OUR TEAM

A common vision.

Working together.

As active Financial Advisers in the industry, we saw an essential need in the market, so Quadrant PI was established. Offering a more affordable, quality product for all advisers is what matters most.
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Royden Shotter

Chair Financial Adviser

Royden Shotter is a practising Financial Planner with more than 25 years of advisory experience. As a CFP, he adheres to the high standards of professional competency and ethics required. Outside of his advice practice, he actively engages with the wider financial advice industry, advocating for action that improves adviser and client outcomes.

Royden is also co-founder of Planolitix, a Lifetime Cashflow Modelling tool built for the NZ Advisory market. www.planolitix.com

www.echelonadvisers.co.nz

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Tony Vidler

Deputy Chair Financial Consultant

Tony has been working in the NZ financial services industry in advisory and management capacities since 1990, beginning as an agent. Still a practising adviser he has previously started, grown and sold a sizeable investment and insurance brokerage business; been personally involved in business development with hundreds of advisers; heavily involved in professional development and the evolution of regulation in the NZ industry; a former GM at institutional level and provides compliance consulting and advisory coaching primarily these days via Strictly Business Ltd.

www.strictlybusiness.co.nz

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Kevin Smee

Director Financial Adviser
Kevin is a Financial Adviser with industry credibility second to none. With over 30 years as a practitioner as well as creator and leader of adviser groups, he brings a wealth of business knowledge and experience. He knows how to build a highly valuable niche practice, and he knows what independent advisers want and need. A popular speaker and presenter on creating high value advice businesses like his own practice, he is also currently the CEO of  mySolutions where more than 350 independent thinkers share ideas and group negotiating and buying power.

www.solutionsfinancial.co.nz

KEY PARTNERS

Trusted service providers.

Getting things done.

Quadrant PI carefully partner with experienced and professional service providers to make sure we can offer a premium product.
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Phil Mitchell

Broker Hutchison Rodway

Phil Mitchell commenced his insurance career as an underwriter in 1998. He spent a number of years underwriting in the Fire and General area specializing in insuring physical assets and liability programs. He moved to insurance broking in 2007 and has since enjoyed the challenge and ability to tailor programs to suit a clients requirements.

Phil prides himself on “finding a way” and working with both client and underwriter alike to find a solution to clients needs.

Phone 09 473 6921

Email philm@hutchrod.co.nz

www.hutchisonrodway.co.nz

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QBE

Insurer

QBE Insurance has proudly protected New Zealand businesses for more than 125 years. They work in partnership with brokers to provide a comprehensive range of quality insurance products for businesses of all sizes – from small owner operators to large corporations – across many of the industries that keep New Zealand running.

When you choose QBE, you’re benefiting from their specialist underwriting and claims teams who understand New Zealand’s unique business environment.

They’re there to ensure you can get comprehensive protection and efficient support when you need it most.

www.qbe.com