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.

 

 

Patrick Clemenger 
Authorised Financial Adviser (AFA)
CERTIFIED FINANCIAL PLANNERCM  

Patrick joined Sentry Financial in January 2019 and has worked as an Adviser since 2014. He has a passion for the Investment Advisory Industry and believes in providing customers with objective, impartial financial advice that will ultimately assist them in reaching their financial goals and aspirations.

Prior to becoming a Financial Adviser, Patrick worked as a Business Adviser and Financial Analyst at Inland Revenue.

Patrick is an Authorised Financial Adviser and CFP professional. He holds a Graduate Diploma in Financial Planning and a Batchelor of Business Studies in Finance from Massey University. He is a member of Financial Advice NZ (FINANZ) and a committee member of the local Branch.

Patrick is married to Karen and they have three fantastic, energetic children.