Our People
The times are uncertain. The relationship isn't.
We have a team of some of New Zealand's most experienced investment professionals as part of the team. That means we have experience in both investment market cycles and how to help investors arrive at a portfolio that will meet their current life stage.
Our team includes:
Graham Duston, Executive Director
Graham has over 23 years experience in the financial services industry. Graham has extensive investment management experience. During his time in the industry Graham has been responsible for the introduction and management of some of New Zealand’s most successful investment programmes such as TOWER’s TORTIS Funds and ANZ’s Ascent Investment Programme. Prior to joining FANZ he was the General Manager of ANZ Funds Management and New Zealand Manager of ANZ Life New Zealand and has also held senior management roles with TOWER Trust Services and Armstrong Jones (now ING NZ.) He is a Southlander and holds a Bachelor of Commerce and Post Graduate Diploma in Commerce from Otago University and the national Certificate in Financial Services (Level 5). Graham is also an Authorised Financial Adviser.
Email: graham.duston@sbs.net.nz
Phone:
(03) 963 4916
* A Personal Disclosure Statement is available upon request and free of charge.
Derek Young, Director
Derek Young is one of New Zealand’s most experienced funds management professionals. Derek has over 19 years experience working for leading funds management organisations such as TOWER, ANZ Funds Management and ING in senior management roles. Prior to joining FANZ, Derek was a General Manager for ING as well as being responsible for the operations of ANZ Life (New Zealand). Derek holds a Bachelor of Commerce and Administration and is also a Chartered Accountant.
Email: derek.young@sbs.net.nz
Phone:
(04) 499 6936
Iain Smaill, Chief Accountant
Iain Smaill is a leading expert in Funds Management Operations, Accounting and systems. Iain has over 14 years experience in a variety of accounting system and operation roles with leading funds management organisations such as TOWER, and Colonial. Iain has a range of wider organisational experience and prior to joining FANZ was a Financial Accountant for the New Zealand Film Commission. Iain is also well versed in information technology and has been involved in systems implantation and design at a number of organisations. Iain is a Chartered Accountant and is also Microsoft Certified in a number of applications.
Email: iain.smaill@sbs.net.nz
Ph:
(04) 499 6724
Peter Ophuis, Financial Adviser, Christchurch, Papanui, Riccarton and Ferrymead
Peter has over 20 years financial services experience with the last 11 years working as a private banker for a large trading bank. Peter specialises in the investment area and has a wide range of experience. He holds a Financial Planning Diploma. Peter looks after the Canterbury area for SBS Financial Advisers and is also an Authorised Financial Adviser.
Email: peter.ophuis@sbs.net.nz
Ph:
(03) 963 3695
* A Personal Disclosure Statement is available upon request and free of charge.
Allison Cooper, Financial Adviser, Southland
Allison comes to SBS with a wealth of experience having spent 22 years in the BNZ, working in Queenstown, Gore, Winton and Invercargill. Allison performed a variety of management roles for the BNZ during her banking career. Prior to joining SBS Allison worked for six years as an Insurance Broker and Superannuation Consultant for a financial planning firm in Invercargill. Allison looks after the Southland region for SBS Financial Advisers. Allison holds the National Certificate in Financial Services and is also an Authorised Financial Adviser.
Email: allison.cooper@sbs.net.nz
Ph:
(03) 211 1236
* A Personal Disclosure Statement is available upon request and free of charge.
Janice Vallance, Financial Adviser, Otago
Janice has over 25 years experience in banking and investment advice for leading New Zealand banks. Janice has a wide range of experience in helping New Zealander's achieving their financial goals and focused on delivering a high and professional level of service to clients.
is also an Authorised Financial Adviser. Janice looks after the Dunedin and Central Otago area for SBS Financial Advisers and holds the National Certificate in Financial Services (Level 5). Janice is also an Authorised Financial Adviser.
Email: janice.vallance@sbs.net.nz
Ph:
(03) 470 0491
* A Personal Disclosure Statement is available upon request and free of charge.
Grant Watson, Financial Adviser, Tasman/ Marlborough
Grant has over 20 years in financial services, funds management and investment advice. He is a general member with the Institute of Financial Advisers. Grant's focus is on helping investors to create and preserve wealth, through open discussion and personalised investment strategies. Together we are part of a passionate team of people focused on helping investors achieve their life stage goals. Grant looks after the Tasman area for SBS Financial Advisers and holds the National Certificate in Financial Services (Level 5). Grant is also an Authorised Financial Adviser.
Email: grant.watson@sbs.net.nz
Ph:
(03) 579 1682
* A Personal Disclosure Statement is available upon request and free of charge.
Together we are part of a passionate team of people focused on helping investors achieve their life stage goals.