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)


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 2021


30 September 2020

30 September 2019

30 September 2018




Mark Edwards

Director, Institutional Sales
BNZ Markets

Andrew Bashford
Head of Institutional Relationships
Westpac NZ Limited

Clyde D'Souza
D'Souza Associates

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

Leah Scales
Chief Financial Officer
Christchurch City Council

Jane Standage

Andrew Woodward
Managing Director
Commonwealth Bank

Daniela Bossard
INFINZ First Director
Director, Cameron Partners

Jennifer Chee
INFINZ Board Observer
Investment Analyst, NZ Super Fund

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:

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

INFINZ Fellows:

Alison Gerry
Annabel Cotton
Anthony Quirk
Anthony Muh
Barry Lindsay
Bevan Wallace
Brian Gaynor
Carmel Fisher
David Green
Deepak Gupta
Don Burtt
Fran O'Sullivan
Garth Ireland
Gary Swift
Gavin Walker
Gerald Naughton
Graeme Wong
Grant Paterson
Helen Moody
Ian Nield
James Miller
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
Sarah Vrede
Scott St John
Simon Allen
Simon Power
Ted Reid
Trevor Janes

ELG, YFP and YWF reference groups

Mei Zi Ho
ELG Chair
Senior Business Analyst, Nikko Asset Management

Daniela Bossard
Director, Cameron Partners

PJ Cairns
Associate Director, Westpac Institutional Bank

Richard Campbell
Commercial Director, Service Foods

Ben Coleman
Corporate Sales, Westpac

Lee Marshall
Director & Founding Partner, Hunter Campbell

Richard Milsom
Principal, Elevation Capital Management

Kirsty Gradwell
YFP - Auckland Co-Chair
Investment Analyst, Direct Capital

Hannah Port
YFP - Auckland Co-Chair
Senior Associate, Capital Markets, BNZ

Rupert Curlett
YFP - Auckland
Manager, Armillary Private Capital

Brad Davis
YFP - Auckland
Development Manager, Soho Group

Giulia Dressler
YFP - Auckland
Investment Analyst, Global from Day One Fund

Tom Gray
YFP - Auckland
Analyst, Investment Banking, Macquarie

Tim Wilson
YFP - Auckland
Graduate, ANZ

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

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

Lourdaiz Ah Chong
YFP - Wellington
Wealth Management Graduate, Forsyth Barr

Mie Sasanuma
YFP - Wellington
Investment Operations Analyst, ACC

Jennifer Chee
YWF - Auckland Executive Director
Investment Analyst, NZ Super Fund

Rose He
YWF - Auckland
Corporate Strategy Manager, BNZ

Ella Knoester
YWF - Auckland
Corporate Law Clerk, Chapman Tripp

Tarah Mohaghegh
YWF - Auckland
Compliance Manager, ASB

Anthea Phipps
YWF - Auckland
Senior Associate, Partners in Performance

Amy Stevens
YWF - Auckland
Principle Product Manager, Kiwibank

Imogen Swain
YWF - Auckland
Govt. Relations & Corp. Responsibility Mngr, ANZ

Rachel Coates
YWF - Wellington Executive Director
Short Term Funding Manager, ANZ

Madhura Banerjee
YWF - Wellington
Management Consultant, 3 Plus Consulting

Rachel Baxter
YWF - Wellington
Markets, BNZ

Katie Davis
YWF - Wellington
Markets Analyst, Reserve Bank of NZ

Kate Le Quesne
YWF - Wellington
Manager, Portfolio Management, RBNZ

Samantha Pereira
YWF - Wellington
Advisor, Reserve Bank of NZ

Kathryn Bainbridge
Christchurch Liason Officer
Dealer, Markets at BNZ

Auckland YFP ambassadors WELLINGTON YFP ambassadors

ANZ - Kelly Robinson ANZ - Ruifa Huang

BDO - Michael Nelson Deloitte - Lillian Zhu

Cameron Partners - Tim Quigg
Greater Wellington Regional Council - Joshua Ebarle

Chapman Tripp - Teddy Rose Kiwibank - Matt Dixon

Deloitte - Tim Lee NZX - Emma Dent

Forsyth Barr - Sarah Reeves PwC - Sam Lees

Heartland - Natasha Abeysundara Russell McVeagh - Tommy Brennan

HRL Morrison & Co - Bryn McLennan The Treasury - Sarah Unwin

NZGIF - Corbin Constantine Victoria University of Wellington - Lachlan Cook

PwC - Zach Coates

Simpson Grierson - Samantha Williams

Waterman Capital - Aleks Nobel-Campbell

Westpac - Ash Shah

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 & Partnerships Director
Ph 027 324 2155

Iona Gibbs
Administration Manager & Membership
Ph 06 306 6303

Rose Bridge
Events Co-ordinator
PH 021 736 432
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