Ross Fowler, AIFA®, Managing Director

Ross is Managing Director of fi360 (Australasia) Limited, with responsibility for the practical implementation of services in New Zealand and Australia, in conjunction with the Center for Fiduciary Studies (Pittsburgh).

This has involved establishing and teaching the AIF® course (provided in association with Massey University), the development of technical support to AIF® designees and consulting services to fiduciaries, including legal and accounting firms, financial adviser groups, investment committees and boards.

As Managing Director his primary focus is the ongoing development of both the AIF course material and fi360 services to ensure relevance in the NZ and Australian financial intermediary environments.

Ross graduated from Auckland University having studied Urban Valuation and completed post graduate studies at Lincoln College in Rural Valuation and Farm Management. Initial years in valuation practice were followed by 15 years of consulting on property development and investment with corporate clients. He then completed his Diploma in Business Studies (Personal Financial Planning) through Massey University.

Ross has assisted professionals, trustees, and investment advisers to keep pace with new standards and gain access to advanced investment solutions and decision making technology, thus enabling them to discharge their responsibilities and bring genuine value to their clients and beneficiaries.

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Johan van Blerk

Johan has worked in the financial markets since 1998. He held positions in trading and portfolio management at various South African based share broker institutions. Most recently he was senior dealer at National Bank Private Banking in Wellington. His experience is mostly in the areas of equities and fixed interest securities. He has a B.Econ (Hons) and is a member of the Institute of Finance Professionals New Zealand Inc (INFINZ).

Jill Fowler AIF®

Jill’s primary role is to provide documented strategies for those with fiduciary responsibilities. This includes reviews of fiduciary compliance, assessing investor confidence and investment portfolio critiques that are relevant and specific to each client.

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Anita Gray

Anita joined the fi360 (Australasia) team in October 2005 having recently immigrated to New Zealand from the UK. Anita’s primary role at fi360 is PA to the Managing Director – Ross Fowler including coordinating AIF® programmes, conferences, AIF® administration and renewals.

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