Headquarters:
1/359 Onehunga Mall Road, Onehunga, Auckland
Year founded:
2017
Number of employees:
9
Phone:
02 9200 3711
Email:
naylon@floatmortgages.co.nz
Website:
floatmortgages.co.nz
LinkedIn:
linkedin.com/company/float-financial
"We are constantly living by our core values: integrity, impact and teamwork"
Julie Giraldi,
CAAT Pension Plan
Read on
IB Top Brokerages
Award Winner
SHIELDED INSURANCE BROKERS
Award Winner
FLOAT FINANCIAL ADVISORS
Naylon Cassidy
Financial Adviser
Geoff Christopher
Financial Adviser
Prerna Chaudhry
Business Development Manager
Leadership
Naylon Cassidy has been a financial adviser with Float for five years. Prior to starting the company, he spent 12 years with BNZ in various roles including business and commercial relationship management roles. He also spent a year with HSBC as a global relationship manager. Naylon enjoys being able to utilise his financial and problem-solving skills to assist all types of clients, from first home buyers to large commercial business owners, in a warm and personable manner. Outside of work, Naylon loves to spend time up north fishing and golfing with family and friends.
Financial Adviser
Naylon Cassidy
Geoff Christopher has been with the Float team and on the tools for almost two years. He has a huge passion and drive to see the team and the clients win. Prior to joining the company, Geoff was with Naveya & Sloane, a New Zealand jewellery brand, for seven years, having held GM, CFO and CEO roles during this time. His experience in successfully scaling the Naveya & Sloane business, team, technology and brand is something he is excited to bring to the Float business and its clients. Geoff also has New Zealand banking experience, having worked for ANZ New Zealand across commercial banking and risk management roles for five years. Formerly ranked number 2 in the world for competitive Monopoly, he competed in the 2009 World Monopoly championship in Las Vegas while representing New Zealand. He continues to love rolling the dice in life.
Financial Adviser
Geoff Christopher
Prerna Chaudhry has extensive financial and analytical experience in New Zealand. She has a strong private banking background and over 10 years in the financial services industry. She can structure lending solutions from the simple to the complex to help customers achieve their goals.
Business Development Manager
Prerna Chaudhry
SPECIAL REPORT
Home
Bio
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
FLOAT FINANCIAL ADVISORS
Jane Wang
Financial Advisor
Geoff Christopher
Financial Adviser
Naylon Cassidy
Financial Adviser
Leadership
Headquarters:
1/359 Onehunga Mall Road, Onehunga, Auckland
Year founded:
2017
Number of employees:
9
Phone:
02 9200 3711
Email:
naylon@floatmortgages.co.nz
Website:
floatmortgages.co.nz
LinkedIn:
linkedin.com/company/float-financial
Naylon Cassidy has been a financial adviser with Float for five years. Prior to starting the company, he spent 12 years with BNZ in various roles including business and commercial relationship management roles. He also spent a year with HSBC as a global relationship manager. Naylon enjoys being able to utilise his financial and problem-solving skills to assist all types of clients, from first home buyers to large commercial business owners, in a warm and personable manner. Outside of work, Naylon loves to spend time up north fishing and golfing with family and friends.
Financial Adviser
Naylon Cassidy
Geoff Christopher has been with the Float team and on the tools for almost two years. He has a huge passion and drive to see the team and the clients win. Prior to joining the company, Geoff was with Naveya & Sloane, a New Zealand jewellery brand, for seven years, having held GM, CFO and CEO roles during this time. His experience in successfully scaling the Naveya & Sloane business, team, technology and brand is something he is excited to bring to the Float business and its clients. Geoff also has New Zealand banking experience, having worked for ANZ New Zealand across commercial banking and risk management roles for five years. Formerly ranked number 2 in the world for competitive Monopoly, he competed in the 2009 World Monopoly championship in Las Vegas while representing New Zealand. He continues to love rolling the dice in life.
Financial Adviser
Geoff Christopher
With a wealth of financial experience and a strong grasp of business strategy, Jane Wang is an esteemed member of the AW Consulting team, where she strives to deliver positive project results across a broad range of financial and administrative duties. She has global knowledge that she applies to her work, which significantly benefits her clients across New Zealand. Fluent in English and Chinese, Jane offers a personal consulting service and is driven to help her customers achieve their targets.
Financial Advisor
Jane Wang
SPECIAL REPORT
Home
Bio
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.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
FLOAT FINANCIAL ADVISORS
Cindy Martel
Vice President,
Finance
Geoff Christopher
Financial Adviser
Naylon Cassidy
Financial Adviser
Leadership
Headquarters:
1/359 Onehunga Mall Road, Onehunga, Auckland
Year founded:
2017
Number of employees:
9
Phone:
02 9200 3711
Email:
naylon@floatmortgages.co.nz
Website:
floatmortgages.co.nz
LinkedIn:
linkedin.com/company/float-financial
SPECIAL REPORT
Home
Bio
Naylon Cassidy has been a financial adviser with Float for five years. Prior to starting the company, he spent 12 years with BNZ in various roles including business and commercial relationship management roles. He also spent a year with HSBC as a global relationship manager. Naylon enjoys being able to utilise his financial and problem-solving skills to assist all types of clients, from first home buyers to large commercial business owners, in a warm and personable manner. Outside of work, Naylon loves to spend time up north fishing and golfing with family and friends.
Financial Adviser
Naylon Cassidy
Geoff Christopher has been with the Float team and on the tools for almost two years. He has a huge passion and drive to see the team and the clients win. Prior to joining the company, Geoff was with Naveya & Sloane, a New Zealand jewellery brand, for seven years, having held GM, CFO and CEO roles during this time. His experience in successfully scaling the Naveya & Sloane business, team, technology and brand is something he is excited to bring to the Float business and its clients. Geoff also has New Zealand banking experience, having worked for ANZ New Zealand across commercial banking and risk management roles for five years. Formerly ranked number 2 in the world for competitive Monopoly, he competed in the 2009 World Monopoly championship in Las Vegas while representing New Zealand. He continues to love rolling the dice in life.
Financial Adviser
Geoff Christopher
With a wealth of financial experience and a strong grasp of business strategy, Jane Wang is an esteemed member of the AW Consulting team, where she strives to deliver positive project results across a broad range of financial and administrative duties. She has global knowledge that she applies to her work, which significantly benefits her clients across New Zealand. Fluent in English and Chinese, Jane offers a personal consulting service and is driven to help her customers achieve their targets.
Financial Advisor
Jane Wang
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.
Jane Wang
Financial Advisor
With a wealth of financial experience and a strong grasp of business strategy, Jane Wang is an esteemed member of the AW Consulting team, where she strives to deliver positive project results across a broad range of financial and administrative duties. She has global knowledge that she applies to her work, which significantly benefits her clients across New Zealand. Fluent in English and Chinese, Jane offers a personal consulting service and is driven to help her customers achieve their targets.
Financial Advisor
Jane Wang
Prerna Chaudhry
Business Development Manager
Prerna Chaudhry has extensive financial and analytical experience in New Zealand. She has a strong private banking background and over 10 years in the financial services industry. She can structure lending solutions from the simple to the complex to help customers achieve their goals.
Business Development Manager
Prerna Chaudhry
Prerna Chaudhry
Business Development Manager
Prerna Chaudhry has extensive financial and analytical experience in New Zealand. She has a strong private banking background and over 10 years in the financial services industry. She can structure lending solutions from the simple to the complex to help customers achieve their goals.
Business Development Manager
Prerna Chaudhry
Cindy Martel
Vice President, Finance
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
Cindy Martel
Vice President,
Finance
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
Jane Wang
Financial Advisor
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
Float Mortgages & Insurance has been supporting clients for over five years and is focused on building a great team culture and realising its growth aspirations. The Float team is composed of experienced and passionate financial service industry professionals who help clients win through the lens of financial security and the best advice and experience in the business. They believe that being a top-performing financial advisory brand in the long run depends on the retention of both the clients and the team. Float achieves this by investing significantly in client experience support and offering a market-leading remuneration package that provides security of income and rewards for the long-term value that team members create for the company’s clients.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Brent Fillmore
Founder
Cody Woolf
Director, Health, Safety and Environment
Karen Bannister, CM
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
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
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
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
Brent Fillmore
Cody Woolf
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health, Safety and Environment
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
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
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
Brent Fillmore
Founder
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health,
Safety and Environment
Sarah M Stewart
Associate
Vice President, Leasing and Call Centre Operations
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
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
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
