sarah Reeves, Forsyth Barr
Lourdaiz Ah Chong, Forsyth Barr
Natasha Abeysundara, Heartland
Bryn McLennan, HRL Morrison & Co
Zach Coates, KordaMentha
Tessa Paterson-Catto, KPMG
Aleks Noble-Campbell, Macquarie Capital
Talapo Uivaa, NZ Super Fund
Ashley Kingham, Public Trust
Tom Gray, PwC
Michael Haddleton, PwC
Samantha Williams, Simpson Grierson
Ash Shah, Westpac

Jim McElwain

Email: exec@infinz.com
Ph: 021 632 047

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.


Bernice Archer
Events & Marketing Manager
Email marketing@infinz.com
Ph 027 324 2155

Iona Gibbs
Administration Manager & Membership
Email admin@infinz.com
Ph 06 306 6303

Emma Macfarlane
Events Co-ordinator
Email events@infinz.com
Ph 021 134 3505

Lynsey O'Connor
Learning & Development Manager
Email training@infinz.com
Ph 021 0845 8665

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