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 14 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
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 Financial Advice NZ.
Keeping fit and active is a priority, Annabel’s idea of relaxing is running, mountain biking, sailing and walking the dog.
Disclosure statement: Primary Disclosure – Annabel Riley
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If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!