Phone: +64 21 443314
Email: phil.ison@swmgroup.co.nz

As a Wealth Manager with more than 17 years of experience in the industry, Phil has worked both in the back office and client facing during some of the most turbulent times for financial markets.

Phil is an executive member of the Estate and Tax Planning Council of New Zealand, a member of the Society of Independent Financial Advisers NZ and a founding member of the Pathfinder Advisers Group. 

When he's not working to make client's lives easier, you can find him playing with his 3 children, out running, playing touch or coaching.

Phone: +64 21 0250 8844
Email: max.gillard@swmgroup.co.nz

Max joined SWM Group in 2016 in an adviser support role. His responsibilities quickly expanded from mainly administrative tasks. He now is involved in portfolio analysis, client services and the advice process. He was appointed to the investment committee shortly after joining SWM Group.

With a Bachelor of Science degree from the University of Auckland, Max’s background in statistics and mathematics made him a perfect match for our evidence-based investment philosophy.

Out of the office, Max enjoys playing guitar, chess and spending time at his local.