Meet The Team

Jason is a senior banking and financial services executive with more than two decades of experience working with businesses, investors, and institutions across New Zealand and global markets.

Damian is a senior executive with more than 25 years’ international experience across financial services, banking, private equity, and real assets.

With over 15 years in private wealth management across New Zealand and the UK, Allan Carella brings a deep understanding of what clients value most: clear advice, lasting relationships, and solutions that evolve with their lives.

John is an experienced investment strategist and macroeconomist with more than 30 years in financial markets, portfolio construction, and economic policy.

Paula D’Aragon brings more than 18 years of experience across financial services, combining deep technical knowledge with a strong commitment to client care.

With more than 25 years in the industry, Mark Ford brings extensive experience building asset management businesses and managing investment portfolios — including asset allocation and portfolio construction.

Ricky is a seasoned investment adviser with nearly two decades of experience guiding high-net-worth clients through complex financial markets.

Lara Manson is Executive Assistant to the leadership team at SFS Private Wealth, providing seamless operational and administrative support across client, governance, and executive functions.

Sunny Nair leads the offshore wealth management division at SFS Private Wealth, helping clients across the globe access New Zealand as a secure and strategic base for global investment.

Amanda is a qualified financial adviser with over a decade of experience in the financial services industry. Amanda’s approach is grounded in understanding the full context of a client’s life — encompassing personal values, family dynamics, evolving priorities, and long-term objectives.

Hassan Qaiser is a financial adviser with close to a decade of experience specialising in holistic wealth management.

Livhu Simeli is a relationship-driven professional with over a decade of experience in wealth management, finance, and client service.

Wei Wei leads the Offshore Wealth division for China at SFS Private Wealth, connecting clients and external asset managers with New Zealand as a secure and globally respected base for investment.

Tiffany Yee is a highly experienced private wealth adviser with a strong track record of supporting high-net-worth individuals through every stage of their investment journey.

Keralee is the first friendly face clients encounter at SFS Private Wealth – and the person who ensures every interaction feels seamless, personal, and memorable.