Meet our Funds Specialists
Alison Ko
Funds Specialist
[email protected] | 0800 11 55 66
Alison joined Forsyth Barr as a Savings Specialist in 2022, having spent some time in audit and the healthcare industry.
Alison is registered as a financial adviser. She holds a Bachelor of Commerce, majoring in Accounting from University of Otago.
Callum Judkins
Funds Specialist
[email protected] | 0800 11 55 66
Callum joined Forsyth Barr in 2023.
Callum is registered as a financial adviser. He holds a Bachelor of Commerce majoring in Accounting from the University of Otago.
Daniel Lark
Funds Team Lead
[email protected] | 0800 11 55 66
Daniel Lark joined Forsyth Barr as a KiwiSaver Specialist in 2016. He has over 10 years of experience in the financial services industry, most recently in the banking sector in Australia.
Daniel is registered as a financial adviser. He holds a Bachelor of Arts with Honours majoring in History from the University of Otago and a Diploma in Financial Services from Deakin University (Melbourne).