Welcome to Fund Managers Otago Limited

 

Fund Managers Otago Limited as a managed investment scheme manager does not offer investment advice. For investment advice we recommend that you make contact with a qualified registered investment advisor. Fund Managers Otago Limited is licensed under the Financial Markets Conduct Act 2013 [FSP30687] as the managed investment scheme manager of the NZ Mortgage Income Trust (No. 2 Fund) Group Investment Fund which is a Managed Investment Scheme (MIS) under the Financial Markets Conduct Act 2013.

View licence here. To view our schemes on the NZ Companies Office website – the Disclose Register.

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John Francis Gallaher
BCom, Member NZSE, ACA, ANZIM

John Gallaher has been an independent director on Fund Managers Otago Limited since 2001 and was appointed as Chairman in 2019. John brings valuable expertise in the area of funds management and commerce in general. John is a principal of Forsyth Barr Limited, a New Zealand-wide investment management and sharebroking organisation. He specialises in funds and investment management. John is Chartered Fellow of the institute of Directors and holds a number of directorships throughout New Zealand and as a director of national and local community organisations.

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David Joseph Ehlers
BCom, LLB

David Ehlers has been a director of Fund Managers Otago Limited since 1997. David is qualified as a lawyer and has a BCom in accounting. He has been a partner of Dunedin law firm Webb Farry since 1984 practising in the commercial/corporate and conveyancing areas. His work involves wide ranging commercial advice relating to taxation matters, joint ventures, commercial property transactions, business acquisitions and the establishment of companies, as well as advice on company constitutions and the rights and powers of directors and shareholders.
David has a general expertise in Companies Act matters including share issues, share sales, company amalgamations and other corporate restructurings. He is involved in property transactions including all conveyancing matters and advises on trust law and trust structures.
David is a member of the New Zealand Law Society (Property Law Section). He is also a qualified Alternative Dispute Resolution mediator.

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Kevin John Whitley
BBS

Kevin joined the Fund Managers Otago Limited board in 2019. Kevin is an experienced director who will bring valuable skills to the Fund Managers Otago Limited Board as a BBS majoring in Accounting and Finance, Qualified Chartered Accountant and an accredited Insolvency practitioner with 40+ years including a period with Coopers & Lybrand. Kevin lectured for 5 years at Tairawhiti Polytechnic in Economics, Marketing, Business Psychology and Accounting for NZIM & NZICA examinations. He has extensive experience in property development, receiverships, liquidations, capital raising, private and public equity and debt raising. Kevin is a shareholder in Fund Managers Otago Limited through the FMH Holdings Trust.

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Peter James Hutchison

Peter has been with Fund Managers Otago Limited since inception in 1994. Peter has over 40+ years’ experience at a senior level within the banking and financial services sector. He is an experienced director and is a Chartered Member of the Institute of Directors and a Fellow of the NZ Institute of Management. Peter has been and continues to be involved in charitable and community organisations and has been the National President of the Cancer Society of New Zealand Incorporated for the past 4+ years.

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Ann Burton

Ann has worked for Fund Managers Otago Limited since 2007. Ann manages the administration and new lending functions for the mortgage portfolios for the three Managed Investment Schemes that the company manages. She came from the banking and finance sector and brings a wealth of experience to this exacting role.

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Lynnette Scott
BA (Hons)

Lynnette has a BA (Hons) from Otago University majoring in Economics and is a CFA charter holder. Lynnette has more than 20 years’ experience working in the finance industry in various roles in investment, research and treasury. Lynnette joined Fund Managers Otago Limited in 2019 as Office Manager and is responsible for the accounting and finance role. Lynnette came to the company from Dunedin City Treasury and brings a wealth of experience to the role of Office Manager.

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Ruth Schmelz

Ruth Schmelz first joined Fund Managers Holdings Limited back in 2002 and in 2009 Ruth transferred across to Fund Managers Otago Limited. Ruth looks after all of the investors in the three Managed Investment Schemes managed by Fund Managers Otago Limited. This is an important role and ably handled by Ruth whose friendly style and attention to detail is valued by our investors.