Experience you can trust

To be of the greatest help to our clients, Strategi Group has an ever-growing 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.

Strategi’s team is made up of both full-time and part-time staff, plus specialist contractors. Each member of the team has a specialist skill they bring, be it in training, compliance management, marketing, IT and software training, or business development.

The compliance team has significant experience in licensing and compliance, plus operational experience in financial advisory businesses, corporates, and with regulators. All Strategi’s AML/CFT auditors are ACAMS qualified.

Our Institute team of trainers, assessors and mentors comprises industry professionals who are exceptional in their field of expertise. All are required to have achieved the National Certificate in Adult Education and Training (Level 4) or a similar level qualification. All have been involved in the financial services industry for a number of years either as insurance or investment advisers, trainers, mentors or assessors, or in the provision of support services.

Each Strategi Group team member 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.

Strategi's senior management team members are shown below.

David Greenslade

BA, MBA, Dip Mgt, Dip Bus Studies (PFP), AFNZIM, MInstD, AFA
Managing Director, Strategi Limited and Strategi Institute Limited

David is an Authorised Financial Adviser (AFA), an Associate Fellow of the New Zealand Institute of Management (AFNZIM) and a member of the New Zealand Institute of Directors. He is a member of the five person expert panel Financial Dispute Resolution (FDR) which is an approved Dispute Resolution Scheme. He is also a member of the Financial Services Sector Review Group (FS-SRG) which is working to draft the new educational qualifications for financial advisers.

David 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 and roadshows in New Zealand and overseas.

He is the author of a number of books, 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 Practice Manual, and the Investment KnowHow series of publications. He regularly has articles or comment published in Good Returns, National Business Review, Asset Magazine, Money Management, Journal of Financial Advice, and Leading Minds Academy. David has written much of the content for the Level 5 training courses, plus has developed and published the regulatory handbook Regulatory Guide for the Financial Services Industry: A Key Resource for Authorisation. He is also founder and promoter of the annual Finology Conference.

A Disclosure Statement for David Greenslade is available on request and free of charge.

Nikhil Ghate

BE, MMS (Finance), GradDipBus Studies (PFP), CFPCM, CLU, Certified Anti-Money Laundering Specialist (CAMS)
Manager – Governance, Risk and Compliance

Nikhil brings a huge amount of practical knowledge and experience to his role as Manager - Governance, Risk, and Compliance 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.

Laurie Anderson

BA, Dip Mgt
Manager – Licensing and Special Projects, Acting Manager Strategi Institute

Laurie has undertaken a wide variety of roles during her career, including research with the Department of Statistics, planning for Air New Zealand, MP and constituency support for Parliamentary Services, running her own manufacturing business and, just prior to joining Strategi in 2010, acting as a licensed Immigration Adviser.

Initially Laurie joined Strategi as the Manager of Strategi Institute, maintaining and enhancing its reputation as the most respected provider of adviser training and support services. During this period, she built Strategi Institute to a level where it has consistently attained the highest qualitative rating that can be provided by NZQA, launched Radar – the industry wide online education platform, oversaw the development and continuous update of course material, developed a range of short courses, and structured the Institute to provide online, distance and classroom based learning.

Laurie is now Manager Licensing and Special Projects. This is a key role and is pivotal in assisting businesses to transition to the FMCA regime. Her attention to detail and outstanding organisational skills are ideal for managing the Strategi Group project work and optimising workflow processes so Strategi and Strategi Institute can continue to deliver exemplary service to our clients.

Elize Pretorius

BTech Education, Post School
Academic Manager

Elize has extensive experience within the education, quality assurance, accreditation and training industries.

Most recently Elize was self-employed, providing education and training consulting service to clients. Prior to that Elize worked in quality assurance for CATHSSETA, a large ITO in South Africa, overseeing accreditation of training institutions, programme approvals, external moderation and quality management frameworks. Elize also has experience as a facilitator, and in developing training programmes.

Her role at Strategi Institute encompasses meeting all NZQA and ITO requirements, and academic management which includes overseeing the development and continuous update of course material, developing a range of short courses, and the day-to-day running of the Institute.

Elize’s responsiveness, and ability to make reasoned and knowledgeable decisions, while providing steady leadership makes her an asset to Strategi Institute as it continues to deliver a quality education experience to its clients and students.