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Board of Directors

David Whyte


Chairman
M.A. (Hons), M.Mgt, CMInstD.

David Whyte has been involved with the financial services industry for over 4 decades in three countries.

On arriving in New Zealand, after a brief time in the banking space, David was appointed as Sovereign’s first Business Development Manager, rising to the company’s first General Manager (Sales). On moving to American International Group (AIG) life insurance company in NZ (AIA), he built the organisation up to a leading position in the market, with a strong emphasis on Information and Communications Technology initiatives. This was exported to Australia when David was appointed Managing Director of AIA Australia and the focus on technology accelerated the organisation’s growth in the highly competitive Group Life risk area with industry super funds and wrap platforms.

Since returning from Australia, David has established his own consultancy providing governance and strategic planning services to a number of high profile clients including the NZ Government, Fidelity Life, Sovereign, the New Zealand Institute of Directors, among others.

David is a Chartered Member of the Institute of Directors, has a postgraduate Masters Degree in Management from Massey University, and a postgraduate qualification in Corporate Governance from Waikato University.

M: 021 40 67 67

Steve Shrigley


Independent Director

Steven Shrigley joins the Lifetime Board with an extensive accounting and financial services background. After completing several years as a financial controller for a large computer company, Steven and his family returned to New Zealand to commence a career in the financial services industry.

Initially Steven helped individuals and corporates with their risk management and investment requirements. Tower Life then purchased his two trading entities which resulted in a senior management position and directorship within Tower Life. In 1994, he was head hunted by Sovereign where his role eventually grew into managing the territory from Hawkes Bay to Invercargill for adviser distribution. He achieved outstanding results for Sovereign and helped coach many of the industry’s top advisers.

Steven continues to coach several of New Zealand’s well respected and professional advisers. In his spare time he enjoys public speaking.

Steven and his family love everything Canterbury has to offer and weekends are often spent on Banks Peninsula either diving for crayfish or exploring the rugged coastline from the sea.

M: 027 397 2210

Allan McNaughton


Argent Adviser & Director

Allan kicked off his career in the financial services industry in the 1980’s and is a CLU, an AFP, an AFA and holds the NZ Diploma in Life Insurance. Whist being an active member of the Lifetime Group Board, his passion remains working with clients. Meeting their individual needs, seeing their life goals being fulfilled and ensuring this happens in a hassle free, professional manner is what makes him passionate about his work.

Allan was also one of the founding members of ALF (the Argent Lifetime Foundation) and has been an active participant in the foundation’s cornerstone event – the ALF Golf Charity day – for over 10 years.

To add to his focus of giving back, Allan is the current Chairman of Certus Trust; an organisation which since its inception has granted in excess of $186,000 to assist New Zealanders to better improve their quality of life.

Allan is married with three children and enjoys spending time with the family travelling together.

T: 03 372 1912
M: 021 240 0400

Roger Abel


Director

Roger’s passion for commerce and nurturing business growth was sparked early on in his professional life - elbow deep with business owners and senior managers, selling advertising for a publishing business.

He entered the financial services world with AMP in 1987, the same month as the infamous share market crash of ‘87. And five years later invested in a business called Rothbury.

Rothbury was a business with a history dating back to 1950, it had only a handful of staff and just one office. Today he spends most of his time leading the business, with over 260 staff, 18 locations New Zealand wide and several different businesses/brands, however he still spends time with clients when the opportunity arises.

Over the years Roger has been involved in many regional mergers and acquisitions, growing a robust business that he will always be passionate about. This includes the strategic partnership between Rothbury and Lifetime, with Rothbury now the cornerstone shareholder.

Roger is a boating enthusiast, enjoys a hit of tennis, and lives Auckland’s North Shore with wife Anna and son Zach.

T: 09 526 8320
M: 021 952 230

Allan Yeo


Director

Allan originally formed the Grosvenor Financial Services Group – now called Booster Financial Services – back in 1998.

Before then, he held senior banking roles with Barclays Bank PLC in New Zealand, Australia and the United Kingdom.

Allan is also the Managing Director of Booster Financial Services.

M: 021 511 420

Peter Cave


Managing Director
CFP, AFA

Peter is the Managing Director of Camelot NZ Limited. Following a career in engineering and management, Peter joined the financial services industry in 1988 and formed his own business which he subsequently merged into Camelot in 2009 as one of the foundation partners. Peter is exceptionally passionate about the industry and maintains relationships with longstanding business and personal customers, while placing much of his focus on developing the Camelot business and the Adviser team in their quest to help New Zealanders achieve their personal financial objectives.

M: 027 436 8675

Paul Foley


Alternate Director

Paul is a senior corporate / commercial lawyer based in Wellington, where he is a partner in Minter Ellison Rudd Watts.

He has over 25 years’ experience working with companies in the financial services, manufacturing and energy fields. He is a past director of NZX- and ASX-listed companies and a Chartered Fellow of the NZ Institute of Directors.

Paul has been involved with Booster Financial Services Ltd since the start in 1998 and more formally as a director since 2012.

M: 021 948 841

Owen Shaw


Alternate Director

Owen commenced his Insurance Career in Southland with Guardian Royal Exchange. After 10 years Owen started up a practice in Insurance Broking and Financial Services. In 1990 he was a founding shareholder/director of Commercial and General Insurance Brokers which merged with Rothbury Insurance Brokers in 2004. Owen continues on the Board of Rothbury. He was also founding director/shareholder of AMP South Financial Services in 1999.

Owen was instrumental in helping set up Rothbury Life Ltd in 2012 which has now merged into Lifetime/Camelot. Owen is a passionate about Financial Services and is a life member of MDRT.

Owen is a Chartered Member of the Institute of Directors NZ.

M: 027 435 4474