Simon is authorised to provide financial advice and recommendations to clients.

Prior to joining Pie in 2018, Simon worked at Westpac in Auckland as an Executive Financial Adviser.

Simon holds a Bachelor of Arts from the University of Auckland, a Graduate Diploma in Business Studies endorsed in Financial Planning from Massey University, the Certified Financial Planner designation through the Institute of Financial Advisers and is a Financial Adviser.

Simon is a shareholder of Pie Funds. View Simon’s disclosure statement.

Email: [email protected]

Mark is authorised to provide financial advice and recommendations to clients. Mark is also responsible for client relationships and partnerships for Pie.

Prior to joining Pie in 2018, Mark worked at Deutsche Bank, a global investment bank in London and, prior to that, in commercial banking at ANZ in Auckland.

Mark holds a Bachelor of Commerce and Laws from the University of Otago. He is also a Chartered Accountant, and Barrister and Solicitor of the High Court of New Zealand.

Mark is a shareholder of Pie Funds. View Mark’s disclosure statement.

Email: [email protected]

Sam is authorised to provide financial advice and recommendations to clients.

Prior to joining Pie in 2015, Sam worked at A-Ward in Auckland as Commercial Manager and prior to that, as a Senior Tax Consultant at Deloitte in Auckland.

Sam holds a Bachelor of Commerce from the University of Auckland in New Zealand. He is also a Chartered Accountant and a Financial Adviser.

Sam is a shareholder of Pie Funds. View Sam’s disclosure statement.

Email: [email protected]