Meet the Canterbury Team

Milestone Financial Services (Canterbury) 2016 Limited

Office: Level 1, 322 Manchester Street
Christchurch 8143
Postal: PO Box 21-323
Christchurch 8143

Telephone: (03) 964 6082
Fax: (03) 962 2992

Email Milestone Canterbury

 

 

Richard Holden no tie-0-774Richard Holden

GradDipBusStudies (Personal Financial Planning), Certified Financial Planner , Chartered Life Underwriter (CLU), Authorised Financial Adviser

Over 30 years ago, Richard joined the financial services industry, and since then he’s gone on to achieve success in everything from sales and sales management to regional management and company directorships. He has mentored many successful advisers and managers and continues to do so as part of his commitment to the financial planning and advisory industry.

Richard began the business that would evolve into Milestone Canterbury back in 1997 – providing the groundwork for many years of guiding clients to achieve their financial dreams.

Over the years, Richard has achieved the highest designation in the financial planning and insurance advisory colleges of the Institute of Financial Advisers, and continues to invest in his own development for the benefit of his clients. Just as he did then, Richard enjoys getting to know his clients on a personal level and many of his long-term clients are now friends.

A keen golfer (but reluctant gym attendee), Richard is married to Eileen and they have two sons and a daughter. Richard loves spending as much time as he can with his family, especially his grandchildren.

GradDipBusStudies (Personal Financial Planning), Certified Financial Planner , B.Com (Economics), BA (Classical Studies), Dip Teach (Secondary), Authorised Financial Adviser

A Christchurch local, Richard joined the Milestone Canterbury team in September 2006, initially as a para-planner then as a financial adviser.

His background in education, finance, and banking give a strong basis for the interactive style of financial planning he engages in with clients.

Richard views financial planning as a journey to be embarked on. The skills gained from his time as a classroom teacher and working in banking – both in New Zealand and the UK – he now applies in the advice process. Richard is passionate about engaging in financial education and literacy.

Outside of work, Richard’s usually busy with wife Heather and their three children, or playing hockey, mountain biking, running, reading, or listening to music.




Paul RobertsonPaul Robertson

B.Arts (Economics and Sociology), Registered Financial Adviser

With over 30 years’ experience in financial services, Paul “Robbie” Robertson has officially been there, done that.
Paul has worked as a civil servant, and in credit and accounting before he joined Richard Holden at Caledonian Financial Services in 1993 as a financial adviser. He continued on with Richard into Milestone, and now specialises in personal risk insurance. Focusing on building strong relationships with his clients, he takes the time to get to know their situation and is meticulous with all the details.

An avid sports fan, Paul is a strong supporter of rugby and cricket, and both played and coached until well beyond the age limits of most. These days, you’ll find him spending time with wife Alison and their three sons, Iain, Ben, and Cameron.




 

Melissa AllenMelissa Allen (2)-141-850

GradDipBusStudies (Finance), BA (German, History), Authorised Financial Adviser
Raised on a farm just out of Dannevirke, Melissa has called Canterbury home since coming here for university. Now, she helps improve the financial confidence of her clients, no matter their stage in life.

With a background in banking and investment, she’s had roles in everything from customer service through sales and mortgage support, to portfolio management for private banking – roles that have equipped her with the ability to deal with any kind of client and help them find a way to achieve their goals.

She joined the Milestone Canterbury team in September 2013, initially as a para-planner while continuing her studies in Finance. She is now an Authorised Financial Adviser, helping guide people along their financial journey and achieve financial confidence.

When not at Milestone, you’ll find Melissa spending as much time as possible with husband Peter and their two daughters.

Email Melissa Allen




 

Brian DavidsonBrian Davidson-31

GradDipBusStudies (Finance), Registered Financial Adviser

Originally from a farming background, Brian has 22 years’ experience in financial services. He started with the Prudential in 1988. Brian established an insurance and investment planning practice in Ashburton over the next 17 years before selling his business to Milestone Financial in 2005. He and his wife Penny spent the next 8 years in Christchurch as owner/operators of the Camelot Lodge.

Brian held the Certified Financial Planner (CFP) designation and has a Diploma Bus Studies endorsed in Personal Financial Planning (Massey). In 2014 he returned to the financial services industry and reconnected with many of his old clients when he joined the team at Milestone Financial in Canterbury. He now specializes in personal insurance advice.

Putting the needs of the client first has always been his main priority. Brian lives at French Farm and enjoys sailing on the Akaroa Harbour or sitting on his deck with a glass of wine and his guitar when he’s not hard at work (or watching test cricket).

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Gerard GrantGerard Grant -581

GradDipBusStudies, National Certificate in Financial Services (Level 5), Authorised Financial Adviser
Coming from a wine industry background, this experience has ranged both internationally and here at home. After working in account management for a UK firm to Global Sales Manager for an Australian wine company, Gerard went on to develop his wine distribution business to a leading Australian supermarket group.
With years of first-hand knowledge and his industry training Gerard understands the priorities of both large corporates and SMEs. He can quickly cut to the chase and address any past, present and future issues facing the business owner.
Be it for these companies or personal clients Gerard’s ethos is simple but effective, flexible but focused. He knows it’s his job to facilitate a clear understanding of all pertinent issues facing the business owner and the household; ensuring clients are fully aware and empowered in their decision-making. Only then, working together, can he provide direction through the many steps it takes to achieve their financial goals.
It’s about putting in the hard work before small problems become big challenges.

Away from the busy days Gerard stays active with running and swimming and with a keen interest in sports administration, particularly rugby. Married to Michelle, and with four children, he is happily looking forward to their successful futures also.

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