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Forsyth Barr

We are a proudly New Zealand owned firm that assists personal, institutional and corporate clients through a full range of investment services. Research is the cornerstone of our advice. We have one of New Zealand’s leading teams of analysts and our global affiliations ensure comprehensive research coverage of all major investment markets.

 

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. Forsyth Barr has been granted Qualifying Financial Entity (QFE) status by the Financial Markets Authority (FMA). As a QFE, Forsyth Barr is responsible for the conduct of its financial advisers, such as the delivery of financial adviser services and encouraging their professionalism and integrity. Effectively, the QFE sits between FMA and its advisers and is responsible for ensuring that they meet and maintain appropriate standards.

In addition we have professional and qualified Investment Advisors who share a common requirement for NZX accreditation, and FMA authorisation as an Authorised Financial Adviser (AFA). Such credentials provide you with the confidence that you are dealing with a partner who is competent, capable, ethical, and one who maintains up-to-date professional standards.

In partnership with your chosen Investment Advisor, we will assist you with your investment requirements taking into account your objectives and the level of risk you are comfortable with.

Talk to us today about how our investment advice can work for you on +64 9 986 5180 or visit our website for more information at www.forsythbarr.co.nz
Dirk Mostert AFA • Investment Advisor

Dirk joined Forsyth Barr Whangarei in 2012. He has more than twenty years of experience in the financial services industry, both in New Zealand and South Africa.

Dirk is an Authorised Financial Adviser (2011), having completed his National Certificate in Financial Services (Financial Advice) (Level 5) in 2011. He was accredited as an NZX Associate Advisor in 2012.

Dirk is an avid golfer and serves as a Board member for the Whangarei Golf Club (Mt Denby).

Email: dirk.mostert@forsythbarr.co.nz • DDI: +64 9 986 5182 • Mobile: +64 21 845 855

Monique Swanepoel AFA • Investment Advisor

Monique joined Forsyth Barr Whangarei in 2009. She has over 32 years of experience in the financial services industry, including over 16 years as an Investment Advisor.

Monique is an Authorised Financial Adviser (2011) and an NZX Associate Advisor. Her qualifications include a Graduate Diploma in Business Studies endorsed in Personal Financial Planning (Massey University, 2003), a Bachelor of Arts (University of the Witwatersrand, 1981), the Principles of Financial Planning through Adviserlink, and the Associate of Banking Diploma (South Africa, 1988).

Monique has lived with her family in the Whangarei area for over 20 years and has many connections to the community. She is a member of the Northland Chamber of Commerce, and is also an active Rotarian for the Rotary Club of Whangarei City.

Email: monique.swanepoel@forsythbarr.co.nz • DDI: +64 9 986 5181
 •Mobile: +64 21 245 1137


Contact: Dirk Mostert

Phone: +64 9 986 5180

Fax: +64 9 986 5189 

Email: dirk.mostert@forsythbarr.co.nz

Forsyth Barr Investment Advice,
52 Robert St
Whangarei 0110

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