Our Directors have accumulated a wide range of international business experience, including over 40 years in the international fiduciary services sector in multiple jurisdictions.
Our Directors and Professional Trustees hold a wide range of professional qualifications, including law, accountancy, and compliance and are members of the New Zealand branch of STEP (the Society of Trust and Estate Practitioners). In addition to speaking English, our business development director speaks Mandarin, Cantonese, Hokkien and Teochew.
As is common in the fiduciary services sector, we do not supply legal, accountancy or tax advice to our clients.
B.Com (Auckland)
Member, CAANZ
Registered Trust and Estate Practitioner, STEP
Justice of the Peace
Geoff has extensive experience of over 40 years in the management of private clients’ assets, Trusts and compliance and has held senior positions at a number of NZ trust and company service providers since joining the NZ Public Trust Office in 1973 as an estates administrator.
Geoff also participates actively in the formation and administration of a number of NZ charitable entities.
Since the introduction of new anti-money laundering legislation in 2007, Geoff has been directly involved with the development and implementation of enhanced corporate compliance programmes and mandatory compliance reporting.
Diploma in Trusts and Estates Administration
Higher Diploma (Advance Diploma) in Hotel Management
Advanced Training in Guest/Employee Relations
Registered NZQA Assessor
Certified Assessor/Certified Auditor – ISO 9000
Since migrating to NZ in 1995, Mark has held a number of senior roles in Central Government in NZ over the last 13 years, most recently with the Department of Internal Affairs as a Senior Advisor in its Office of Ethnic Affairs, developing engagement strategies to promote intercultural awareness to government and private sectors.
He has strategically led a nationwide economic development work areas that required the establishment of close ties with foreign diplomats, central government agencies, the local government, Economic Development Agencies New Zealand, 14 Regional Economic Agencies, business organizations, and business councils. Leading the brand EPIC NZ (Ethnic People In Commerce) - an economic development programme (solution base) with four key deliverables for the whole of New Zealand.
Before entering the private sector, he was a co-project leader on The Ethnic Reporting Entities Engagement Project – to identify ethnic reporting entities within the sector regulated (Anti-Money Laundering Unit) by Department of Internal Affairs at the Regulatory Unit, Financial Integrity team and gain an in-depth understanding of the Anti-Money Laundering & Countering Financing of Terrorism Act (2009), as well as how the financial sector operates.
Mark is fluent in Chinese/Mandarin, Malay and Asian Dialects (Cantonese, Teochew, Hokkien).
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