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.
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 2024
30 September 2023
30 September 2022
30 September 2021
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
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
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Sarah Minhinnick
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Stephan Deschamps
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Danica Hape-Tiria
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Carolyn Ng
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Stephen Ridgewell
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Leah Scales
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Elliot Smith
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Jane Standage
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John Vanderbom
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Tracey Walker
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Andrew Woodward
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Annie Zhang
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Anna Wu
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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
James Miller
Linda Robertson
MJ Daly
Ross Pennington
Simon Allen
Garth Ireland (Deceased)
Sir John Anderson (Deceased)
Rob Cameron (Deceased)
INFINZ Fellows:
Alison Gerry
Annabel Cotton
Anthony Quirk
Anthony Muh
Barry Lindsay
Bevan Wallace
Carl Tannenbaum
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
Ian Palfrey
Jim McElwain
Sir John Key
John Loughlin
Kim Martin
Lloyd Kavanagh
Louise Tong
Mahes Hettige
Maree Webster
Mark Butcher
Mark Edwards
Michele Embling
Murdo Beattie
Neil Bradley
Neil Paviour-Smith
Philip King
Richard Boulton
Roger Kerr
Sara Double
Sarah Vrede
Scott St John
Simon Power
Trevor Janes
Brian Gaynor (Deceased)
Alan Moore (Deceased)
Gerald Naughton (Deceased)
Ted Reid (Deceased)
ELG, YFP AND YWF COMMITTEES
Emerging Leaders Group (ELG) Committee Members - Auckland
 Nigel Grant
Co-Chair Head of Wealth Products, ASB |
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Fran Burley|
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Jennifer Chee|
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Young Finance Professionals (YFP) Committee Members - Auckland
Mia Gemmell
Co-Chair
Associate R&A Financial Institutions Group, Institutional, ANZ
DJ Govender
Co-Chair
Associate, Direct Investments, NZ Super Fund
Amandeep Kaur
Asst. Product Manager, ASB
Matthew Smaill
Associate, Institutional Banking, BNZ
Young Finance Professionals (YFP) / Emerging Leaders Group (ELG) Committee Members – Wellington
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Luisa Gaspar
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Max Driscoll O'Keefe|
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Adam Payne|
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Nick StevensYoung Women in Finance (YWF) Committee Members - Auckland
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Young Women in Finance (YWF) Committee Members - Wellington
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Laura Matthews
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Christchurch Committee Members
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Amanda Ng
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Investment Advisor, Hamilton Hindin Green |
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Private Banker, BNZ |
Kelsie Harris
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Logan Schokking
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Jamie Street
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AMBASSADORS
INFINZ Auckland Ambassadors:
Armillary Private Capital - Anahita Haridasani
ANZ - Kelly Robinson
ASB - Chandna Bedi and Eddie Wilkes
BDO - Katrina Rasmussen and Trent Walker
BNZ - Bridie Walsh
Cameron Partners - Zach Ryan and Evan Manning
Chapman Tripp - Emerald Johnstone
China Construction Bank - Karen Zhang
Grant Thornton - Karen Guan
MinterEllison - Hannah Cross
Northington Partners - Jesse Tang
NZ Super Fund - Alana Chhour
NZX - Rebekah Hakiwai
MUFG Bank - George Blake
Russell McVeagh - Richelle Go Ocao
Westpac - Ann Kim
INFINZ Wellington Ambassadors
INFINZ STAFF
Jim McElwain
Email: exec@infinz.com
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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.
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Bernice Archer
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Iona Gibbs
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Kirsty King
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Faith Taylor
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Penne Clayton
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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.
