Jonathan Beale

Managing Director - Partnerships

Jonathan has over 25 years of financial services experience in leading sales teams, with a specialist knowledge on advice and customer experience. He has held leadership roles across a number of high performing businesses in New Zealand and the UK.

In New Zealand, Jonathan has held roles with AMP, Westpac and ASB. At ASB he led the Wealth & Insurance business and was accountable for the advice, service and distribution of multiple product lines including the ASB KiwiSaver Scheme. Jonathan has been instrumental in many transformation projects and regulatory change programmes focused on providing wonderful customer experiences.