BCom (Marketing), Grad Dip BusStudies (endorsed Personal Financial Planning), , AFA
Peter began his career in financial services straight from University. He rapidly rose through the ranks of State Insurance and AIG and quickly became an expert in assessing and pricing risk.
A short stint in the corporate branch of State Insurance to learn the basics was followed by three years as a Head Office underwriter, by which point Peter had a true appreciation of risk assessment, conditions and pricing. In 1994 Peter left Wellington, and head Office, to run the Auckland Commercial Development Unit. Quickly establishing his name in the market, Peter was approached to join AIG in 1997.
Peter’s AIG career saw him cross the ditch to Australia, but with a young family, the lure of home and a non-corporate role was sufficient to entice Peter back to NZ and the business as a Financial Planner.
Peter joined the family business, Coltmans, in 2001 and took over on the retirement of its founder (his father, Ross). He joined the Milestone group in 2010. Peter has qualified as a Certified Financial Planner (CFPCM) and maintains membership with both the IFA and SIFA to ensure he keeps up to speed with market developments. Peter is an Authorised Financial Adviser (AFA).
Peter is married to Mary and together they have two daughters, Bailey and Madison. He enjoys spending time with his family and escaping to the family caravan situated at Mangawhai, whenever it is possible. Here he can be found boogie boarding, fishing, reading and having a yarn with other Mangawhawaiians!
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Dip Bus. Studies , AFA
Dennis Green was born in Wellington, but then spent his childhood on a coastal farm at Russell, Bay of Islands.
At an early age, Dennis developed a passion for finance and banking. This resulted in Dennis over the next 20 years having a multitude of jobs in international banking.. Dennis’s managerial skills, banking expertise and client relationship skills enabled him to rapidly rise to senior managerial level. In the mid 1980’s Dennis identified that personal banking and financial planning was the way of the future.
This enthusiasm resulted in him being appointed to head up and develop the Westpac Personal Investment Centre located at Remuera, which he opened in 1987. Dennis quickly grew this organisation and was regarded as being a star performer in the financial planning arena within the Westpac Group.
Following the national closure of the Westpac Personal Investment Centres in April 1993 Dennis Green and Associates Ltd was established.
In 1987 Dennis passed with credit the Investment Training College (Australia) certification and by correspondence continued his study through to a Diploma in Business studies with Massey University and a Certified Financial Planner (CFP). Dennis is an Authorised Financial Adviser (AFA) and maintains membership of the IFA.
Dennis is constantly striving to upskill in order to bring further benefits to all clients. This has led to the decision for Dennis Green & Associates Ltd to join Milestone Financial Services (Auckland) Ltd to enable an expansion of services to clients especially in the area of new technology.
A keen sportsman, having played rugby (captain and coach), completed 19 marathons and currently a regular golfer, Dennis is a former executive board member of the Manukau Golf Club.
Dennis is passionate about his work and looking after his clients. He believes in developing strong long term client relationships, educating his clients about their finances and providing a holistic approach to how to do better with one’s money
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Dip Bus Studies (Personal Financial Planning) , , AFA
Mark grew up in Papatoetoe, and on leaving school embarked on a ten year career as a plumber, completing an apprenticeship and becoming a Craftsman Plumber and Gasfitter. Mark enjoyed this career until he suffered a work related illness which was the trigger for reactive arthritis. This was a catalyst for Mark seeking an alternative career.
Mark took up the opportunity to join his father’s Financial Planning business, Dennis Green & Associates Ltd, in April 2001.
Mark has completed a Graduate Diploma in business studies in personal Financial Planning through Massey University and has qualified as a Certified Financial Planner (CFP). Mark is an Authorised Financial Adviser (AFA) and maintains membership of the IFA
Mark has been involved in rugby, as a player and coach of the Papatoetoe Restricted (under 85kg) team. He is well travelled, and has done the big O.E. working in London and travelling through parts of Europe, Africa and Asia. In his spare time Mark enjoys diving and fishing along with spending time with family and friends.
Mark gains real satisfaction from helping his clients achieve their personal financial goals and enjoys the peace of mind he is providing family and friends by insuring their greatest asset, themselves. He is committed to helping his clients prosper over the long term.
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