Tobias Taylor
Director, Wealth Management Adviser
Based out of Hawkes Bay, Tobias Taylor provides specialist Wealth Management advice and portfolio management to individuals, family groups and community organisations throughout the East Coast and Central North Island.
Tobias has worked in banking and financial services for over 20 years in directorship, executive, advice, and leadership roles, most often concurrently with client management roles.
Before working in financial services, Tobias was a serving officer in the New Zealand Army. Tobias has also previously served on industry-related boards and committees, as well as school boards in Hawke’s Bay. Currently, Tobias is a board member of Presbyterian Support East Coast and serves as the Chairman of the Audit and Risk Committee.
Tobias is a Certified Financial Planner (CFP) and holds a BBS from Massey University and a PGDipFinPlan from Waikato University. He is also a member of Financial Advice New Zealand (FANZ) and the New Zealand Institute of Directors (IoD). He is married to Jane and has three teenage children. In his spare time, Tobias enjoys surfing and closely following his children’s various weekend pursuits.