Meet the team
At Squirrel we work hard to make the mortgage process simple so you can get more out of life. You can feel confident in our personal, impartial advice. And you’ll get a great mortgage rate too. Whether you’re sizing up the property ladder or already on the way up, we’re alongside to help you make informed, forward thinking decisions. We work hard to make it easy. And in most cases, it won’t cost you a cent.
LINDSAY HILLMORTGAGE ADVISER
Lindsay has spent the last 6 years helping kiwis get into their homes and before that, clocked up 13 years in the banking/finance world. In his spare time he saves lives with Surf Life Saving. Yep, we’re pretty proud of him.
Lindsay specialises in first home buyers and property investors.
Qualification: Registered Financial Adviser.
BASIL FRANKMORTGAGE ADVISER
Basil aka Baz comes to us from South Africa where he founded his own mortgage broking company, before cutting his teeth in SA’s largest firm. In total he’s clocked up 11 years experience in mortgage broking, plus his time in Squirrel. A family man who loves the BBQ, he claims to cook a mean steak. This claim is yet to be confirmed.
Baz specialises in First/second home buyers, property investors and refinancing.
Qualifications: NZ Certificate in Financial Services, Certificate in Leadership, People management and marketing. Registered Financial Adviser.
BRAD LUITENMORTGAGE ADVISER
Previously a banker for 4.5 years, Brad made the transition to mortgage adviser and brought with him a wealth of knowledge on the finance industry. He can be found racing around Victoria Park most lunchtimes.
Brad specialises in first home buyers, property investors, business, insurance and structuring loans to be paid off as fast as possible.
Qualification: Registered Financial Adviser.
EMMA WALLACEMORTGAGE ADVISER
Emma’s favourite things are seeing her clients successfully settling into their homes, and online shopping. The former helps with the latter. She also attends boxfit classes regularly so watch out!
Emma has 6 years lending experience & specializes in helping first home buyers, structuring mortgages to help clients pay off faster, & she knows the North Shore inside out.
Qualifications: B. Com, Registered Financial Adviser.
KYLE MORITZMORTGAGE ADVISER
Kyle’s has spent the last 7 years helping customers into their homes with Squirrel and prior to that another 9 years in the industry so there’s not much he can’t tackle. Engage him in conversation about sports, but make sure you’ve cleared your schedule first.
Kyle specialises in first home buyers, property investors, businesses plus he knows everything there is to know about the North Shore.
Qualifications: Dip. Business, introduction to business, Lending experience in the workplace, Registered Financial Adviser.
MATTHEW VAN GEESTMORTGAGE ADVISER
Matt’s 8 years’ experience in finance and 2 years in construction perfectly positions him to be a great mortgage broker. Loving a challenge, he even has a charcoal BBQ.
Matt specialises in property investors, construction lending, subdivisions, first home buyers and has a knack for working out the best mortgage structure.
Qualifications: Bachelor of Applied Science, Registered Financial Adviser.
MONIQUE RILEYMORTGAGE ADVISER
In her 7 years working in the industry, Monique has gained a wide range of experience in the banking world and as a mortgage and financial adviser. She likes to stay active with her 2 kids and loves nothing more than rewarding a tough gym workout with a sweet dessert – that’s the whole point right?
Monique specialises in first home buyers to property investors and everyone in between.
Qualifications: Dip. Business Studies, Endorsement in Finance, Certificate in Real Estate, Registered Financial Adviser.
ASH ROBINSONMORTGAGE ADVISER
Ash joined us after a year of exploring the rainforests and peaks of South America. He has 6 years banking experience, plus a year as the executioner – oops – credit manager for our sister company Squirrel Money.
Ash specialises in first home buyers (who he can very much relate to).
Qualifications: Bachelor of Property, B. Com (Finance). Registered Financial Adviser.
PETER NORRISMORTGAGES DIRECTOR
During Peter’s 10 years’ experience in the world of mortgages, he’s been a business owner and started his own family, which he balances along with a bit of footy. He’s pretty much an over-achiever.
Peter specialises in property investors including investment growth and restructures, business & commercial loans.
Qualifications: Registered Financial Adviser.
EMMA BOYDMORTGAGE ADVISER
With over a decade of experience in the banking industry, Emma knows mortgages inside out. She also knows how to handle being outnumbered by the boys in the office, being a mum of four boys which is possibly why she’s handy with a pair of boxing gloves!
Emma's the go-to for business lending and an expert with any complex lending scenario for anyone from first home buyers to seasoned investors. She can also come up with a mean mortgage structure to save as much interest as possible if that’s your thing.
Qualification: Registered Financial Adviser.
SHAUN HARKINMORTGAGE ADVISER
With 4 years clocked up as a Mobile Mortgage Manager and experience as a qualified Investment Fiduciary, there’s not much Shaun doesn’t know about money. Unsurprisingly, his favourite colour is green. If you want to get on his good side, Pinot Noir is his tipple.
Shaun specialises in first home buyers, property investors, LTC’s and family trusts.
Qualification: Registered Financial Adviser.
TYLER DELLOWMORTGAGE ADVISER
Tyler is our secret weapon with 10 years banking experience as well as some wicked paintballing skills. His love for Mexican food comes second only to hanging out with his two kids.
Tyler specialises in first home buyers and business owners.
Qualification: Registered Financial Adviser.
PAUL DAVEYMORTGAGE ADVISER (Bay of Plenty)
Paul spent many years in the UK carving out a career in investment management. The lack of fizzy beer and a decent pie sent him scurrying back to NZ. Paul’s years in the banking, investment and finance industry ads up to 20+ years (really showing his age!)
Paul specialises in new home construction finance, first home buyers, investors and looking after anyone outside of Auckland.
Qualifications: B. Com (Finance and Economics). Registered Financial Adviser.
ELENA SIMPSONMORTGAGE ADVISER (Bay of Plenty)
When she’s not training her gundogs, Elena uses her finance and banking experience to look after the Bay of Plenty area along with Paul. A seasoned property investor herself, she knows a thing or two about what’s involved.
Elena specialises in first home buyers, investors and insurance.
Qualifications: B. Com, NSFP Level 5, AFA (Authorised Financial Adviser).
STEFAN RODRIGUESInsurance Adviser
Stefan is our insurance guru who's joined us from Southern Cross. As any insurance adviser knows, balance is a key part of a healthy life so he balances out the gym and soccer with a good old Netflix binge.
Stefan specialises in Life, Health & General Insurance.
Qualifications: BCom International Business and Marketing
Ben PauleyCommercial adviser
If commercial lending is what you’re after, Ben’s your man. After the long haul at ASB since his uni days (7.5 years to be exact), we’re lucky to have snapped him up. The marketing team is happy that his hair is on brand too.
Ben specialises in everything commercial and complex lending.
Qualifications: BCom in Finance, Account & Economics.
SAM LUDBROOKMortgage Adviser/Relationship Manager
Sam’s previous experience in investment banking in the UK and business banking at here in New Zealand has given him a well rounded wealth of knowledge. He’s also a welcome addition to our backyard cricket team.
Sam specialises in houses under construction, small business lending and first home buyers.
Qualification: Dip. Computer Studies.
ANGELA FERGUSONCLIENT SERVICES DIRECTOR
With a quarter of a century's worth of roles in the finance industry, including owning her own mortgage brokering company for 8 years, Angela is perfectly positioned to lead the client services team to ensure the best Squirrel service. When she’s not keeping the team in line during the week, she can be found on lake Taupo with her family on a boat full of freshly caught trout.
JESSIE LAMERTONCLIENT SERVICES ADMINISTRATOR
SCOTT JUSTICECLIENT SERVICES MANAGER
Scott loves a challenge – not only in the financial sense. A basketball fanatic at 5’9 with shoes on (or 6’0 if GQ Magazine asks), he doesn’t let those taller players get in his way. And with a superhero last name you know you’re in safe hands.
VIDHI NAGORIClient Services Manager
Vidhi uses her masters degree to keep things running smoothly in our Manukau office. Previously a Foreign Exchange Dealer, she’s got a taste for all things international and a passion for Italian food. After a day’s work she likes to escape with a good book.
ELEANOR RODRIGUESClient Services Mortgage Adviser
Elle’s clocked up 7 years with Squirrel so she’s practically a veteran. Ask her anything. But just don’t mess up her desk.
Elle specialises in first home buyers, investors, refinancing and construction loans including new builds.
Qualifications: BA Economics, Registered Financial Adviser.
Alan is an AI bot, who has joined the team to help people navigate through the process of buying their first home. He's got the gift of the gab and loves to tell a good joke. He's made of 100% recycled materials and runs on coffee.
Josie ClaytonClient Services Manager
Josie’s a sharp knife in the drawer when it comes to client services - with 7 years lending experience she knows what she’s on about. Speaking of knives in drawers, she’s a bit of a whizz in the kitchen, coming up with her own signature dishes. We’re yet to try these dishes.
JOANNE CHENACTUARY AND BDM
Jo has been leading the Chinese team at Squirrel for 4 years of whirlwind fun, with another 10 years experience in the financial industry before that. Her 2 favourite things are helping people make more money and eating spicy food. A seasoned property investor and one of the few Actuaries in New Zealand, Jo is one hard-working smart cookie.
Qualification: Post grad Dip. Finance.
CHARLES ANMORTGAGE ADVISER
Fresh from China, Charles joins Team Squirrel and brings a wealth of valuable experience to our market. He’ll let you pick his brains over dumplings.
TINA LIUMORTGAGE ADVISER
Tina’s a power-walking people person who will stop at nothing to get her clients on the property ladder. She sometimes sits still long enough to watch a movie. Her passion for helping people led her to spend a decade as an immigration consultant and 7 years as a teacher while building up her investment portfolio on the side.
Tina specialises in overseas income buyers, first home buyers and property investors, as well as commercial and construction loans.
Qualifications: Bachelor in Computer Science, Bachelor in Education. Registered Financial Adviser.
MAX JIANGCUSTOMER SERVICES MANAGER
Max has a passion for people and is all about the customer experience. Not only that, he’s brought his 6 years of banking experience with him so he knows what he’s talking about. Top tip: get him talking about football over a classic eggs benny and you’ve won him over.
Max specialises in first home buyers, property investment, small to medium property developers, business and commercial lending and insurance.
Qualifications: NZDB in Business, Registered Financial Adviser.
Lizzy LiMortgage Adviser
Lizzy’s been with Squirrel the last couple of years learning the ropes and has worked her way up to becoming a registered financial adviser. She likes to keep active and we suggest staying on her good side because she’s pretty handy at Thai Boxing.
Lizzy specialises in first home buyers and first time investors
Qualifications: NZCFS Residential Property Lending Cert, Graduate Dip. Business, Bachelor in Landscape Design
VENU CHAWDRAPUMORTGAGE ADVISER AND BDM
Having 15 years of industry experience means there’s not much Venu doesn’t know about home loans. His passion for helping buyers get the best result possible is only rivalled by his love of samosas.
Venu specialises in first home buyers, property investors, business and commercial.
Qualifications: B. Com, MBA (Finance), Dip. Banking & Finance. Registered Financial Adviser.
FAREA KHANMORTGAGE ADVISER
With over 13 years in banking, Farea knows the ins and outs of the mortgage business better than the back of her hand. Enough said.
Farea specialises in First home buyers, property investors, Business and insurance.
Qualifications: Dip. Business Studies, Management, Registered Financial Adviser.
SUNIL CHANDRAMORTGAGE ADVISER
With a total of 7 years in the insurance and financial industry, Sunil’s talents spread beyond property. A bit of a techie at heart, he’s a photographer in his spare time. Lucky we’ve snapped him up then.
Sunil specialises in first home buyers, business and commercial loans, property investment, fire & general insurance and personal risk insurance.
Qualifications: Masters in Business Administration, Dip. Business (Banking & Finance), Certificate in Computing. Registered Financial Adviser.
VIKRAM KATUKAMMORTGAGE ADVISER
A great addition to Team Squirrel after the last 4 years, Vikram likes his clients to have it all. His favourite colour is red and yellow and his favourite cuisine is Indian and Mexican.
Vikram specialises in first home buyers, investors and business owners.
Qualifications: Business Management (NZQA). Registered Financial Adviser.
SUDAM SALUNKEBROKER SUPPORT
With 8 years of mortgage advising experience, Sudam brings his expertise from a top financial institution in Mumbai all the way to New Zealand. When he’s not chatting away with clients, he can be found on the cricket pitch.
Sudam specializes in first home buyers, refinancing and mortgage top ups.
Qualifications: Masters in Business Management – Sales & Marketing, Registered Financial Adviser.
BAHADUR KAIKOBADIInsurance Adviser
Bahadur knows insurance inside out, and will fight to get the best policy to suit his clients’ needs. He likes to live in the fast lane, specifically on his motorbike, and at the end of a busy day enjoys winding down with his family. His favourite colour is blue.
Bahadur specialises in Life, Trauma, Health and Disability protection.
Qualifications: Registered Financial Adviser, NZC Financial Services, Residential Property Strand.
JOHN BOLTONCHIEF SQUIRREL
8 years ago, Squirrel’s founder JB realised that New Zealand house hunters needed help. As we all know, if you want something doing right, you have to do it yourself. He has since set about changing the game for buyers and Squirrel has written over $1.5bn of mortgages to date. When not embarking on one of his many ventures, JB can be found skiing dangerously or eating sashimi. He’s a member of the Professional Advisers Association and the Institute of Directors. And naturally, his favourite colour is orange.
Tim is our over achiever and ex-Commonwealth Games athlete with a list of experience too long to include here. In a nutshell, he’s spent the last 15 years in management & consulting roles within the insurance industry and various others. If ever you can’t find him, check the local pool, rugby field, cycling track or nearest ski slopes. When he’s taking a break from those, he can be found telling dad jokes over a dinner of steak and mash.
RUTH HAMLINMARKETING DIRECTOR
MARITA KERRYMARKETING MANAGER
CHARLOTTE JOSHIMARKETING EXECUTIVE
Col has spent over 2 years creating the awesomeness that is TenanSee and now brings his expertise to Squirrel. After a long day of coding, he loves nothing better than to unwind in front of a Liverpool match, or with a Tuatara in one hand (the beer, not the animal) and Playstation controller in the other.
FUYUKO AKIYOSHISENIOR WEB DEVELOPER
Fuyuko is our front end developer and a woman of many talents – when she’s not squirrelling around in the office, she’s making (and selling) pottery or completing her studies in Social Anthropology. In her rare downtime, she likes to annoy her cat Momo. We’re lucky to have snapped her up!
MEDHA GUPTAWEB DEVELOPER
Medha uses her masters in Computer Science to build some pretty sweet websites, including this one. She's got the moves like jagger and balances out those long hours at her desk with dance and a bit of yoga.
CHARLES CHENOPERATIONS MANAGER
With a background in banking, Charles heads up the Squirrel Operations by day and is a rockstar by night. Look out for him on the cover of Rolling Stone.
Maggie joined the Squirrel Money team fresh from a stint across the ditch, and now holds the fate of loans in her hands. Catch her dancing up a salsa storm on a Friday night.
OWEN CHOYASSISTANT ACCOUNTANT
Owen’s a smart cookie with a first class degree and a penchant for music-making. A true millennial, when he’s not too busy with numbers he likes nothing better than YouTubing and gaming. And his favourite colour is black, which is not even a colour.
JEN SOUTHANPeople Person
Yeah, we don't really like the term 'HR'. Jen’s perfectly positioned as Squirrel’s ‘people person’ given her wide range of experience which spans from working with the people (and animals) of Animates, and marrying people – yep, she’s also a celebrant! Find her a decent gluten free pizza or burger and she’ll love you forever.
Stewart has a multitude of bank experience as former CFO of ASB, Westpac and AMP. We’re delighted to have him as one of our independent board members.
VAUGHAN UNDERWOODBOARD MEMBER
Vaughan has been cherry-picked for our board after serving as CEO of Sentinel and AXA, and we’re now reaping the benefit of his experience.
WAYNE SCHOLTZBOARD MEMBER
Wayne is a chartered accountant and entrepreneur who brings a strong business development perspective to the Board.