Sorted Seminar Facilitators

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2 Sorted Seminar Facilitators This list of facilitators includes Facilitators, Financial Advisors, Community & Budget Advisors and Adult Educators. The Commission s Quality Assurance Framework for Sorted Facilitators defines the standards and enables the assessment of the facilitation process. The Framework enables us to recruit, train, deliver, observe, assess, report on and ensure best practice facilitation of our Sorted Financial Capability Seminars. Sorted Facilitators may charge between $0 and $500 to deliver a seminar, depending on what s involved in the delivery and how many participants attend the Seminar. Anyone providing a Sorted Seminar must agree to deliver the information in a way that is neutral and impartial; and not to endorse or refer people to products, services or providers. 2

3 Find a Sorted Seminar Facilitator Our Sorted Seminar Facilitators are based up and down the country, find you region or location using this guide. Region Page Nationwide Tauranga Wellington Other North Island Other South Island Interested in becoming a Sorted Seminar Facilitator? The Commission for Financial Capability ( runs an annual application process each year. Please send your contact details to us at office@sorted.org.nz and we will contact you when the application process opens. 3

4 Nationwide Sorted Seminar Facilitators who are able to travel throughout New Zealand. Truly Independent Financial Advice NZ Ltd Jigsaw Financial Solutions Financial Advisor Financial Advisor Austin Fisher Sharon Giblett Nationwide Nationwide Contact Details: Austin Fisher (09) Contact Details: Sharon Giblett Tauranga, Wellington, Lower Hut 0800 JIGSAW

5 Nationwide continued Stapleton Financial Solutions ANZ Educator and Facilitator Financial Services Provider John Stapleton Trisha Edmonds Mary Potter Nationwide Nationwide Contact Details: John Stapleton Wellington (04) Sorted Seminars offered: Contact Details: Trisha Edmonds Christchurch (03)

6 Sorted Seminar Facilitators who are based in the region. Desiree Gelbart Joanna Hayman Educator Educator Desiree Gelbart Joanna Hayman Sorted Seminars offered: Getting Ahead Sorted Seminars offered: Getting Ahead Contact Details: Desiree Gelbart Contact Details: Joanna Hayman Auckalnd

7 continued Simply Budget Joseph Liava a Educator, Financial Mentor (Budget Advisor) Christine Liggins Greater Contact Details: Christine Liggins (09) info@simplybudget.co.nz Facilitator Joseph Liava a Contact Details: Joseph Liava a Joseph.liavaa@gmail.com 7

8 continued Knowledge Base Central Hazel Balderston Educator Facilitator Rosa Chow Hazel Balderston Greater Contact Details: Rosa Chow Contact Details: Hazel Balderston

9 continued Ochre Business Solutions Franklin Family Support Trust Educator Financial Mentor (Budget Advisor) Leisa Nathan Olive Matheson-Croudis John Donaldson Vicky Mee Greater Waikato Bay of Plenty Contact Details: Leisa Nathan (09) Franklin Pukekohe Waiuku Tuakau Northern Waikato Contact Details: Wendy Gillespie Franklin, (09) www familysupport org nz 9

10 continued Solutions in Action George Vea Facilitator Facilitator Debra Knox George Vea Sorted Seminars offered: Getting Ahead Sorted Seminars offered: Getting Ahead Contact Details: Debra Knox debra@solutionsinaction.co.nz Contact Details: George Vea georgevea@icloud.com 10

11 continued The Training Company Educator Robyn Forryan Contact Details: Robyn Forryan Milford, (09) Truly Independent Financial Advice NZ Ltd Financial Advisor Austin Fisher Nationwide Contact Details: Austin Fisher (09)

12 Tauranga Sorted Seminar Facilitators who are able to travel throughout Tauranga. HighPoint Academy Sylvia Bowden Educator Educator, Facilitator Stephen Parr Peggy MacKenzie Bay of Plenty Waikato Central North Island Contact Details: Stephen Parr Tauranga (07) Sylvia Bowden Bay of Plenty Contact Details: Sylvia Bowden Tauranga

13 Tauranga continued Tauranga Budget Advisory Jigsaw Financial Solutions Service Financial Advisor Financial Mentor (Budget Advisor) Sharon Giblett Diane Bruin Debbie Green Jeannine Dunn Bay of Plenty including Whakatane and Rotorua Contact Details: Diane Bruin Tauranga (07) org nz Nationwide Contact Details: Sharon Giblett Tauranga, Wellington, Lower Hut 0800 JIGSAW

14 Tauranga continued Ochre Business Solutions Educator Leisa Nathan John Donaldson Greater Waikato Bay of Plenty Sorted Seminars offered: Getting Ahead Contact Details: Leisa Nathan (09)

15 Wellington Sorted Seminar Facilitators who are able to travel throughout Wellington. Moneymax Financial Advisor Liz Koh Wellington to Palmerston North and Wanganui Contact Details: Liz Koh Paraparaumu, Wellington Sally Killick Financial Advisor Sally Killick Wellington Contact Details: Sally Killick Wellington (04)

16 Wellington continued Stapleton Financial Solutions Innovation New Zealand Financial Advisor Facilitator John Stapleton Mary Lewis Nationwide Wellington Wellington Sorted Seminars offered: Getting Ahead Sorted Seminars offered: Getting Ahead Contact Details: John Stapleton Contact Details: Mary Lewis Wellington Wellington (04)

17 Other North Island Sorted Seminar Facilitators who are based in other locations in the North Island not listed in the contents table. Leonie Adams Just Effective Training (JET) Educator, Facilitator Educator, Facilitator Leonie Adams Valerie West Kaitaia Far North Northlands Sorted Seminars offered: Getting Ahead Sorted Seminars offered: Getting Ahead Contact Details: Leonie Adams Kaitaia Contact Details: Valerie West Awanui

18 Other North Island continued Jane Crosbie Cultivate Tribe/TWR Coaching Facilitator Educator, Facilitator Jane Crosbie Natasha Willison-Reardon Waikato Contact Details: Jane Crosbie Waikato Waikato Hamilton Contact Details: Natasha Willison-Reardon Hamilton

19 Other North Island continued Raylee Price HighPoint Academy Facilitator Educator Raylee Price Waikato Hamilton Contact Details: Raylee Price Te Awamutu Stephen Parr Peggy MacKenzie Bay of Plenty Waikato Central North Island Contact Details: Stephen Parr Tauranga (07)

20 Other North Island continued Ingrid Derbyshire Lara Meyer Facilitator Educator, Facilitator Ingrid Derbyshire Lara Meyer Gisborne Gisborne Sorted Seminars offered: Getting Ahead Sorted Seminars offered: Getting Ahead Contact Details: Ingrid Derbyshire Gisborne Contact Details: Lara Meyer Gisborne

21 Other North Island continued Fionna Farquhar Training Ventures Limited Facilitator Educator Fionna Farquhar Jeanette Hall Palmerston North Contact Details: Fionna Farquhar Palmerston North Sorted Seminars offered: Wairarapa Eketahuna Masterton Carterton Greytown Martinborough Featherston Getting Ahead Contact Details: Jeanette Hall Masterton (06)

22 South Island Sorted Seminar Facilitators who are based in the South Island. Nelson Budget Service Jac Lockington Financial Mentor (Budget Advisor) Financial Advisor, Educator, Facilitator Marina Gosnell Lisa Dyer Nelson Tasman Contact Details: Marina Gosnell Nelson (03) Jac Lockington Blenheim Kaikoura Picton Seddon Contact Details: Jac Lockington Blenheim

23 South Island continued Billi Richmond Facilitator Billi Richmond Marlborough Region Blenheim Havelock Picton Contact Details: Billi Richmond Blenheim Buller Rural Education Activities Programme (REAP) Inc. Educator Rachel Hill West Coast Karamea, Granity Westport, Reefton Maruia, St Arnaud Murchison Contact Details: Rachel Hill Westport (03)

24 South Island continued WestREAP Hayden Gardner Educator Financial Advisor Cheryl Smeaton Hayden Gardner Greymouth Hokitika South Westland Contact Details: Cheryl Smeaton Hokitika (03) Christchurch Surrounding areas Contact Details: Hayden Gardner Christchurch

25 South Island continued Unicia Veer Chris Jones Chartered Accountant, Educator, Facilitator, Financial Mentor Unicia Veer Christchurch Surrounding areas Show me the Money Fighting Fit Contact Details: Unicia Veer Christchurch Facilitator Chris Jones Christchurch Canterbury, Culverden Hanmer, Maruia Murchison, Reefton Contact Details: Chris Jones Christchurch ( JONESY) chris@swis.co.nz 25

26 South Island continued Mylrea Bell School of Thought Facilitator Educator, Facilitator Mylrea Bell Peter Waaka Central Otago Queenstown Lakes South Westland South Canterbury Contact Details: Mylrea Bell Wanaka Central Otago Queenstown Lakes District Southland Contact Details: Peter Waaka Queenstown

27 South Island continued Mark Smith Jubilee Budget Advisory Service Limited Facilitator Educator, Financial Mentor (Budget Advisor) Mark Smith North Otago Sharon Soper Contact Details: Mark Smith Oamaru Invercargill surrounding areas Contact Details: Sharon Soper Invercargill (03)

28 South Island continued Darlene Coomer Educator, Facilitator Darlene Coomer Invercargill surrounding areas Sorted Seminars offered: Getting Ahead Contact Details: Darlene Coomer Invercargill

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