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
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 2022
30 September 2021
30 September 2020
30 September 2019
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
23 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.
Mark Edwards
INFINZ Chair
Director, Institutional Sales
BNZ Markets
Leah Scales
Deputy Chair
GM Resources/CFO
Christchurch City Council
Andrew Bashford
Head of Sustainability, External Affairs & Strategy
Westpac New Zealand Limited
Stephan Deschamps
Chief Financial Officer
Freightways
Will Goodwin
Head of Direct Investments
NZ Super Fund
Kirk Hope
Chief Executive Officer
Business New Zealand
Sarah Minhinnick
GM Capital Markets Origination
NZX
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
Jane Standage
Partner
MinterEllisonRuddWatts
Andrew Woodward
CEO
CBA NZ
Mei Zi Ho
INFINZ First Director
Research Analyst, Nikko Asset Management
Cindy Yin
INFINZ Observer
Manager, Transaction Services, PwC
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
Garth Ireland
Linda Robertson
Ross Pennington
Sir John Anderson (Deceased)
Rob Cameron (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 COMMITTEES
Emerging Leaders Group (ELG) Committee Members - Auckland
Mei Zi Ho - 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
ELG
Manager, New Zealand Rural Land Company (NZL)
Annie Zhang
ELG
Director, Strategy & Business Design, Deloitte
Young Finance Professionals (YFP) Committee Members - Auckland
Tom Gray - Chair
Associate, Investment Banking, Macquarie
Lachlan Cook
Analyst, Strategy and Transactions, Ernst and Young
Katie Davis
Senior Markets Analyst, Reserve Bank of NZ
Michaela Hing
Manager, Loan Syndications
and Agency, ANZ
Lachlan Wallace
Trade Surveillance, Craigs Investment Partners
Samantha Williams
M&A Solicitor, Simpson Grierson
Young Finance Professionals (YFP) / Emerging Leaders Group (ELG) Committee Members – Wellington
Michael Callaghan CFA - Co-Chair
Adviser, Portfolio Management, Reserve Bank of New Zealand
Guy Hooper - Co-Chair
Vice President, Equity Research, Jarden
Lourdaiz Ah Chong
Equity Sales Trader, Forsyth Barr
Felicity Melia
Associate Director, Interest Rate Trading, ANZ
Mie Sasanuma
Investment Operations Manager, ACC
Young Women in Finance (YWF) Committee Members
Cindy Yin
Auckland Chair
Manager, Deals Advisory, PwC
Jennifer Chee
Auckland
Associate, Principal Investments, Jarden
Zenas Kim
Auckland
Associate, Banking and Finance, Dentons Kensington Swan
Shelby McKendry
Auckland
Associate Director, Industry & Innovation, ANZ
Anthea Phipps
Auckland
Senior Associate, Partners in Performance
Amy Sparks
Auckland
Associate Director, Corporate Finance, Deloitte
Madhura Banerjee
Wellington Chair
Resolution Adviser, RBNZ
Laura Matthews
Wellington
Analyst, Clare Capital
Deborah Parkinson
Wellington
Advisers Assistant, Forsyth Barr
Melanie Quigg
Wellington
Markets Analyst, Reserve Bank of NZ
Christchurch Committee Members
Daryn Govender - Chair
Corporate Strategy Manager, BNZ
Kate Bainbridge
Foreign Exchange Manager, Markets, BNZ
Lachlan Knighton
Head of Commercial Investment, Pegasus Health
Amanda Ng
Senior Client Adviser, Fisher Funds
Kate Woolmore
Corporate Finance Analyst, Deloitte
AMBASSADORS
INFINZ Auckland Ambassadors:
ANZ - Kelly Robinson
Cameron Partners - Tim Quigg
Chapman Tripp - Teddy Rose
Waterman Capital - Aleks Noble-Campbell
INFINZ Wellington Ambassadors
BNZ - Claudia Clark
Deloitte - Lillian Zhu
EY - Dillon Balasingham
Greater Wellington Regional Council - Joshua Ebarle
NZX - Shivani Dutt
PwC - Sam Lees
Russell McVeagh - Julia Farrell
The Treasury - Adam Stachurski
Victoria University of Wellington - Oliver Fletcher
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
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 Robertson
Administrative Support
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.