Each member of the team has a specialist skill they bring; be it in compliance management, marketing, IT and software training, or business development. Each member also has the ability to ‘look at the bigger picture’, and the experience that allows them to fit in and act like a member of your team from the very beginning.
The team at Strategi is a mixture of salaried staff and contractors, plus we can draw on the resources of Strategi Institute for larger projects. Strategi Institute team profiles.
David Greenslade, AFA, BA, MBA, Dip Mgt, Dip Bus Studies(PFP), AFNZIM, is the Managing Director of Strategi Limited.
He is a sought-after speaker on all aspects of finance and investment. David regularly speaks at various clubs, plus conducts regular public seminars from two hours to one day in duration. He has spoken at the MDRT international conference plus a number of adviser conferences in New Zealand and overseas.
He is the author of a number of publications, including ACES and Harness the Opportunity to Build Profitable Businesses. He is the publisher and editor of the Sales & Marketing Kit for financial advisers, Portfolio Construction Manual, Best Practices Manual, and the Investment KnowHow series of publications.
He regularly has articles or comment published in financialalert, Good Returns, NBR and Asset Magazine.
A Disclosure Statement for David Greenslade is available on request and free of charge, a copy can also be downloaded below.>> Back to top
Systems Support Trainer
Retha has extensive experience working with financial advisers and support staff and is widely regarded as one of the most proficient, patient and knowledgeable trainers on new platforms and technology in the New Zealand financial planning industry.>> Back to top
Best Practice and Compliance Officer
Nikhil brings a huge amount of practical knowledge and experience to his role as Best Practice and Compliance Officer with Strategi Limited. He is extremely well educated and has worked at the front line of the financial services industry for a number of years.
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