BCom (Marketing), Grad Dip BusStudies (endorsed Personal Financial Planning), , Authorised Financial Adviser
Email Peter Coltman
You could say that the financial industry is in Peter’s blood – his father, Ross, was a financial planner, and Peter joined the industry fresh out of university.
Rapidly rising through the ranks of State Insurance and AIG, Peter quickly became an expert in assessing and pricing risk. He held various roles at State, from the corporate branch to Head Office underwriter to running the Auckland Commercial Development Unit, before being headhunted by AIG and crossing the ditch to Australia for several years.
Sick of the corporate life and feeling the lure of home, Peter came back to NZ to join the family business, Coltmans, as a financial planner in 2001 – taking over on the retirement of his father and then joining the Milestone Group in 2010. After a lifelong career in financial services, Peter remains passionate about keeping up to speed with financial industry and market developments.
With his wife, Mary, and his two daughters, Bailey and Madison, Peter loves exploring NZ’s best kept secrets, playing golf, and sharing a meal with family and friends.
Dip Bus. Studies, , Authorised Financial Adviser
Born in Wellington and raised on a coastal farm in the Bay of Islands, Dennis developed a passion for finance and banking early on in life. The result? 20 years in international banking, with his managerial skills, banking expertise and client relationship skills helping him rapidly rise to senior managerial level.
Identifying personal banking and financial planning as the way of the future, Dennis developed the Westpac Personal Investment Centre in Remuera, which opened in 1987. Dennis quickly grew this organisation and was a star performer in the financial planning arena within the Westpac Group before establishing his own firm, Dennis Green and Associates Ltd in 1993. This later became part of the Milestone Group to enable an expansion of what he could offer.
Throughout the years, Dennis has picked up multiple qualifications, from the Investment Training College (Australia) to Massey University certification. He is constantly striving to upskill in order to better help guide clients along their financial journey. Passionate about developing long-term client relationships and educating his clients about their finances, he provides a holistic approach regarding how to better manage one’s money.
When he’s not helping clients, you’ll find this keen sportsman out on the golf course and, having played and coached rugby – not to mention, completed 19 marathons – you might find he’s hard to keep up with!
Email Dennis Green
Dip Bus Studies (Personal Financial Planning), , Authorised Financial Adviser
Mark came to the financial industry via a different path than most – after a ten year career as a plumber and gas fitter, he suffered a work-related illness that was the trigger for reactive arthritis.
The need for a new career became evident, and so Mark decided to follow in his father’s financial planning footsteps and join Dennis Green & Associates Ltd in 2001.
Passionate about helping people achieve their personal financial goals, Mark is both qualified and certified in financial planning. Committed to helping his clients prosper over the long term, he gains real satisfaction from the peace of mind he is able to provide friends, family, and clients with by insuring their greatest asset – themselves.
A real rugby man, Mark has been both player and coach for the Papatoetoe Restricted team. He stays active through diving and fishing and loves spending time with family and friends. Having done his big OE working in London and travelling around Europe, Africa, and Asia, it’s also fairly tricky to find somewhere that Mark hasn’t been!
Email Mark Green