To be of the greatest help to our clients, we have assembled a team of highly qualified, highly dedicated people with skills that range from the specialist to the generalist. It’s important we can look at your business instantly and see ‘the wood for the trees’, saving you time on analysis and finding solutions more quickly.
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.
David Greenslade
Managing Director
David Greenslade, 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.
Profile of David Greenslade
Disclosure statement for David Greenslade
Chitral Wijesinha
Best Practices Manager
Chitral is the technical expert within Strategi, having previously spent many years with Citibank in Sri Lanka as a Fixed Interest Trader. Chitral is responsible for all the compliance reviews for our networks, assisting advisers to achieve and maintain Best Practice standards.
>> Back to top
Jon Collier
Adviser Services Support
Jon has a diverse role at Strategi Ltd. This involves providing technical support to financial advisers plus facilitating software migrations to new platforms, developing model portfolios, paraplanning and project management. Jon is dedicated to assisting financial advisers move to the next generation of world class financial advising businesses.
>> Back to top
Retha Coetzee
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
