Our Team

About

Introducing our Christchurch Team

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Corey John Williams
Director - Financial Adviser - Insurance

P 03 366 4220
M 021 288 0600
E corey@swainwoodham.co.nz

Experience and Qualifications

I joined SwainWoodham Group in early 2009, bringing broad experience in business to my role as an adviser. An early career in banking was followed by a series of roles in sales and marketing, management and business development both in New Zealand and in the UK.  Joining SwainWoodham Group has provided a unique opportunity to apply this experience to helping other New Zealander’s achieve their financial goals, personally and in business while ensuring that they will have peace of mind along the way.

My commitment to high performance and continuous improvement in everything that I do is grounded in my involvement in competitive cycling at a national level and sport management internationally.

Since joining SwainWoodham Group I have undertaken extensive advisor training and will continue to do so to ensure that my industry and product knowledge is always at the highest level. In 2011 I became a Partner, and can now say I am proud to be a major shareholder in our Company. 

MDRT - Top of the Table (TOT) and Court of the Table (COT) honours

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Brian William Burgess
Director - Financial Adviser - Insurance

P 03 366 4220
M 027 201 2763 
brian@swainwoodham.co.nz

Experience and Qualifications

I first entered the Life Insurance Industry in 1996 and have enjoyed working with and learning from a number of Senior Insurance Advisers within their respective Firms over that period of time.

Apart from many years of experience within the Insurance Industry I have kept up to date with the knowledge required by attending ongoing training and seminars offered both within the industry and outside of it.

In 2007 I formed Insurance Plus and enjoyed rapid growth through outstanding client focused service and advice.

In September 2010 Insurance Plus incorporated its client base into SwainWoodham Group where I am now a Senior Adviser and Director.

MDRT - Court of the Table (COT)

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Andy Pender
Financial Adviser - Insurance

P 03 366 4220
M 027 464 4032
E andy@swainwoodham.co.nz

Experience and Qualifications

I have been an insurance adviser since 2020, joining the SwainWoodham group in December 2022.

 Leveraged from my 16 years in professional aviation, I take a strategic and procedure-driven approach to my insurance advice. I see many similarities between insurance with aviation. My clients rely on me to keep them and their loved ones or businesses safe; I don’t take the responsibility lightly when entrusted with a family or business's insurance needs.

While now only flying recreationally at the weekend, I was previously Medical & Welfare Director for the NZ Airline Pilots Association for several years, assisting members with their insurance and providing support after aircraft incidents and guidance during mental health and aviation medicine challenges.

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Jim Smith
Senior Financial Adviser

P 03 366 4220
E jim@swainwoodham.co.nz

Experience and Qualifications

FIA, CERA, CFA, FRM, SCR, CFP, FPFS

I entered the financial services industry in 1995 and joined the SwainWoodham Group in June 2023.

I have broad range of experience in advising private clients, investment advice to large institutional pension funds and financial planning for international migrants. 

I have a passion for helping others succeed financially and joining SwainWoodham has provided a unique opportunity to apply this experience and partner with New Zealander’s and international migrants to help them achieve their financial goals.

Outside of work I enjoy keeping fit, playing masters football and socialising with friends and family.

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Martin Fox
Financial Adviser - Investment

P 03 366 4220
E martin@swainwoodham.co.nz

Experience and Qualifications

From a young age I have enjoyed working with people, building relationships, and investing money. In my role as an investment adviser, I work with clients to help them define their financial objectives and create a tailored investment strategy.

I joined SwainWoodham Group in March 2022 which was an exciting move for me after 18 years in aviation. I am proud to work for a financial advice provider who has a long history of doing the best by its clients. I value forming long lasting relationships with clients via our friendly, discrete, and high performing wealth management service.

Integrity, empathy, and doing the best by people, is, and always will be at the core of what I do.

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Lynette Anderson
EA to Brian Burgess

P 03 366 4220

lynette@swainwoodham.co.nz

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Emily Neill
EA to Corey Williams
On Maternity leave for 2023

P 03 366 4220
emily@swainwoodham.co.nz

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Harriet Kennerley
PA Insurance & Investment

P 03 366 4220
E harriet@swainwoodham.co.nz

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Lou Milne
Admin Support

P 03 366 4220
E support@swainwoodham.co.nz