Wealth management advisers

+64 3 364 9119

Jacob Wolt CFP^cm , AFA, AIF – Director, Bradley Nuttall

Jacob has 25 years experience in financial services that commenced when he joined National Mutual (now AXA) in a management and strategic planning position. He founded Bradley Nuttall in his hometown of Christchurch in 1994 with wealth advisors Andrew Nuttall and Dave Bradley in order to provide independent, objective and unbiased investment advice, with no product quotas or ties to any financial institutions. Having worked for a financial institution that ultimately focused on selling as much of its own product as possible, Jacob recognized the inevitable conflicts of interest that arose, be it in terms of recommendations or commissions paid.

Jacob is passionate about Bradley Nuttall and what he and Bradley Nuttall offers its clients:

• Comfort delegating all financial matters to their Bradley Nuttall adviser;
• Confidence that Bradley Nuttall has the necessary experience and knowledge;
• Knowledge that Bradley Nuttall will always act in their best interests on all matters relating to their financial affairs;
• Understanding that Bradley Nuttall’s investment advice provides them with the greatest probability of achieving their financial goals.

Jacob has a vision that all clients, no matter where they live – in New Zealand or globally – should be able to access substantiated wealth advisors' advice, and that our team throughout New Zealand will have a capability to deliver on our promise.

Jacob has experience with a broad range of clients but has particular experience in advising high-net-worth clients, widows, divorcees, corporate executives, tax exempt organizations, and business owners with developing a focused financial plan - resolving their complex financial arrangements. He has experience in diligently addressing and attending his client’s needs with estate planning (particularly with second and subsequent relationships), asset ownership, philanthropy, risk management issues, business succession planning and intergenerational wealth transfer.

Jacobs has a BSc (Canterbury), is an Accredited Investment Fiduciary (AIF), as a Diploma in Business Studies - Financial Planning (Massey), and a Diploma in Education. Jacob is married to Adele. He has four fantastic daughters, one of whom (Amanda) works for Bradley Nuttall, and 2 grandchildren. He enjoys spending as much time as possible with Adele and his family. He also plays cricket at The Willows, enjoys tennis, the surf, skiing and the outdoors.

He is an Authorised Financial Adviser (AFA). His FSP registration number is FSP104012.

Phone: 03 364 9119 

Copies of Jacob's disclosure statements are available on request and free of charge.

+64 364 9119

Scott Alman - CFP Professional, DFP, FPA Fellow

One of the first generation of Certified Financial Planners (CFP), Scott founded Alman Partners ( Australia) in 1985.  Scott is a pioneer within the profession, particularly in the area of fee for advice and education.  He was made a Fellow of the Financial Planning Association of Australia in 2008.  Over the years he has received national recognition through awards, published opinion, newspaper columns & speaking engagements.  Alman Partners & Bradley Nuttall were founding members of the Asset Class Investors Group (ACIG), website link an Australasian Peer group.  Through this connection Scott and family went against the trend, moving to Christchurch from Queensland after falling in love with the south island lifestyle while on a twelve month sabbatical there in 2009.

Scott has multiple roles within BNL, from board chair and strategy development to business mentoring – all of which draw upon his 30 years of experience.
Scott is married to Dawn and they have three wonderful children.  When not at home or work Scott will most likely be found swinging a club around Russley golf course.

Phone: 03 364 9119

+64 3 364 9119

Andrew Nuttall CFP^cm, AFA - Director Bradley Nuttall Ltd.

Andrew founded Bradley Nuttall in 1994 with Jacob Wolt as an independent firm of wealth management advisers in order to provide the best non-conflicted advice, and to allow him the greatest opportunity to assist his clients in reaching their goals and objectives.

Andrew specializes in simplifying clients’ financial lives so they can concentrate on what they find truly important. He has experience working with Trustees with numerous beneficiaries, needs and requirements in order to foster healthy family communication and relationships.

Andrew excels at understanding his client’s needs so he can put strategies into place to allow them to reach their goals. He provides his clients a strong understanding of their investment strategy, bringing his clients clarity, peace of mind, and comfort that they are investing the right way.

Beyond this, Andrew provides a shoulder to lean on for people who have had a recent change in life.

Andrew has BSc from Canterbury University and a diploma in Business Studies endorsed Personal Financial Planning from Massey University. He sits on the board of the McLean Institute, and is still active on the cricket field playing for the Willows Cricket Club, which was established in 1994 to promote youth cricket. He has coached schoolboy cricket for 15 years including 9 at Christchurch Boys High School and has served on the Canterbury committee of the IFA (Institutute of Financial Advisers) for more than 15 years. He is married to Jo (a secondary school teacher) and they have 4 children.

Andrew is an Authorised Financial Adviser (AFA) and his FSP Registration number is FSP34084.

Copies of Andrew's disclosure statements are available on request and free of charge.

Phone: 03 364 9119 

+64 3 364 9119

Ben Brinkerhoff AIF, Head of Adviser Services, Bradley Nuttall Ltd

Ben Brinkerhoff is the Head of Adviser Services for Bradley Nuttall. He comes to Bradley Nuttall from Index Funds Advisors in the USA, a $1.5 Billion (US) Financial Advisory firm where he held the title of Chief Operating Officer (COO).

Ben is passionate about Bradley Nuttall's investment management and commitment to client-first, no conflict advice. He sought out Bradley Nuttall for this reason after making the decision to move to New Zealand with his wife (a native Kiwi) and their four children in 2011.

Ben in an Accredited Investment Fiduciary (AIF) and has a degree in both History and Economics from the University of California, graduating Magna Cum Laude (High Honors) and Phi Beta Kappa (Honors Society). In 2010 he passed the United States Certified Financial Planner exam. Ben has a deep understanding of investing principles and theory. He chairs Bradley Nuttall's investment committee and oversees marketing, web-development, business development, the wealth advisors network and adviser management.

Ben lives in Christchurch with his wife and four children. He is actively involved in his religious community, enjoys travel, public speaking, and youth counseling.

My son in front of a probability machine 

+64 3 364 9119

Todd Sutton CA, AFA DFP (FS), Bradley Nuttall Ltd

Todd has been in financial services for 18 years commencing in 1993 in Accounting at Ernst and Young in their Business Advisory Division in Dunedin. Following the completion of his Chartered Accounting qualification, Todd moved to Australia where he worked in the Funds Management industry holding roles at Macquarie Bank, MLC and Perpetual. At Perpetual he was head of the Product Development and Management Division, looking after the Masterfund, Wrap and Unit Trusts products with over $30 billion in funds under management. This role gave Todd experience with many investment options and strategies and the opportunity to work for a variety of clients from institutional to individuals. Through this experience, Todd gained first hand experience with how manager-picking and other active management strategies do not benefit clients.

Todd specializes in helping clients assess the potential for the unexpected to jeopardise the success of their business or the financial security of their family. He uses his expertise to create comprehensive risk assessments and recommend adjustments to clients’ business operations or family planning. And of course, Todd is there for his clients when the time comes to take advantage of the coverage they’ve planned for.

In 2007 Todd and his family decided to return home. Todd completed his Diploma of Financial Services (Financial Planning) and commenced discussions with providers of comprehensive advice in the Christchurch region, based on his experience. He was happy to find Bradley Nuttall, a firm that used rigorous, prudent, and academically sound investment methods that were free from speculative strategies that add cost, but no long-term benefit.

Todd is a member of the Institute of Financial Advisors. Todd is also a member of the NZ institute of Chartered Accountants. He lives in Christchurch with his wife, two daughters and one son.

Todd is an Authorised Financial Adviser (AFA) and his FSP Registration number is FSP82641.

Copies of Todd's disclosure statements are available on request and free of charge.

Phone: 03 364 9119 

+64 3 364 9119

Damon O'Brien CFA, AFA, Bradley Nuttall Ltd

Damon has 13 years’ experience in the wealth management industry, primarily in roles that specialised in investment research and analysis.

Damon’s career path has included periods at a boutique wealth management firm, a large dealer group and a fund-of-hedge-funds company.  While working in these differing businesses has given him a unique perspective across the wider investment and advisory industry, Damon has always adhered to the personal philosophy that ‘putting the client’ first is immutable and not just a feel-good aspiration.

When the opportunity arose to join Bradley Nuttall, Damon was immediately attracted to the firm’s passion and commitment to the provision of expert, independent and objective advice.  At Bradley Nuttall, Damon specialises in research, analysis and compliance and supports special projects and client communications.

Damon graduated from Canterbury University in 1988 with a B Comm., majoring in Economics and Operations Research.  After joining the wealth management in industry, he went on to complete a Post Graduate Diploma in Business Studies (Personal Financial Planning) through Massey University in 2004, and attained CFA charterholder status in 2006 from the CFA Institute in the USA.

As a Chartered Financial Analyst, Damon is bound by the CFA Institute’s Code of Ethics and Standards of Professional Conduct.

Outside of work Damon enjoys time at home with partner Sheryl as well as socialising with family and friends, reading, playing golf and following other sports.

Damon is an Authorised Financial Adviser (AFA) and his FSP Registration number is FSP51821.

Copies of Damon's disclosure statements are available on request and free of charge.

Phone: 03 364 9119

+64 3 364 9119

Scott Rainey CFP^cm, AFA, Bradley Nuttall Ltd

Scott’s goal is to be one of the wealth advisors he couldn’t find when he first looked into the industry – someone with no products to sell and who provides objective, expert advice. He strives to help clients avoid the pitfalls that come from failing to plan or from listening to financial salesmen.

Scott joined Bradley Nuttall due to their academically based and rigorously researched approach to investments, which is particularly attractive to professionals and senior executives. He specializes in helping High Net Worth clients across a variety of professions including medicine, accounting, law, and small business owners.

Scott graduated from Canterbury University in 2001 with a B Comm., majoring in Economics and completed a Graduate Diploma in Business Studies – Personal Financial Planning through Massey University in 2005.

Scott is a Certified Financial Planner (CFP®) and is professional member of the Institute of Financial Advisers (IFA). Accordingly, Scott is bound by the IFA’s Code of Ethics, Practice Standards and Bylaws.

Away from work Scott enjoys spending time with his young family, running and sport.

Scott is an Authorised Financial Adviser (AFA) and his FSP Registration number is FSP53421.

Copies of Scott's disclosure statements are available on request and free of charge.

Phone: 03 364 9119

Network Wealth Advisors

+64 3 539 4240

Doug Johns AFA- Director Bradley Nuttall Ltd

Doug has a wealth of senior management, investment, and advisory skills. Starting out as a science graduate from Massey University, Doug also attained a Diploma in Business Administration and became a Registered Valuer. Following a career in corporate banking, heading up Credit for Trust Bank New Zealand Limited, plus Funds Management with the BNZ Financial Services Group, Doug joined the Bradley Nuttall team in 2000.

Doug brings with him 30 years' experience in financial services (including those pertaining to property development) - a valuable skill set to offer his clients.

Doug is an Authorised Financial Adviser (AFA) and his FSP Registration number is FSP54281.

Copies of Doug's disclosure statements are available on request and free of charge.

Phone: 03 539 4240

+64 9 307 5695

Henry Ford CFP^cm, AFA - Director & Senior Adviser Bradley Nuttall Auckland Ltd

Henry Ford has spent most of his 28 year career in banking, although was a full time farmer for 5 years in the early ‘80’s. He started as a Rural Manager, progressing through various leadership roles to General Manager Branch Network for National Bank (7 years) and General Manager Consumer Banking for Westpac (3 years). Henry is a graduate of Lincoln University.

Henry has experience within the wealth management advisers business, having served as a Director of National Bank NZ Life, Director of Westpac Life, Director of BT (NZ) funds Management, and a Trustee of the Westpac Staff Superannuation Scheme.

He has left corporate life to pursue a career at a client level. Selecting Bradley Nuttall has been a significant step enabling confident delivery of sustainable strategies to his clients.

Henry is a Certified Financial Planner (CFP®) and an Authorised Financial Adviser (AFA). His FSP Registration number is FSP105082.

Copies of Henry's disclosure statements are available on request and free of charge.

Phone: 09 307 5695

+64 3 477 2316

John Alexander AFA - Senior Adviser Bradley Nuttall Otago Ltd

John has a 25 year background in corporate finance and investment, with particular experience in financial analysis, treasury management and superannuation funds.

Prior to joining DS Financial Management in 2004 (now Bradley Nuttall Otago), John had been in the corporate management team responsible for finance at both Reuters New Zealand Ltd, where he spent 10 years, and more recently at the Otago Polytechnic.

John graduated from Otago University with a Bachelor of Commerce degree and has been a Chartered Accountant since 1985.

Throughout his career John has had a passion for investment and sees education from an early age as critical to improving New Zealander's commitment to and level of savings in the future.

John is an Authorised Financial Adviser (AFA) and his FSP Registration number is FSP41448.

Copies of John's disclosure statements are available on request and free of charge.

Phone: 03 477 2316

0800 233 244

Malcolm Papworth AFA - Director & Senior Adviser Bradley Nuttall Southern Lakes Ltd

Malcolm has been providing investment advice to clients for many years. He has a Degree in Accountancy [Otago] and Diploma in Financial Planning [Massey].

Malcolm combines his knowledge and experience with enthusiasm and energy in his quest to provide clients with peace of mind, a feeling of security and freedom from the responsibilities of dealing with the complexities of their personal wealth.

Building on his previous advisor experiences, he has chosen to adopt Bradley Nuttall’s methodologies and processes as he considers these will deliver better advice and superior returns over time. Bradley Nuttall use of institutional funds, with a tilt towards small and value shares and stringent credit processes with regards to fixed interest investments has provided superior historical returns at low costs to investors.

Malcolm’s passion for superior investment experiences, together with his love for Central Otago and the Southern Lakes district are being combined as he builds his practice based in Wanaka.

Malcolm is an Authorised Financial Adviser (AFA) and his FSP Registration number is FSP72061.

Copies of Malcolm's disclosure statements are available on request and free of charge.

Phone: 0800 233 244

+64 9 430 4930

Andrew Hogg - AFA, Director & Senior Adviser - Bradley Nuttall North

Andrew worked in financial planning services in the United Kingdom from 1989 until 2002. During this time Andrew’s roles not only included that of Financial Adviser but extended to managerial positions working closely with sales, training and business development.

In 1996 prior to leaving the UK Andrew successfully completed his Financial Planning Certificate (UK). In 2002 he and his family emigrated to New Zealand where he continued his financial services career as a Financial Planner in Northland.

Andrew is completing his Diploma in Financial Planning (Massey) and is a member of the Institute of Financial Advisors. Andrew is committed to assisting clients achieve their financial and personal goals and embraces Bradley Nuttall’s investment philosophy, and fee based processes and disciplines.

Andrew is an Authorised Financial Adviser (AFA) and his FSP Registration number is FSP91961.

Copies of Andrew's disclosure statements are available on request and free of charge.

Phone: 09 430 4930

+64 6 357 0640

Rosemary Hopcroft CFP^cm, AFA, CLU

Rosemary joined Palmerston North Chartered Accountancy firm Naylor Lawrence & Associates, predecessor PricewaterhouseCoopers, in 1996. Initially working in the Accountancy and Audit divisions of the firm, she completed her Bachelor of Business Studies in Accountancy through Massey University.

Since 2001, Rosemary has been managing the Financial Planning division of Naylor Lawrence & Associates and her business experience covers a wide range of taxation, financial planning, and investment advisory assignments for clients. In December 2010, NLA Financial Advisers Limited was established, where Rosemary along with Naylor Lawrence & Associates are the owners/Directors of this Company. NLA Financial Advisers Limited provides Financial Planning, Investment Management, and Risk Management services (the latter being through our specialist Risk Management business Triplejump).

Rosemary was the runner-up in the national Young Financial Planner of the Year 2004 awards, and is an Associate Chartered Accountant, Certified Financial Planner (CFPCM) and a Chartered Life Underwriter (CLU). Rosemary is a member of both the New Zealand Institute of Chartered Accountants (NZICA) and the Institute of Financial Advisers (IFA) and is therefore bound by the ethical standards of both those organisations.

Rosemary is an Authorised Financial Adviser (AFA) and her FSP Registration number is FSP85041.

Copies of Rosemary's disclosure statements are available on request and free of charge.

Phone: 06 357 0640 Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it