The team

Rowan Lockwood

Director & Adviser

09 525 4673

Rowan is the Managing Director and Chairman of Genesis Advice, with a team of 10 advisers and 4 support staff. Genesis Advice has been making a difference in NZ since its creation over 20 years ago. Born to become an adviser Rowan has spent a lifetime around the financial services industry often following in his father’s footsteps. Developing a wealth of knowledge and experience from the past 10 years, Rowan as an adviser has dealt with a broad range of client needs creating bespoke plans that take the risk out of life.

With a spirit for adventure and a shoe string budget Rowan and his family love to get off the beaten path and see places and experience things that few get to. When not out getting lost and taking in new experiences he can often be found at home getting stuck into DIY projects around the house.

My Disclosure Statement

Executive Personal Assistant, Charlotte Brandreth, joined the team in early 2017. She has a warm and friendly approach with fine attention to detail, Charlotte’s passion for excellence will ensure she keeps up with the expertise and knowledge required to offer professional service to our clients. 

When you pick up the phone to Charlotte you will get a lovely British accent coming through having migrated from the UK in 2014. Charlotte spends her spare time planning adventures having developed a lust for travel since leaving the UK.

Charlotte Brandreth

Executive Personal Assistant

09 525 4689

Jäger

Head of Security

Jäger works in the Ellerslie office at Genesis Advice. Having recently been promoted to head of security he has worked his way up to this role starting at the bottom in the document destruction department as a pup. He moved on from his first job into what seemed the perfect career for him as a general dogs body. He did find this position a bit hectic, running all over the place as such he was often caught napping on the job whenever he had a break due to the huge effort he was putting in. A decision was made by the directors to promote him to head of security as his attitude and skill set made him very personable and approachable. When he needs to though he can stomp his paws and secure a premises, his bark is certainly bigger than his bite given the touch of hunterway in him.
Jäger was a excellent addition to our office an now we can’t imagine a day where he isn’t working alongside us.

In his spare time the ball is life. He will fetch all day!

Woof woof woof

Tel: 0800 161 831

E: info@genesisadvice.co.nz

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Building 4, 195 Main Highway,

Ellerslie,

Auckland.