Our people
Our people

Our people

We’re proud to introduce you to our team of highly skilled, passionate professionals – the people behind GoalsGetter.

Meet the New Zealand Nikko AM team

When it comes to investing your hard-earned money, it’s good to know you’re being supported by a specialist local firm, dedicated to helping you achieve your investment goals. Get to know the people behind GoalsGetter.

Meet our team
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George Carter

George Carter

Managing Director

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George Carter

Managing Director


George joined Nikko AM in 2015. He has over 18 years’ experience, worked in the UK and NZ as a consulting actuary and spent six years at AMP Capital as a Director and Head of Distribution. He has an Honours degree in Theology from Durham University, UK, is a qualified secondary school teacher and a Fellow of NZ Society of Actuaries and Institute of Actuaries. George is involved in his local church and the community centre and he’s regularly found on the rugby field with a whistle as his playing days are well and truly numbered.

James Rogers

James Rogers

Chief Operating Officer

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James Rogers

Chief Operating Officer


James joined Nikko AM in 2017. He is responsible for the oversight of all aspects relating to day to day operational functions, including technology, finance, product management and client reporting. He has over 20 years experience in the financial services industry and has held senior positions at JP Morgan, Morgan Stanley and State Street and has worked across the UK, US and New Zealand. James holds a Bachelor of Arts degree (Economics) with honours from the Durham University, UK. James enjoys cooking outdoors, building things, and spending plenty of time with family and friends.

Pam Molloy

Pam Molloy

Client Services Manager

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Pam Molloy

Client Services Manager


Pam joined Nikko AM in 2008. She is responsible for operational functions for institutional clients, asset consultants and research houses. Pam has extensive experience and has previously worked for BT Funds Management and TEA Custodians. Pam holds a Diploma in Finance from the University of Auckland. In her spare time, Pam can almost always be found enjoying the great outdoors and enjoys kayaking, cycling and hiking.

James Wesley

James Wesley

Head of Distribution

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James Wesley

Head of Distribution


James joined Nikko AM in 2013 and is responsible for leading the sales, marketing and client servicing functions. James has over 20 years investment management experience, he spent eight years at Threadneedle Investments in London and then Australia. James holds a Bachelor of Business degree and Graduate Diploma of Business from Auckland University of Technology and holds a FSA (UK) recognised Certificate in Investment Management. In his spare time, James is kept busy by his young family and when he gets a chance likes to keep active outdoors all year round.

Stephanie Hardly

Stephanie Hardly

Customer Support Manager

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Stephanie Hardly

Customer Support Manager


Stephanie joined Nikko AM in 2021, she’s responsible for customer enquiries and client service support. Stephanie has over 15 years’ experience, previously holding sales support roles at Perpetual Guardian and Canopy Group. She has a Customer Service and Business Certificate from the New Zealand Management Academy. Outside of work, Stephanie enjoys spending time with her family, club netball, church and music and has a mild addiction to crime and murder mysteries.

Sam Bryden

Sam Bryden

Senior Relationship Manager

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Sam Bryden

Senior Relationship Manager


Sam joined Nikko AM in 2018 and is responsible for advisory client relationships. He has 15 years’ financial markets experience, previously holding roles at Aegis and ASB Securities and at several New Zealand banks. He holds a Bachelor of Commerce degree (Finance) from the University of Canterbury and holds a Level 5 Certificate in Investment Planning. In his spare time, Sam enjoys spending time with his family and playing all sports including golf, cricket and skiing.

Hilary McWhinnie

Hilary McWhinnie

Product and Client Solutions Manager

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Hilary McWhinnie

Product and Client Solutions Manager


Hilary joined Nikko AM in 2017 and is responsible for the delivery of retail product and client services. She has over 20 years financial markets experience, working for Kiwi Wealth/GMI, Milford Asset Management, Citi and Credit Suisse. Hilary holds a Bachelor of Commerce and Management from Lincoln University and a Post Graduate Diploma in Business Administration from Massey University. In her spare time Hilary enjoys craft beer, sailing, going to bush doofs, spending time in the garden and is quite handy in the kitchen.

Sam Belton

Sam Belton

Senior Relationship Manager

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Sam Belton

Senior Relationship Manager


Sam joined Nikko AM in 2019 and is responsible for institutional client relationships. He has over 10 years’ investment management experience, previously holding roles at Legal & General Investment Management and GlaxoSmithKline in the UK and at Westpac NZ. He holds a Bachelor of Commerce degree (Finance) and a Bachelor of Arts degree (Psychology) from the University of Otago and is a CFA Charterholder. Sam enjoys spending time with family and playing the more than occasional round of golf.

Simon Haines

Simon Haines

General Counsel and Company Secretary

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Simon Haines

General Counsel and Company Secretary


Simon joined Nikko AM in 2019. He is responsible for managing legal risk and providing the company and Board with legal advice. He has 18 years’ work experience including five years working at Financial Markets Authority (FMA) in senior roles. He’s also held roles at Telecom NZ and Russell McVeagh. Simon holds a LLB from The University of Auckland, a PGDL from the College of Law, London, and Bachelor of Arts degree with honours in English Literature from the University of London. Simon enjoys walking his small but sometimes evil dog, collecting paintings, playing airsoft with his son and has an interest in Jungian Analytical Psychology.

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