Meet John Milner

Your Investment Advocate

JOHN MILNER

GradDipBusStuds (PFP), CFP(CM), CLU, AIF®, AFA

John is one of only a handful of financial advisers who holds a Discretionary Investment Management Service license in his own name, from the Financial Markets Authority.

“Walks the talk. For a succinct, clear and independent helicopter view of how the investment world works no one has explained it better to me than John. John is a very successful and inspiring person who I trust and respect. I will be recommending John to my contacts.”

Kalev Crossland, Partner, Shieff Angland Solicitors

John Milner is Managing Director and chief pointy-head at Collaborative Consulting.

He actually walks the talk with his advice. He runs a successful business, is independently wealthy in his own right and really enjoys sharing three decades of investment experience and business success with others. Just ask anyone who knows him.

RELEVANT QUALIFICATIONS AND DESIGNATIONS

  • Post Graduate Diploma in Business Studies (Personal Financial Planning) – Massey University
  • Practising Certified Financial Planner (CFPCM)
  • Certified Life Underwriter (CLU)
  • Accredited Investment Fiduciary® (AIF®)
  • Authorised Financial Adviser (AFA)

John believes in ‘paying it forward’ to make a better world. While running a busy financial planning practice, John sits on several company boards and mentors many advisers and business owners. In addition, he has put in place several endowment fund trusts within Auckland schools, to help provide higher education to children who could not otherwise afford it.

OUR INVESTMENT COMMITTEE

Collaborative Consulting has an Investment Committee of experts who guide our advice to you.

WE
BUILD
STRONG
RELATIONSHIPS

OUR SERVICES
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Damon O’Brien

Chief Investment Officer

Damon O’Brien – Chief Investment Officer

Damon has 15 years’ experience in the wealth management industry, and is a CFA® charterholder. Damon’s career path has included exposure to a boutique wealth management firm, a national advisory dealer group and a ‘fund of hedge funds’ company. Working in these differing businesses has provided him with a unique perspective across the wider investment and advisory industry in New Zealand.

Damon is the chair of the Consilium investment committee.

He has a B Comm. majoring in Economics and Operations Research from University of Canterbury and, after joining the wealth management industry, went on to complete a Post Graduate Diploma in Business Studies (Personal Financial Planning) through Massey University. As a CFA® charterholder, Damon is bound by the CFA Institute’s Code of Ethics and Standards of Professional Conduct.

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Ben Brinkerhoff

Partner Growth

Ben Brinkerhoff – Partner Growth

Ben has worked in the wealth management industry for almost 10 years. Prior to moving to New Zealand, Ben was Chief Operating Officer at Index Fund Advisors, an advisory firm with $2.2 billion of funds under advice. His career has also seen him undertake the role of senior economic consultant, and economic manager for the Qatar Economic Free Zones.

Ben’s main role is to facilitate growth and improve efficiency in Consilium partner firms, and help them achieve their strategic initiatives. He is also a member of the Consilium investment committee.

Ben is an Accredited Investment Fiduciary (AIF) and has a BA in History and Economics from University of California.

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Dr. Bart Frijns

Investment Committee Member

Dr. Bart Frijns – Investment Committee Member

Dr. Bart Frijns is a Professor of Finance at AUT and the Director of the Auckland Centre for Financial Research.

Since obtaining his PhD in Finance from Maastricht University in 2004, Dr Frijns has undertaken empirical research on topics ranging from the impact of regulations on financial markets, to volatility dynamics and price setting behaviour.

His research has been published in leading international journals and he is a regular speaker at international finance conferences.

Dr Frijns is also a Financial Risk Manager certified by the Global Association of Risk Professionals and a Senior Affiliate of the Financial Services Institute of Australasia.

He is a member of the Collaborative Consulting Investment Committee, with a particular focus on governance, analytical support and policy review.

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Mitchel Bristow

Investment Analyst

Mitchell Bristow – Investment Analyst

Mitchell has ten years’ experience in investment management, returning to New Zealand after a number of years working in Hong Kong as a Quantitative Analyst and Risk Manager for funds across a broad range of investment strategies. Mitchell’s professional career has focused on financial modelling and data analysis, with significant experience in tracking, monitoring and reporting on the performance of recommended investments.

In his role at Collaborative Consulting, Mitchell is an integral part of the investment committee, with a range of primary and supporting responsibilities in the areas of investment analysis, performance monitoring, supplementary fund due diligence, asset allocation and research.

Mitchell holds a Bachelor of Science (majoring in Statistics) and a Bachelor of Commerce (majoring in Management Science) from the University of Canterbury.

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Results

Collaborative Consulting likes to be judged by the results we deliver for our clients.
When clients achieve their financial goals, we believe we have succeeded.

SO WHY JOHN?
Because John is

1. GOALS-DRIVEN

We will work with you to determine the outcomes you want. Then we’ll design an investment strategy to reach your goals.

2. IMPARTIAL ADVICE

We take no commissions from financial providers. If we recommend an investment, it’s because it serves your purposes.

3. SECURE YOUR FUTURE

By understanding the way investments work, we can put together a portfolio to create the asset base your lifestyle requires.

4. GROW YOUR WEALTH

Don’t settle for low returns. We use award-winning, market-tested strategies to deliver the long-term performance you need.

OUR CONTACT


  • PO Box 106321, Auckland 1143
  • 0800 225 665 (WITHIN NZ)
  • +64 9 4441963 (International)

NEWSLETTER SIGNUP



A disclosure statement relating to the advisers associated with this website is available on request and free of charge.

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