Advisers

Advisers

Ian Walden
Director
Authorised Financial Adviser (AFA)
CERTIFIED FINANCIAL PLANNERCM  

Ian has been a Financial Adviser since 2000, joining Sentry Financial in February 2006 as part of a succession plan for the founding owner. Ian became a director of Sentry in July 2009 and completed the company buy out in December 2012.

Prior to becoming a Financial Adviser, Ian had 15 years experience in the New Zealand Financial Markets specialising in Foreign Exchange.

Ian is an Authorised Financial Adviser and CFP professional. He holds a Graduate Diploma in Business Studies endorsed in Personal Financial Planning, obtained though Massey University.

Ian is married to Michelle, who is a Chartered Accountant, and has six wonderful children.

 

Pat Bonisch
Authorised Financial Adviser (AFA)

Pat joined Sentry Financial (formally Financial Strategies) in 1997 and commenced providing financial advice in 2000. Pat is an Authorised Financial Adviser, providing personalised financial advice in risk management and investment in his authorised categories.

Pat is member of the Professional Advisers Association and is an active member of a local Rotary Club.

Pat is married to Ginny.