Brian Coker CFP CM

Authorised Financial Adviser

 

DipBusStuds (CFPCM).

 

Brian is an Authorised Financial Adviser and Certified Financial PlannerCM with more than 25 years’ experience in the industry.

 

Drawing on his previous experience as a Legal Executive, Brian specialises in trusts and estates, and the often complex requirements placed on trustees.

 

A commitment to providing sound and practical advice has seen Brian build up many enduring relationships with his clients over the years.

 

Brian joined the team in 2014 when his previous employer, Van Eyk Advice NZ Ltd, was acquired by Saturn Portfolio Management.

 

With a particular knack for helping clients sharpen the focus on what their financial goals are, Brian helps build structured and enduring investment plans.

 

With an ability to rise above incredible challenges, Brian has not let the loss of his legs in the Christchurch earthquake slow him down.  He completed the New York marathon on a hand bike in 2013 and continues to keep himself fit.  Brian also enjoys camping and gardening with his wife and two adult children.

 

Brian is a member of the Institute of Financial Advisers.