Meet The Team

Malcolm Papworth

Authorised Financial Adviser, B Com. (Otago)

Malcolm is the founder and Managing Director of Papworth Financial Advisers Limited.

For over 34 years, he has developed a high level of expertise and experience implementing flexible financial retirement strategies to help individuals –couples – families – widows – divorcees – business owners and trustees, achieve a higher probability of reaching their financial goals now and well into the future.

Malcolm uses a world class ‘Consultative Financial Management’ process, to help clients focus on these two financial topics:

BEFORE RETIREMENT

KiwiSaver, are you getting all the right benefits
Insurance solutions, should you die before age 65

IN RETIREMENT

More Income from your invested money
Strategies to ensure your money does not run-out.

…so that one can live their life with confidence and the assurance in knowing they have a higher probability of reaching their financial goals now and well into the future in order to achieve what is most important to them.

Qualifications:

– Bachelor of Commerce Degree (Otago)
– Life Insurance Diploma
– Financial Planning Diploma (Massey)
– Certified Authorised Financial Adviser (FMA)
– Accredited Investment Fiduciary
– Member of Professional Advisers Association.

Outside of work

Malcom is the father of two adult children and lives in Wanaka (paradise) with Raelene (life partner) and together they enjoy:

– Mountain & Road-biking
– Snowboarding/ Skiing
– Gardening
– Trout Fishing
– Water
– Travel
– Mochaccinos
– Performance Cars
– Quad bike adventure touring

Papworth Financial Team Members

DAMON O’BRIEN

Chief Investment Officer

Damon has 14 years’ experience in the wealth management industry, and is a CFA® charterholder. Damon’s career path has included exposure to a boutique wealth management firm, a national advisory dealer group and a ‘fund of hedge funds’ company.

MITCHELL BRISTOW

Investment Analyst

Mitchell has eight years’ experience in investment management, returning to New Zealand after a number of years working in Hong Kong as a Quantitative Analyst and Risk Manager for funds across a broad range of investment strategies. Read more…

RAELENE THOMAS

Office Manager

Raelene is the Office Manager and takes care of all administrative functions and insurance client relationships. She comes from a very strong administration background with many years working for the Dunedin Skeggs Group and over the last 10 years as an accounting technician for a local Wanaka accounting firm.

Raelene makes the most of living in the Wanaka environment with her involvement in mountain biking, golf, skiing, tramping, 4 wheel driving, quad biking and just getting out into the countryside.

Continue on your path to financial freedom and contact us for a free initial no-obligation consultation, so you can see if we are the right fit for you.

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