Experience you can trust
Strategi Group (comprised of Strategi Limited and Strategi Institute Limited) is a team of highly qualified, highly dedicated people with skills that range from the specialist to the generalist. The Group is overseen by a three-person board, responsible for guiding the strategic direction of the company.
David has been involved with the financial services industry for over four decades in three countries and currently serves on the Fairway Advisory Board, plus chairs Lifetime Group Ltd and BrightsideCo Insurance Ltd. David has previously served on the Boards of Fidelity Life, Southern Response Earthquake Services, Foxplan, and SuiteBox.
David is the owner of Strategi Group which started in 1999 with the formation of Strategi Limited to focus on assisting the wider financial planning industry in New Zealand to grow. Strategi Institute was launched in 2009 to provide regulatory and CPD training for the financial services industry.
David is a member of the Institute of Management and Leadership, (MIML) and of the New Zealand Institute of Directors. He is also a member of the five-person expert panel Financial Dispute Resolution, and a member of the Financial Services Sector Review Group (FS-SRG) which is working to draft the new educational qualifications for financial advisers. He is also on the board of Britannia Financial Services and Milestone Direct.
Joy has over 30 years’ experience in the finance sector, 25 within financial advisory services. She held senior roles at both ANZ and Westpac, and since leaving her role as Head of Private and Wealth at Westpac, Joy has established a portfolio of purpose-led roles which include Head of Investor Relations at New Ground Capital, Independent Director and Chair of Simplicity NZ Ltd, Trustee and Chair of Auckland Foundation and Director on the Impact Enterprise Fund.
Dan Bell has more than 15 years financial services experience. Dan was most recently in a global role for NASDAQ-listed financial services business Euronet Worldwide Inc. heading up international expansion for XE.com. Prior to this he was Managing Director for HiFX and XE Money Transfer in North America. He also spent a number of years with ANZ National Bank as a senior dealer in their Foreign Exchange and Interest Rate Global Markets team and more than 10 years with HiFX covering New Zealand and Australian markets.
Nikhil brings a huge amount of practical knowledge and experience to his role, having worked at the front line of the financial services industry for many years, and in a range of different environments. He is passionate about helping advisers and their support staff build profitable, valuable and compliant businesses, and ensures he remains current with all relevant legislative and regulatory requirements
Elize has extensive experience within the education, quality assurance, accreditation and training industries. 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.