catalystfinancial.co.nz
“It is a priority for us to continue to tap the unmet needs of our clients and grow with them to understand how to service them properly and give them what they need in this ever-changing landscape”
Vivianne Gauci,
HomeEquity Bank
Read on
Award Winner
Catalyst Financial
Angela Terreblanche
Technical Business Analyst
Sara Singh
Operations Manager
Peter Norris
Managing Director
Leadership
Headquarters:
Christchurch (offices in Auckland and Hawke’s Bay)
Year founded:
2020
Number of employees:
22
Phone:
0800 888 617
Email:
advisers@catalystfinancial.co.nz
Website:
LinkedIn:
linkedin.com/company/catalyst-financial-nz
SPECIAL REPORT
Home
Bio
Peter Norris is the managing director at Catalyst Financial. He has a passion for property, and he loves helping people by getting the money they need to invest in it. Norris worked in the broker market for over 10 years, dealing with property portfolios of all sizes and honing his skills by working with investors to help them achieve their financial goals. Outside of work, you will find him with his family or on the football field.
Managing Director
Peter Norris
Sara Singh is the operations manager at Catalyst Financial. She started her career in banking at ANZ and worked in the finance industry for over 15 years. Singh has experience in investments, lending and financial hardship and has focused on the service and operational areas of business for the more recent part of her career. When she is not supporting the clients and advisers at Catalyst Financial, she enjoys spending time with her family and visiting vineyards in the sunny Hawke’s Bay.
Operations Manager
Sara Singh
Andrew Jensen has extensive knowledge in managing all aspects of the finance function through strong commercial, strategic, M&A, and change management experience. He has financially led companies engaged in various fields including real estate, financial services, telecommunications, and the franchising sectors in Australia and abroad.
Andrew is an accomplished CFO with over 18 years of experience in senior finance and management roles. He currently serves as a non-executive director and chairman of the Audit and Risk Committee for Freedom Insurance Group (ASX.FIG), specialising in the design, distribution, and administration of life insurance products in Australia. Prior to these roles, he was the CFO and director of Ray White, Australasia’s largest real estate group with over $20bn in annual sales, and Loan Market, one of Australia’s largest independent mortgage broking businesses. He has also been the CFO of VGC Food Group, a private diversified manufacturing and franchising business. Lastly, Andrew was CFO and COO of Digicel PNG (Papua New Guinea), part of Digicel Group Ltd, one of the largest and most successful telecommunications companies in the South Pacific.
He is also a fellow of the National Institute of Accountants and a member of the Institute of Company Directors.
Chief Operating Officer
Andrew Jensen
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
Tyler Dellow
Client Experience Manager
Tyler Dellow is the client experience manager at Catalyst Financial. He has spent the last 17 years in the financial industry, with time at various major banks. When he is not supporting the clients and team at Catalyst Financial, you will find him spending time with his kids, Enzo and Phoenix. Dellow loves to invest in property and currently has a renovation project underway in Torbay. Sometimes he takes a break from the city and enjoys what New Zealand has to offer. He occasionally DJs for local charity fundraiser events or the Waitakere RSA during the weekends. During the summer months, he likes to pack up and use the camper van that he converted himself.
Client Experience Manager
Tyler Dellow
Andrew Jensen
Chief Operating Officer
Angela Terreblanche is an experienced business analyst and finance professional (CA) with a demonstrated history of working on system implementations, particularly in the insurance industry. She is skilled in business process mapping, understanding finance and accounting processes, financial reporting, banking integration processes, project management and implementing customer-centric solutions.
Technical Business Analyst
Angela Terreblanche
Laura Unger
Vice President/
General Manager, .CA
Karen Bannister, CM
Vice President, Marketing
Paul Mayer
Executive
Vice President, Investment Sales
Sarah M Stewart
Associate
Vice President, Leasing and Call Centre Operations
As the leader of Sephora Canada’s strong e-commerce business, Laura Unger focuses her team on driving growth through industry-leading online client experiences.
Laura has worked for Sephora for nearly six years, leading the e-commerce merchandising team for makeup, and has hands-on experience at Sephora inside JC Penney. She is passionate about developing and leading teams and has earned a reputation for driving business results by doing so.
Before joining Sephora, Laura honed her talents at such well-known companies as Google and Gap, as well as e-commerce start-ups Minted and Shop It To Me.
Laura is a graduate of Smith College, and earned an MA from Stanford University and an MBA from UC Berkeley Haas School of Business. She enjoys hiking and being outdoors and loves spending time with her family, especially her four-year-old son. In quiet moments, you might find her reading The New Yorker.
Vice President/General Manager, .CA
Laura Unger
Paul Mayer has over 20 years of sales and marketing experience at the vice president level. He is a graduate of Queen’s University and has an MBA from IESE Business School in Spain. He speaks English, French, and German, and has an understanding of Spanish.
Executive Vice President,
Investment Sales
Paul Mayer
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
LinkedIn:
linkedin.com/company/catalyst-financial-nz
Website:
catalystfinancial.co.nz
Email:
advisers@catalystfinancial.co.nz
Phone:
0800 888 617
Number of employees:
22
Year founded:
2020
Headquarters:
Christchurch (offices in Auckland and Hawke’s Bay)
“It is a priority for us to continue to tap the unmet needs of our clients and grow with them to understand how to service them properly and give them what they need in this ever-changing landscape”
Vivianne Gauci,
HomeEquity Bank
Most people have dreams. They dream of building a better life, a future that is going to be substantially different from today’s reality. But most people wait. They wait for something to happen – someone to tap them on the shoulder and something to change. They need something to spark them into action: an idea, a meeting, or a new insight to cause that change and drive them forward. In short, they need a catalyst.
That is where Catalyst Financial comes in. They love problem-solving and thinking outside the square to help clients achieve their financial goals. They want to see their clients succeed, and they work hard to help them get there. Catalyst Financial offers both mortgage and insurance services. Their team can meet with clients over Zoom, and they have offices in Auckland, Hawke’s Bay and Christchurch.
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health, Safety and Environment
Brent Fillmore
Founder
Cindy Martel
Vice President, Finance
Andrew Jensen
Chief Operating Officer
Tyler Dellow
Client Experience Manager
Sara Singh
Operations Manager
Peter Norris
Managing Director
Leadership
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Andrew Jensen has extensive knowledge in managing all aspects of the finance function through strong commercial, strategic, M&A, and change management experience. He has financially led companies engaged in various fields including real estate, financial services, telecommunications, and the franchising sectors in Australia and abroad.
Andrew is an accomplished CFO with over 18 years of experience in senior finance and management roles. He currently serves as a non-executive director and chairman of the Audit and Risk Committee for Freedom Insurance Group (ASX.FIG), specialising in the design, distribution, and administration of life insurance products in Australia. Prior to these roles, he was the CFO and director of Ray White, Australasia’s largest real estate group with over $20bn in annual sales, and Loan Market, one of Australia’s largest independent mortgage broking businesses. He has also been the CFO of VGC Food Group, a private diversified manufacturing and franchising business. Lastly, Andrew was CFO and COO of Digicel PNG (Papua New Guinea), part of Digicel Group Ltd, one of the largest and most successful telecommunications companies in the South Pacific.
He is also a fellow of the National Institute of Accountants and a member of the Institute of Company Directors.
Chief Operating Officer
Andrew Jensen
Tyler Dellow is the client experience manager at Catalyst Financial. He has spent the last 17 years in the financial industry, with time at various major banks. When he is not supporting the clients and team at Catalyst Financial, you will find him spending time with his kids, Enzo and Phoenix. Dellow loves to invest in property and currently has a renovation project underway in Torbay. Sometimes he takes a break from the city and enjoys what New Zealand has to offer. He occasionally DJs for local charity fundraiser events or the Waitakere RSA during the weekends. During the summer months, he likes to pack up and use the camper van that he converted himself.
Client Experience Manager
Tyler Dellow
Sara Singh is the operations manager at Catalyst Financial. She started her career in banking at ANZ and worked in the finance industry for over 15 years. Singh has experience in investments, lending and financial hardship and has focused on the service and operational areas of business for the more recent part of her career. When she is not supporting the clients and advisers at Catalyst Financial, she enjoys spending time with her family and visiting vineyards in the sunny Hawke’s Bay.
Operations Manager
Sara Singh
Peter Norris is the managing director at Catalyst Financial. He has a passion for property, and he loves helping people by getting the money they need to invest in it. Norris worked in the broker market for over 10 years, dealing with property portfolios of all sizes and honing his skills by working with investors to help them achieve their financial goals. Outside of work, you will find him with his family or on the football field.
Managing Director
Peter Norris
Read on
IB Top Brokerages
Award Winner
SHIELDED INSURANCE BROKERS
Award Winner
Catalyst Financial
SPECIAL REPORT
Home
Bio
“It is a priority for us to continue to tap the unmet needs of our clients and grow with them to understand how to service them properly and give them what they need in this ever-changing landscape"
Vivianne Gauci,
HomeEquity Bank
As an award-winning mortgage brokerage company with time-tested results, XIN Mortgage strives to be on top of the game. The company offers independent advice, develops personalised and customised solutions, and ensures that customers receive a lifetime customer service experience backed by customer reviews.
To leave no stone unturned, XIN Mortgage employs its in-house CRM X-Online, which focuses on transparent reporting and analytics system between the company and brokers to develop a healthy and pleasant competitive atmosphere.
Unlike traditional systems, XIN Mortgage’s platforms provide transparency and confidence by enabling brokers to have a complete overview of their customer portfolio at any moment, including property details, home loan details, application histories, home loan health check reminders, annual rate review tasks, leads management functions, and much more. A key breakthrough feature is to introduce new brokers to intensive and careful mentoring to work towards success, using the client service team to assist brokers and marketing teams to build their personal brands and drive high levels of customer satisfaction.
As a leading company, XIN Mortgage offers ongoing professional training and case study to its whole team, which helps the brokers develop highly effective solutions and guarantees the best interest of customers.
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health, Safety and Environment
Brent Fillmore
Cody Woolf
Cindy Martel
Vice President,
Finance
Andrew Jensen
Chief Operating Officer
Tyler Dellow
Client Experience Manager
Sara Singh
Operations Manager
Peter Norris
Managing Director
Leadership
LinkedIn:
linkedin.com/company/catalyst-financial-nz
Website:
catalystfinancial.co.nz
Email:
advisers@catalystfinancial.co.nz
Phone:
0800 888 617
Number of employees:
22
Year founded:
2020
Headquarters:
Christchurch (offices in Auckland and Hawke’s Bay)
Read on
Catalyst Financial
Award Winner
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Andrew Jensen has extensive knowledge in managing all aspects of the finance function through strong commercial, strategic, M&A, and change management experience. He has financially led companies engaged in various fields including real estate, financial services, telecommunications, and the franchising sectors in Australia and abroad.
Andrew is an accomplished CFO with over 18 years of experience in senior finance and management roles. He currently serves as a non-executive director and chairman of the Audit and Risk Committee for Freedom Insurance Group (ASX.FIG), specialising in the design, distribution, and administration of life insurance products in Australia. Prior to these roles, he was the CFO and director of Ray White, Australasia’s largest real estate group with over $20bn in annual sales, and Loan Market, one of Australia’s largest independent mortgage broking businesses. He has also been the CFO of VGC Food Group, a private diversified manufacturing and franchising business. Lastly, Andrew was CFO and COO of Digicel PNG (Papua New Guinea), part of Digicel Group Ltd, one of the largest and most successful telecommunications companies in the South Pacific.
He is also a fellow of the National Institute of Accountants and a member of the Institute of Company Directors.
Chief Operating Officer
Andrew Jensen
Tyler Dellow is the client experience manager at Catalyst Financial. He has spent the last 17 years in the financial industry, with time at various major banks. When he is not supporting the clients and team at Catalyst Financial, you will find him spending time with his kids, Enzo and Phoenix. Dellow loves to invest in property and currently has a renovation project underway in Torbay. Sometimes he takes a break from the city and enjoys what New Zealand has to offer. He occasionally DJs for local charity fundraiser events or the Waitakere RSA during the weekends. During the summer months, he likes to pack up and use the camper van that he converted himself.
Client Experience Manager
Tyler Dellow
Sara Singh is the operations manager at Catalyst Financial. She started her career in banking at ANZ and worked in the finance industry for over 15 years. Singh has experience in investments, lending and financial hardship and has focused on the service and operational areas of business for the more recent part of her career. When she is not supporting the clients and advisers at Catalyst Financial, she enjoys spending time with her family and visiting vineyards in the sunny Hawke’s Bay.
Operations Manager
Sara Singh
Peter Norris is the managing director at Catalyst Financial. He has a passion for property, and he loves helping people by getting the money they need to invest in it. Norris worked in the broker market for over 10 years, dealing with property portfolios of all sizes and honing his skills by working with investors to help them achieve their financial goals. Outside of work, you will find him with his family or on the football field.
Managing Director
Peter Norris
SPECIAL REPORT
Home
Bio
“Our long-term vision is to reimagine our customer and partner journeys to deliver a simple, efficient and highly pleasing experience supported by empowered teams and enabled with leading digital capabilities”
Vivianne Gauci,
HomeEquity Bank
“Our long-term vision is to reimagine our customer and partner journeys to deliver a simple, efficient and highly pleasing experience supported by empowered teams and enabled with leading digital capabilities”
Vivianne Gauci,
HomeEquity Bank
“Our long-term vision is to reimagine our customer and partner journeys to deliver a simple, efficient and highly pleasing experience supported by empowered teams and enabled with leading digital capabilities”
Vivianne Gauci,
HomeEquity Bank
