Meet the team

Squirrel is run by an experienced team led by David Cunningham. We've been in the New Zealand marketplace 15 years, so we’re no spring chickens. 

We’ve always been passionate about helping kiwis make smart money choices and with our knowledge, technology and vision for doing things a new and better way, we’re able to help you get on with the important things in life.


Squirrel office exterior

Experts in helping you make smart money choices

We love what we do and it’s a relaxed vibe in the Squirrel offices. No ties (unless that’s your thing) and plenty of jandals - but don't be fooled. Our advisers are experts in their field and are entirely focused on what they do best which is help you make the right choices with your money. Our advisers are also members of Financial Advice NZ.

Let's get acquainted:

Our Advisers

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Aatish Balsara

Residential & Commercial Adviser

Located in Auckland

Adam Clark

Mortgage Adviser

Located in Auckland

Alex McRobie

Mortgage Adviser

Located in Auckland

Angela Ferguson

Mortgage Adviser

Located in Auckland

Basil Frank

Mortgage Adviser

Located in Auckland

Speaks Afrikaans

Brad Luiten

Mortgage Adviser

Located in Auckland

Cade Wharepouri

Mortgage Adviser

Located in Auckland

Callum Faulkner

Mortgage Adviser

Located in Auckland

Dan Bell

Property Finance Manager

Located in Auckland

Emma Wallace

Mortgage Adviser

Located in Auckland

Jessica Carr

Mortgage Adviser

Located in Auckland

Joanne Chen

Actuary and BDM

Located in Auckland

Speaks Mandarin

John Bolton (JB)

Founder & Head of Mortgages

Located in Auckland

Kat McInnes

Mortgage Adviser

Located in Auckland

Kyle Moritz

Mortgage Adviser

Located in Auckland

Lily Li

Mortgage Adviser

Located in Auckland

Speaks Mandarin, Cantonese

Marilize Visser

Mortgage Adviser/BDM (on maternity leave till April 2025)

Located in Auckland

Speaks Afrikaans

Ollie Mellsop

Property Finance Manager

Located in Auckland

Peimin Huang

Mortgage Adviser

Located in Auckland

Speaks Mandarin, Cantonese

Shiva Iyer

Mortgage Adviser

Located in Auckland

Sudam Salunke

Mortgage Adviser

Located in Auckland

Speaks Hindi

Sunil Chandra

Mortgage Adviser

Located in Auckland

Speaks Hindi

Tessa Jacks

Mortgage Adviser

Located in Auckland

Tina Liu

Mortgage Adviser

Located in Auckland

Speaks Mandarin

Venu Chawdrapu

Mortgage Adviser and BDM

Located in Auckland

Speaks Hindi

Faye Foster

Mortgage Adviser - Christchurch

Located in Christchurch

Tim Martin

Mortgage Adviser - Taupo

Located in Taupo

Matt Evans

Property Finance Manager

Located in Tauranga

Bernie Upton

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

Callan Wayne-Bowles

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

Carley Brunning

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

Jamie Fairmaid

Mortgage Adviser - Wellington

Located in Wellington

Jordan Mitchell

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

Nelson Ford

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

Nick Virtue

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

Oliver Keogh

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

Sloan McPhee

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

Steven Hogg

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

Stevie Wallace

Mortgage Adviser - formerly The Home Loan Shop

Located in Wellington

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