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 has young twins with his wife Natasha. He enjoys golf, racquet sports and running in his spare time from busy family life.

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 as a Senior Tax Consultant at Deloitte in Auckland.

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

Outside of work, Sam has a busy family life with wife Aimee, two daughters and a labrador. He is passionate about boating, golf and has recently got into marathon running.

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

Email: [email protected]