Key People

Lyn Buckley 

Lyn holds a B.Bus, completed in 1996, and in 2003 qualified for a Diploma in Business (endorsed Personal Financial Planning), through Massey University.  This in addition to experience and further study allows Lyn to use the mark of Certified Financial Planner CFP^CM.

In the nineties Lyn joined AMP Financial Services where she held various roles covering risk, investment and training of advisers. Adviser training is a passion with Lyn and she remains a part time contractor to Adviserlink Ltd, which is New Zealands leading investment training provider.  Lyn has represented Life Settlements Fund in NZ since 2006, and has each year increased the funds under management through relationships with financial advisers and institutions. Lyn remains a member of the Institute of Financial Advisers, (IFA) and is a Director of Key Funds Limited.

Dave Birch

Dave has enjoyed a successful and varied financial service career spanning more than 20 years.

Commencing with a graduate position with the National Bank in 1984 he progressed through senior sales and marketing positions before becoming in 1993 the NZ Manager for a specialist group of Lloyd's brokers/underwriters. Dave enjoys the challenges of building distribution networks and has a great deal of success doing so.  Retail financial service experience was gained during Daves ownership of Financial Partners - one of NZ largest adviser businesses.

In recent years Dave has worked in senior roles with Watson Wyatt (Consulting Actuaries) and a large Australian financial service group.  

John Birch 

John spent his early career managing dairy and food industry capital projects with his own business.

John shares several interests with Dave in financial services and particularly enjoys the challenges of distribution.  Along with several directorships that include, WEL Network Ltd and Hamilton International Airport Ltd, John is also a founder of Central Capital Regional Fund LP, also distributed through Key Funds Ltd



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