Tobias Taylor
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 Lower North Island.
Tobias has worked in banking and financial services for over 25 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, social services not-for-profit, as well as school boards in Hawke’s Bay.
Tobias is a Certified Financial Planner (CFP) and holds a Bachelor of Business Studies from Massey University and a Post-Graduate Diploma in Personal Financial Planning 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 children in their late teens and early 20's. In his spare time, Tobias enjoys surfing and enjoying the fruits of what Hawke's Bay has to offer.