• Director/Financial Adviser Profile - Kristy Staples CFP / CA – Kristy is a CERTIFIED FINANCIAL PLANNER^CM and a Chartered Accountant.

Kristy is an Authorised Financial Adviser (AFA) authorised under section 55 of the Financial Advisers Act 2008 to provide financial advice, discretionary investment management services and investment planning services.

She is a member of both the Institute of Financial Advisers (IFA) and the New Zealand Institute of Chartered Accountants (NZICA).  Kristy has been with Core Wealth Solutions since 2006. Prior to this, Kristy worked for a Chartered Accountants Firm in Feilding for six years, and for a financial services company in Dublin, Ireland.  

• Directors Profile – Ron Eglinton CA - Ron has been in public practice in Palmerston North for 45 years. His association with BDO (formerly McKenzie McPhail) commenced in 1989. Ron heads the Audit Team that undertakes audits of an extensive mix of local entities together with National and International assignments.

Ron has had a long involvement with the Institute of Chartered Accountants and served as National President in 1987-1988.
Qualifications – FCA, ACIS




 
• Directors Profile - Ross Hadwin CA –  Ross is involved in providing taxation, management, financial and general business advice to a wide variety of clients, ranging from small owner operated businesses to large national and international corporate entities. Ross has been a partner in BDO Manawatu (previously McKenzie McPhail) since 1996.

Ross is an active member of the Palmerston North Rotary Club and is a past Director of the Rotary Club’s youth committee. He is married with two adult children. 
 

Disclosure Statement - Kristy's Secondary Adviser Disclosure Statement is available free of charge upon request. 

Kristy's Primary Disclosure Statement