About Us
Otago Financial Management has been in business since 1999. We have 12 experienced Advisers all focused on providing the most suitable and up-to-date financial solutions to meet your needs.
We have funds under management of approximately $100 million and service a customer base throughout New Zealand.
All of our Advisers hold an AMP Certificate of Practice and are either Associate Financial Planners [AFP], Associate Life Underwriters [ALU] or Certified Financial Planners [CFP] of the Financial Planners and Insurance Advisers Association [FPIA].
A disclosure statement is available on request and free of charge.
| Greg Wilkinson | | Adviser | | PH: 03 445 0470 | | Mobile: 027 687 7517 | | Email: gwilkinson@ofm.net.nz | 
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| Mike Bunt | | Adviser | | PH: 03 474 3070 | | Mobile: 027 221 2159 | | Fax: 03 474 5009 | | Email: mbunt@ofm.net.nz | 
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| Owen Joyce | | Adviser | | PH: 03 445 0471 | | Mobile: 027 435 7280 | | Fax: 03 445 4890 | | Email: ojoyce@ofm.net.nz | 
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| Tony Chave | | Adviser | | PH: 03 474 3074 | | Mobile: 027 432 1434 | | Fax: 03 474 5009 | | Email: tchave@ofm.net.nz | 
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| George Friedlander | | Adviser | | PH: 03 474 3078 | | Mobile: 027 276 6814 | | Fax: 03 474 5009 | | Email: gfriedlander@ofm.net.nz | 
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| Jonathan Hawthorne | | Adviser | | PH: 03 474 3068 | | Mobile: 021 541 003 | | Fax: 03 474 5009 | | Email: jhawthorne@ofm.net.nz | 
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