Who we are

THE INSTITUTE OF FINANCE PROFESSIONALS NEW ZEALAND

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 ecosystem, with over 2000 members nationally.

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.

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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.

  • 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
  • 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)
  • 2017
    INFINZ Emerging Leaders Group developed
  • 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!
  • 2022
    Membership reaches 2100
  • 2023
    Total membership 2200 for the first time (October).
    50% growth over the five years to January 2023.
    Under 40s - 1300 for first time up from 100 ten years ago.

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.

VIEW ALL SUBMISSIONS

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


Simon Mackley
Senior Associate, Banking and Finance, Russell McVeagh

Kate Poskitt
Adviser, Market Intelligence & Analysis Team, RBNZ

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


Sabine O'Connor
Solicitor, Commercial and Corporate, Simpson Grierson


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


Daryn Govender
Chair
Corporate Strategy Manager, BNZ


Sarah Brennan
Investment Advisor, Hamilton Hindin Green


Amy Coster
Relationship Manager, Reverse Mortgages, Heartland Bank


Lachlan Knighton
Head of Commercial Investment, Pegasus Health


Amanda Ng
Senior Client Adviser, Fisher Funds


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 - Bianca Hawkins

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

BNZ - Claudia Clark

NZX - Shivani Dutt

Russell McVeagh - Julia Farrell

The Treasury - Adam Stachurski

Todd Capital, Shuohan Xu

Victoria University of Wellington - Oliver Fletcher


INFINZ STAFF

Jim McElwain
INFINZ EXECUTIVE DIRECTOR

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


Rose Bridge
Events Manager

Email: events@infinz.com
Ph 64 21 736 432


Iona Gibbs
Administration Manager & Membership

Email: admin@infinz.com
Ph 64 6 306 6303


Faith Taylor
Events Co-ordinator
Email support@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.

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