Meet the Team
Meet the Team
The company has two personnel:
Andrew Webster – Director/Shareholder and Patrick Clemenger – Authorised Financial Adviser, Director and Shareholder
Andrew Webster – DirectorDip. Bank F Fin Dip.Bus.Studies (Fin.Plan.) CERTIFIED FINANCIAL PLANNER certificant.Andrew has been involved in the investment advice/financial planning industry for over 17 years, including a regional management position with the Bank of New Zealand. He is a Certified Financial Planner (CFP) and member of the Institute of Financial Advisers (I.F.A.). He is also a Fellow of the Financial Services Institute of Australia, (formerly Australasian Institute of Banking and Finance). Andrew has day to day contact with his clients, a role he very much enjoys and is available to visit clients as required throughout New Zealand.
Andy commenced his financial planning career in 1988, and gained financial planning & banking qualifications from Massey University. Following conclusion of a 30+ years’ career with Bank of New Zealand including 8 years as South Island Manager for BNZ Investment Advisory Services Ltd, he joined Capital Financial Planning Ltd in 1996. Previous Executive positions with the Bank included periods as a Lending Manager, in Administration, Money Market, International, Marketing and a three-year tour of duty in the Suva Fiji Islands branch.
Prior to establishing Andrew Webster Limited in September 2004, he was a Director of Capital Financial Planning Ltd in Christchurch for 8 years.
Andy specialises in Private Investment Portfolio Management. This service includes retirement and investment planning for private clients, and trusts, with a major focus on day-to-day management of investment portfolios. Andy has clients throughout New Zealand and overseas.
Andy is a Authorised Financial Advisor (AFA) and CERTIFIED FINANCIAL PLANNERcm certificant and is a member of the Financial Planners and Insurance Advisors Association Incorporated. He is also a Fellow of the Australasian Institute of Banking & Finance.
Patrick Clemenger – Analyst AdvisorPatrick is finishing his Graduate Diploma in Financial Planning and a Batchelor of Business Studies in Finance at Massey University. He is a member of the Institute of Financial Advisors (IFA) and in the process of applying for his Authorised Financial Advisor (AFA) registration with the Financial Markets Authority. He is also working towards his Certified Financial Planner (CFP) certification.
Prior to joining Andrew Webster Limited in 2014, Patrick worked as a Business Advisor and Financial Analyst at Inland Revenue for 6 years.
Patrick has a passion for the Investment Advisory Industry and believes in providing customers with objective, impartial financial advice that will ultimately assist them in reaching their financial goals and aspirations.
Patrick is married with 3 children and his other interests include playing in a local cover band, directing a small, local importing company, share trading, triathlons and wine tasting.