WHO WE ARE:
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.
WE ARE RECOGNISED FOR:
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.
A BRIEF
HISTORY
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)
OUR MISSION
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
STRATEGY STATEMENT
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
ORGANISATION
STRATEGY
we are delivering on this strategy based on the following pillars and initiatives:
WHAT YOU DO
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.
DIGITAL
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.
ANNUAL
REPORTS
30 September 2021
30 September 2020
30 September 2019
30 September 2018
OUR
PEOPLE
BOARD & EXECUTIVE MEMBERS
Mark Edwards
INFINZ Chair
Director, Institutional Sales
BNZ Markets
Andrew Bashford
Head of Institutional Relationships
Westpac NZ Limited
Clyde D'Souza
Principal
D'Souza Associates
Stephan Deschamps
Chief Financial Officer
Freightways
Will Goodwin
Head of Direct Investments
NZ Super Fund
Richard Milsom
Principal
Elevation Capital Management
Sarah Minhinnick
Head of Issuer Relations
NZX
Tim Olphert
Head of Investor Sales
ANZ Markets
Mahina Puketapu
Investment Manager
New Zealand Trade and Enterprise
Leah Scales
Chief Financial Officer
Christchurch City Council
Jane Standage
Partner
MinterEllisonRuddWatts
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
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
Ross Pennington
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
ELG
Director, Cameron Partners
PJ Cairns
ELG
Associate Director, Westpac Institutional Bank
Richard Campbell
ELG
Commercial Director, Service Foods
Ben Coleman
ELG
Corporate Sales, Westpac
Lee Marshall
ELG
Director & Founding Partner, Hunter Campbell
Richard Milsom
ELG
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
Co-Chair
Adviser, Portfolio Management, Reserve Bank of New Zealand
Guy Hooper
YFP - Wellington
Co-Chair
Vice President, Equity Research, Jarden
Lourdaiz Ah Chong
YFP - Wellington
Wealth Management Associate, 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
Commercial Manager, Foodstuffs
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
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| 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
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| Simpson Grierson - Samantha Williams
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| Waterman Capital - Aleks Nobel-Campbell | ||
| Westpac - Ash Shah | ||
Jim McElwain
INFINZ EXECUTIVE DIRECTOR
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.
CONTACT DETAILS
