Meet The Team

malcolm-papworth

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

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.

Read More…

Mitchel BristowMITCHELL 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 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.