About Our Team
Meet the team of experienced and qualified financial advisers who make up Kepler Group.
Ph: 03 214 6300
Dianne comes from a farming background in Eastern Southland. After a 20 year career at the IRD in tax, technical and senior management positions Dianne had a senior role managing an accounting firm with four company sites and 120 staff. After her husband’s death through cancer 10 years ago she decided to take on this financial planning business and is an Authorised Financial Adviser (AFA). Living through the challenges of losing a partner, places her in a unique position to help clients who have had similar experiences.
Dianne’s client base includes people who are building their retirement savings or have reached retirement and want their money managed during their lifetime. She specialises in managing family trusts and estate portfolios.
Dianne has an adult daughter and in her spare time she enjoys travelling, interior decorating, collecting art, sipping on a good chardonnay and getting involved in the community.
Disclosure statement: Primary Disclosure – Dianne Logan
AFA, DipBus, NZSE Dip,CFPCM
Ph: 03 214 6300
Anthony comes from Invercargill and has 25 years experience which includes a strong tax background and spent time as a stockbroker before joining Kepler Group. He is an Authorised Financial Adviser (AFA) and Certified Financial Planner (CFP) and has also completed a Diploma in Business Studies (Personal Financial Planning). He also has a New Zealand Stock Exchange Diploma and he is an active member of the Institute of Financial Advisers.
Focusing on planning and investment he uses his specialist experience to advise on direct shares as part of an overall portfolio construction. Anthony’s typical clients are a wide range of ages and covers people who are building up their wealth or who are in the spending phase to enjoy their retirement. He also specialises in helping trustees of family trusts.
Anthony takes a keen interest in most sports, with two children who are active in squash and hockey making his family life busy.
Ph: 03 214 6300
Annabel has worked in banking and financial service positions including the investment area of the Southland Building Society. In 2010 she moved back to Southland and took on the role of in-house risk specialist for Insurance Brokers Alliance Ltd.
Annabel is an Authorised Financial Adviser (AFA), and Certified Financial Planner. She has completed a Diploma in Business Studies (Personal Financial Planning) and a National Certificate in Financial Services (Financial Advice) and Annabel is a member of the Institute of Financial Advisers.
Keeping fit and active is a priority, Annabel’s idea of relaxing is running, mountain biking, sailing and walking the dog. She also coaches hockey and athletics, while also playing taxi-service for an active teenage son.
Disclosure statement: Primary Disclosure – Annabel Riley
KEPLER CENTRAL OTAGO
AFA, ANZIM, DipBus, CFPCM
Phone 03 442 9276 Email: email@example.com
Ricky lives in Queenstown and is the Managing Director of Kepler Group Central Otago Limited. He is a qualified Authorised Financial Adviser, Certified Financial Planner and a member of the Institute of Directors.
Having worked in the financial advisory sector for over three decades, Ricky Bennett is one of the industry’s most recognizable figures. His contribution to the industry is far reaching, having served on many financial services committees. In 2003 he was awarded NZ Financial Planner of the year and in July 2015 was granted a Discretionary Investment Management Service licence. He draws on his wealth of experience to provide his clients with well-founded investment advice.
Ricky places importance on family and community and enjoys many outdoor leisure pursuits in his spare time.
KEPLER GROUP (S.C) LTD
AFA, BCom (Ag)
Ph: 03 6888568
Nigel Kerr has been an influential figure in the Timaru business scene for many years.
Originally from a South Canterbury farming background, he spent five years in Africa working first as an agricultural financial consultant and then with the World Bank.
On his return to New Zealand, Nigel became the manager of the Broad Bank’s Timaru branch, leading it to become the country’s fastest growing bank. He has also served as a director of Timaru Shipping Services, helped establish food and drink processing businesses and worked as a sharebroker.
In 2005 Nigel established investment and financial planning partnership Cocker & Associates. His wide ranging experience and knowledge enables him to provide expert advice to a broad range of clients – from charitable trusts to local companies, farm owners, and individuals planning for retirement.
When he’s not at work Nigel can often be found working in his garden. He also likes to stay active, playing tennis regularly and skiing whenever he can get to the mountain.
Disclosure statement: Primary Disclosure Nigel Kerr
KEPLER OTAGO (2014)
Ph: 03 471 7127
I have been working in financial services for the last 15 years. As an Authorised Financial Adviser (AFA) I look after the investment needs of individuals, trusts and corporations. I construct investment portfolios based on individual objectives and personal risk tolerances. And then, incorporating rigorous investment criteria and disciplines, marry these to the asset classes, sectors and funds best placed to achieve the desired results.
I have a BPhed from the University of Otago, a Diploma in Business Studies – Personal Financial Planning from Massey University. I am an Authorised Financial Adviser (FSP No. FSP14661), a Certified Financial Planner CFPCM and member of the Institute of Financial Advisers (IFA).
Outside of work, I am kept busy spending time with my two young children, Aggie & Oscar, and when time permits I enjoy spending time socialising with friends, playing social cricket and following various sports.
Disclosure statement: Primary Disclosure Statement AFA Craig Fraser V6