Biography
Lisa joined NZ Funds in 1997. In her current role as General Counsel, she leads NZ Funds’ legal and tax business unit in providing legal and tax direction for the business. She also provides advice on legal matters to the directors and the various business units.
She has had a number of roles at NZ Funds working in the funds management and corporate business units, as well as in a special projects role for a period of time. During her time at NZ Funds she has managed projects which have spanned all business units within the firm. This has enabled her to gain an extensive knowledge of the inner workings of NZ Funds and the philosophy by which the business is driven.
Prior to joining NZ Funds, she spent six years specialising in tax in one of the top tier accounting firms in New Zealand, which included a brief stint in Australia on its international tax desk.
Approach
Innovation is a key vision of NZ Funds. We have and continue to apply innovation in building financial solutions for our clients. The financial solutions we strive to achieve are for New Zealanders accumulating wealth over their lifetime.
I believe innovation is inspired by a team of capable individuals using their unique strengths to work towards a common goal.
My role within this team is to provide a balanced legal and commercial steer to the innovation process – the outcome of which is to align the goals of our business with those of our clients.
As part of this team, my role is to bring a legal aspect to the innovation process, combining my technical skills with the knowledge of NZ Funds’ business gained through my years in the organisation, to produce an outcome that aligns the goals of our investors and our business, and meets our legal requirements.
|
