The Essential First Steps in Succession Planning

Key Staff

When developing your shareholder succession plans or evaluating funding options you need to have confidence in the people you are working with. 



Neil RundleNeil Rundle

Director

Neil is a founding director and has been with Mainstay and its predecessors for 17 years. He held Account Executive positions in New Zealand and the United Kingdom with Marsh and Sedgwicks and on major corporate accounts.





Julie Nicolson, ANZIIF (Aff), CIPJulie Nicolson
Operations Manager

Julie has more than 30 years’ experience in the financial services industry.









Marion PeriMarion Peri

Client Services

Marion has been with us in Client Services since 2005 bringing with her a wealth of experience in financial services having worked for the ANZ for a number of years.






Cam Bailey

Director


Cam is based in Christchurch and has specialised in advising the  business community hroughout New Zealand on its succession arrangements for many years.








Kevin Clarkson JP

Kevin, based in the Christchurch office, has been in advisory and management positions in the insurance industry for many years with a principal focus on life risk insurances.







Jenny Blackler

Christchurch Administration Manager

Jenny joined the business more than ten years ago from a  financial services career to manage the  administration and  client services of the Christchurch office.