The Institute of Finance Professionals New Zealand Inc (INFINZ) is an individual member-based organisation for professionals in finance roles and those working in New Zealand's financial sector eco-system, with over 1900 members nationally.

Our mission is to empower a more prosperous, inclusive and sustainable New Zealand, by improving the capability and effectiveness of the financial sector eco-system 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 eco-system. 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.

INFINZ 2021 Overview


Our authority and influence to comment on all matters and issues relating to New Zealand's financial sector eco-system 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 sector eco-system.

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

2019 Membership reaches 1800 members

2020 INFINZ Virtual Conference - over 600 registrants

2021 INFINZ reaches 1900 members

2021 Female membership exceeds 600 (double that from 2017)

2022 Celebrating twenty years!


To help create a more prosperous New Zealand by improving the capability and effectiveness of the New Zealand financial sector eco-system 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 2022

30 September 2021


30 September 2020

30 September 2019




Mark Edwards

Director, Institutional Sales
BNZ Markets

Andrew Bashford
Head of Sustainability, External Affairs & Strategy
Westpac New Zealand Limited

Stephan Deschamps
Chief Financial Officer

Will Goodwin
Head of Direct Investments
NZ Super Fund

Kirk Hope
Chief Executive Officer
Business New Zealand

Sarah Minhinnick
GM Capital Markets Origination

Tim Olphert
Head of Investor Sales
ANZ Markets

Mahina Puketapu
Chief Investment Officer
Tauhara North No.2 Trust

Stephen Ridgewell
Head of Research, Institutional Equities
Craigs Investment Partners

Leah Scales
GM Resources/CFO
Christchurch City Council

Jane Standage

Andrew Woodward

Mei Zi Ho
INFINZ First Director
Research Analyst, Nikko Asset Management

Cindy Yin
INFINZ Observer
Manager, Deals Advisory, PwC

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 eco-system. 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 positions for at least five years and whom have made a significant and valuable contribution to the industry.

INFINZ Distinguished Fellows:

Catherine Savage
David McLean
Garth Ireland
Linda Robertson
Ross Pennington
Rob Cameron (Deceased)
Sir John Anderson (Deceased)

INFINZ Fellows:

Alison Gerry
Annabel Cotton
Anthony Quirk
Anthony Muh
Barry Lindsay
Bevan Wallace
Carmel Fisher
David Green
Deepak Gupta
Don Burtt
Fran O'Sullivan
Gary Swift
Gavin Walker
Gerald Naughton
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
Mary-Jane Daly
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)

ELG, YFP and YWF reference groups

Mei Zi Ho
ELG Chair
Research Analyst, Nikko Asset Management

Daniela Bossard
Investment Director, Rangatira Investments

PJ Cairns
Director, Westpac Institutional Bank

Ben Coleman
Corporate Sales, Westpac Institutional Bank

Nigel Grant
Head of Wealth Products, ASB

Lee Marshall
Managing Partner, Hunter Campbell

Richard Milsom
Manager, New Zealand Rural Land Company (NZL)

Annie Zhang
Director, Strategy & Business Design, Deloitte

Tom Gray
YFP - Auckland Chair
Associate, Investment Banking, Macquarie

Lachlan Cook
YFP - Auckland
Analyst, Strategy and Transactions, EY

Katie Davis
YFP - Auckland
Senior Markets Analyst, Financial Markets Department, RBNZ

Michaela Hing
YFP - Auckland
Loan Syndications and Agency, ANZ

Lachlan Wallace
YFP - Auckland
Trade Surveillance, Craigs Investment Partners

Samantha Williams
YFP - Auckland
M&A Solicitor, Simpson Grierson

Tim Wilson
YFP - Auckland
Analyst Account Manager, Financial Institutions, ANZ

Michael Callaghan 
YFP - Wellington
Adviser, Portfolio Management, Reserve Bank of New Zealand

Guy Hooper
YFP - Wellington
Vice President, Equity Research, Jarden

Lourdaiz Ah Chong
YFP - Wellington
Equity SalesTrader, Forsyth Barr

Felicity Melia
YFP - Wellington
Associate Director, Interest Rate Trading, ANZ

Mie Sasanuma
YFP - Wellington
Team Leader, Investment Operations, ACC

Jennifer Chee
YWF - Auckland Chair
Analyst, Jarden

Ella Knoester
YWF - Auckland
Corporate Law Clerk, Chapman Tripp

Shelby McKendry
YWF - Auckland
Associate Director, Ecosystems & Bus. Development, ANZ

Anthea Phipps
YWF - Auckland
Senior Associate, Partners in Performance

Amy Sparks
YWF - Auckland
Associate Director, Corporate Finance, Deloitte

Amy Stevens
YWF - Auckland
Principle Product Manager, Kiwibank

Cindy Yin
YWF - Auckland
Manager, Deals Advisory, PwC

Madhura Banerjee
YWF - Wellington Chair
Prudential Supervision Senior Analyst, RBNZ

Laura Matthews
YWF - Wellington
Analyst, Clare Capital

Deborah Parkinson
YWF - Wellington
Risk Analyst, Sharesies

Samantha Pereira
YWF - Wellington
Advisor, Reserve Bank of NZ

Kate Bainbridge
Christchurch Chair
Foreign Exchange Manager, Markets, BNZ

Daryn Govender
Corporate Strategy Manager, BNZ

Lachlan Knighton
Head of Commercial Investment, Pegasus Health

Amanda Ng
Senior Client Adviser, Fisher Funds

Kate Woolmore
Corporate Finance Analyst, Deloitte

Auckland INFINZ ambassadors Wellington INFINZ ambassadors

ANZ - Kelly Robinson BNZ - Claudia Clark

Cameron Partners - Tim Quigg
Deloitte - Lillian Zhu

Chapman Tripp - Teddy Rose
Greater Wellington Regional Council - Joshua Ebarle

Simpson Grierson - Samantha Williams
NZX - Emma Dent

Waterman Capital - Aleks Noble-Campbell
PwC - Sam Lees

Russell McVeagh - Julia Farrell

The Treasury - Adam Stachurski

Victoria University of Wellington - Dillon Balasingham

Jim McElwain

Email: exec@infinz.com
Ph: 64 21 632 047

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, 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

Rose Bridge
Events Manager

Email events@infinz.com
Ph 64 21 736 432

Faith Robertson
Administrative Support
Email support@infinz.com
Ph 64 21 112 6890

MoST Content Management V3.0.8287