Hobson Wealth Partners fills ranks

Private wealth advisory firm Hobson Wealth Partners has announced a series of hires to expand its operations team.

Friday, July 13th 2018, 6:00AM

Shaun Montgomery has been appointed in the role of head of clearing and custody, Liz Tafa comes on board as a senior dealer, while Michelle Fabish will be joining the team as settlements officer based in the Wellington office.

Montgomery comes from a role as senior operations manager at Craigs Investment Partners in Tauranga. Prior to that, he also worked as a financial institution operations manager at Lehman Brothers Australia and settlements manager at JP Morgan Nominees Sydney.

NZX accredited dealer and trainer Tafa brings with her an extensive history in trading. Her most recent role was with ASB as senior stock exchange perator, a position she held for 11 years. She has a wealth of experience from this role, where she managed the day-to-day running of the ASB securities dealer desk, responsible for building strong internal and external relationships for her client base.

Fabish brings over eight years of specialist settlements experience, where she was responsible for settling all New Zealand equity and fixed interest market trades. She has held a variety of financial services roles for the likes of JP Morgan, Forsyth Barr, Macquarie Financial Services, and most recently at ANZ Securities.

Hobson Wealth Partners managing director Warren Couillault said: “Shaun, Liz and Michelle’s collective experience and industry insight make them a crucial part of the Hobson Wealth team. We look forward to welcoming them on board.”

Tags: Hobson Wealth