Our Story
Our Story
Being a financial adviser has always been challenging, but in early 2021, new regulation and licensing changes introduced extra cost and risk into the equation. Many advisers began to worry about whether they were adequately equipped to deal with the changes and how they could ensure that they were operating in a compliant manner.
What advisers needed was a straightforward solution to help them run stronger, more compliant advice businesses. However, the partnership advisers had with their aggregator, a relationship that could provide them with support through these kinds of challenges, has traditionally not offered meaningful value, leaving advisers unhappy but unsure whether anything better was out there.
Chuck Slogrove and Ben Krebs, business partners who had already worked together in the advice and financial technology industries, decided that they needed to step up and provide what the industry needed. With a combined ten years of industry experience, including the development and running of Trail, a software CRM and workflow solution popular with financial advisers, they knew that they were well-positioned to offer advisers a dynamic approach to aggregation and compliance.
In 2020, the Kiwi Adviser Network was born, offered as a next generation solution to help empower advisers to grow their business. KAN’s vision is to elevate the standard of advice in New Zealand to become the gold standard for adviser support services. KAN is passionate about creating mutual partnerships with advisers that provide real value and support.
Why choose KAN?
Why choose KAN?
The Kiwi Adviser Network is not another faceless company. We’re invested in your business, and want to see you succeed. We’d love to have a chat with you about how KAN could make a difference in your business.
The Kiwi Adviser Network is not another faceless company. We’re invested in your business, and want to see you succeed. We’d love to have a chat with you about how KAN could make a difference in your business.
New Zealand Team
Sarah Johnston
General Manager
Sarah has been working in the broker space since 2000 where she helped to establish the Westpac Broker Channel before moving in 2004 into helping financial advisers to grow their business. Of late she has been in senior management of managing and leading aggregation groups. Sarah is responsible for the implementation of the direction of the business.
Sarah Johnston
General Manager
Sarah has been working in the broker space since 2000 where she helped to establish the Westpac Broker Channel before moving in 2004 into helping financial advisers to grow their business. Of late she has been in senior management of managing and leading aggregation groups. Sarah is responsible for the implementation of the direction of the business.
Sarah Johnston
General Manager
Sarah has been working in the broker space since 2000 where she helped to establish the Westpac Broker Channel before moving in 2004 into helping financial advisers to grow their business. Of late she has been in senior management of managing and leading aggregation groups. Sarah is responsible for the implementation of the direction of the business.
Warwick Slow
National Sales Manager
Warwick assesses whether KAN is the right fit for prospective users. He looks to understand the intricacies of each individual business and show them the value KAN can bring. He is also in charge of organising office birthday parties.
Warwick Slow
National Sales Manager
Warwick assesses whether KAN is the right fit for prospective users. He looks to understand the intricacies of each individual business and show them the value KAN can bring. He is also in charge of organising office birthday parties.
Warwick Slow
National Sales Manager
Warwick assesses whether KAN is the right fit for prospective users. He looks to understand the intricacies of each individual business and show them the value KAN can bring. He is also in charge of organising office birthday parties.
Dilip Patel
Business Development Manager
Dilip is responsible for supporting our existing business with their day to day enquires, assisting them to establish their compliance framework and then working with them throughout the year to implement and embed the required systems and processes into their business. Outside of work, Dilip enjoys spending quality time with family and friends, getting out on the water for a spot of fishing, and exploring new places in their caravan, embracing every opportunity to enjoy the outdoors.
Dilip Patel
Business Development Manager
Dilip is responsible for supporting our existing business with their day to day enquires, assisting them to establish their compliance framework and then working with them throughout the year to implement and embed the required systems and processes into their business. Outside of work, Dilip enjoys spending quality time with family and friends, getting out on the water for a spot of fishing, and exploring new places in their caravan, embracing every opportunity to enjoy the outdoors.
Dilip Patel
Business Development Manager
Dilip is responsible for supporting our existing business with their day to day enquires, assisting them to establish their compliance framework and then working with them throughout the year to implement and embed the required systems and processes into their business. Outside of work, Dilip enjoys spending quality time with family and friends, getting out on the water for a spot of fishing, and exploring new places in their caravan, embracing every opportunity to enjoy the outdoors.
Estée Badenhorst
Compliance Engagement Manager
Estée, with a strong background in the Banking and Financial services industry, plays a crucial role in our business, ensuring seamless day-to-day operations by assisting in the establishment of compliance frameworks and implementing essential systems and processes. In her spare time, she loves being creative, enjoying good food and lounging at the beach with her family and friends.
Estée Badenhorst
Compliance Engagement Manager
Estée, with a strong background in the Banking and Financial services industry, plays a crucial role in our business, ensuring seamless day-to-day operations by assisting in the establishment of compliance frameworks and implementing essential systems and processes. In her spare time, she loves being creative, enjoying good food and lounging at the beach with her family and friends.
Estée Badenhorst
Compliance Engagement Manager
Estée, with a strong background in the Banking and Financial services industry, plays a crucial role in our business, ensuring seamless day-to-day operations by assisting in the establishment of compliance frameworks and implementing essential systems and processes. In her spare time, she loves being creative, enjoying good food and lounging at the beach with her family and friends.
Madison Wei
Operations Manager
Madison is in charge of lender accreditations, commission management, and general queries. She has a background in HR, accounting, account management and demonstrating IT software. Madison is also responsible for the well-being of all the office plants.
Madison Wei
Operations Manager
Madison is in charge of lender accreditations, commission management, and general queries. She has a background in HR, accounting, account management and demonstrating IT software. Madison is also responsible for the well-being of all the office plants.
Madison Wei
Operations Manager
Madison is in charge of lender accreditations, commission management, and general queries. She has a background in HR, accounting, account management and demonstrating IT software. Madison is also responsible for the well-being of all the office plants.
Logan Solecki
Client Support Team Lead
Logan's role is to support clients with their end-to-end use of Trail. He has a background in onboarding and supporting businesses in a range of CRM and SaaS software. In his free time he enjoys playing football and spending time with friends.
Logan Solecki
Client Support Team Lead
Logan's role is to support clients with their end-to-end use of Trail. He has a background in onboarding and supporting businesses in a range of CRM and SaaS software. In his free time he enjoys playing football and spending time with friends.
Logan Solecki
Client Support Team Lead
Logan's role is to support clients with their end-to-end use of Trail. He has a background in onboarding and supporting businesses in a range of CRM and SaaS software. In his free time he enjoys playing football and spending time with friends.
Jessica Benns
Business Development Support & Onboarding Coordinator
Jess supports the Business Development Manager (BDM) in onboarding, handling logistics and paperwork. She's also the main liaison between new advisers and our internal teams. Outside of work, Jess likes looking after her pets, especially fish and Axolotls, going to concerts, and the color green.
Jessica Benns
Business Development Support & Onboarding Coordinator
Jess supports the Business Development Manager (BDM) in onboarding, handling logistics and paperwork. She's also the main liaison between new advisers and our internal teams. Outside of work, Jess likes looking after her pets, especially fish and Axolotls, going to concerts, and the color green.
Jessica Benns
Business Development Support & Onboarding Coordinator
Jess supports the Business Development Manager (BDM) in onboarding, handling logistics and paperwork. She's also the main liaison between new advisers and our internal teams. Outside of work, Jess likes looking after her pets, especially fish and Axolotls, going to concerts, and the color green.
Toni Way
Event Coordinator
Toni is responsible for all our Business Partner Relationships and Events. She is a natural organiser and has a background in design and small business. Toni is a mum to three and loves spending her time with the family doing anything outdoors.
Toni Way
Event Coordinator
Toni is responsible for all our Business Partner Relationships and Events. She is a natural organiser and has a background in design and small business. Toni is a mum to three and loves spending her time with the family doing anything outdoors.
Toni Way
Event Coordinator
Toni is responsible for all our Business Partner Relationships and Events. She is a natural organiser and has a background in design and small business. Toni is a mum to three and loves spending her time with the family doing anything outdoors.
The Philippines Team
Karl Luey Adaya 🇵🇭
Finance Manager
Karl is an experienced accountant based in the Philippines with a global portfolio, having worked remotely with clients in the UK, US, Canada, Switzerland, and Romania. He manages the entire accounting process for Trail and KAN, ensuring accurate financial operations and tax filings with New Zealand’s IRD. A passionate traveler, Karl dreams of exploring the world and believes that his international experience in finance mirrors his love for seeing new places and cultures.
Karl Luey Adaya 🇵🇭
Finance Manager
Karl is an experienced accountant based in the Philippines with a global portfolio, having worked remotely with clients in the UK, US, Canada, Switzerland, and Romania. He manages the entire accounting process for Trail and KAN, ensuring accurate financial operations and tax filings with New Zealand’s IRD. A passionate traveler, Karl dreams of exploring the world and believes that his international experience in finance mirrors his love for seeing new places and cultures.
Karl Luey Adaya 🇵🇭
Finance Manager
Karl is an experienced accountant based in the Philippines with a global portfolio, having worked remotely with clients in the UK, US, Canada, Switzerland, and Romania. He manages the entire accounting process for Trail and KAN, ensuring accurate financial operations and tax filings with New Zealand’s IRD. A passionate traveler, Karl dreams of exploring the world and believes that his international experience in finance mirrors his love for seeing new places and cultures.
Justin Roxas 🇵🇭
Commission Support
Justin is responsible for all commission processing-related concerns. He ensures that all commission calculations are accurate and compliant. He is also in charge of receiving all commission queries, making sure they are acknowledged and resolved. In his free time, Justin enjoys eating while playing his favorite video games.
Justin Roxas 🇵🇭
Commission Support
Justin is responsible for all commission processing-related concerns. He ensures that all commission calculations are accurate and compliant. He is also in charge of receiving all commission queries, making sure they are acknowledged and resolved. In his free time, Justin enjoys eating while playing his favorite video games.
Justin Roxas 🇵🇭
Commission Support
Justin is responsible for all commission processing-related concerns. He ensures that all commission calculations are accurate and compliant. He is also in charge of receiving all commission queries, making sure they are acknowledged and resolved. In his free time, Justin enjoys eating while playing his favorite video games.
Jill Panlilio 🇵🇭
Risk & Compliance Consultant
Jill is responsible for ensuring that financial advisers adhere to FMA regulations and act in the best interests of their clients. She is an accounting graduate and holds a master's degree in Business Administration. Outside of work, she loves spending time with her family and dogs, traveling, and enjoying good food.
Jill Panlilio 🇵🇭
Risk & Compliance Consultant
Jill is responsible for ensuring that financial advisers adhere to FMA regulations and act in the best interests of their clients. She is an accounting graduate and holds a master's degree in Business Administration. Outside of work, she loves spending time with her family and dogs, traveling, and enjoying good food.
Jill Panlilio 🇵🇭
Risk & Compliance Consultant
Jill is responsible for ensuring that financial advisers adhere to FMA regulations and act in the best interests of their clients. She is an accounting graduate and holds a master's degree in Business Administration. Outside of work, she loves spending time with her family and dogs, traveling, and enjoying good food.
Ruzzle Gaon 🇵🇭
Risk & Compliance Consultant
Ruzzle has a wealth of experience in credit and loan processing, as well as underwriting, in both retail and wholesale sectors. He is currently a member of our Compliance Team, reporting to Estée Badenhorst. In his free time, he enjoys playing badminton, having participated in entry-level competitions in his youth primarily to collect tournament shirts. Additionally, he is a boxing enthusiast and admires Manny Pacquiao.
Ruzzle Gaon 🇵🇭
Risk & Compliance Consultant
Ruzzle has a wealth of experience in credit and loan processing, as well as underwriting, in both retail and wholesale sectors. He is currently a member of our Compliance Team, reporting to Estée Badenhorst. In his free time, he enjoys playing badminton, having participated in entry-level competitions in his youth primarily to collect tournament shirts. Additionally, he is a boxing enthusiast and admires Manny Pacquiao.
Ruzzle Gaon 🇵🇭
Risk & Compliance Consultant
Ruzzle has a wealth of experience in credit and loan processing, as well as underwriting, in both retail and wholesale sectors. He is currently a member of our Compliance Team, reporting to Estée Badenhorst. In his free time, he enjoys playing badminton, having participated in entry-level competitions in his youth primarily to collect tournament shirts. Additionally, he is a boxing enthusiast and admires Manny Pacquiao.
LJ De Luna 🇵🇭
Accreditation Support
LJ is part of our onboarding team who is responsible for checking all requirements to ensure that all our FAP's and FA's meet the necessary requirements before they are onboarded with KAN. LJ is also working on updating all the date records on all of our FAP and Financial Advisers. LJ enjoys spending her free time with her family.
LJ De Luna 🇵🇭
Accreditation Support
LJ is part of our onboarding team who is responsible for checking all requirements to ensure that all our FAP's and FA's meet the necessary requirements before they are onboarded with KAN. LJ is also working on updating all the date records on all of our FAP and Financial Advisers. LJ enjoys spending her free time with her family.
LJ De Luna 🇵🇭
Accreditation Support
LJ is part of our onboarding team who is responsible for checking all requirements to ensure that all our FAP's and FA's meet the necessary requirements before they are onboarded with KAN. LJ is also working on updating all the date records on all of our FAP and Financial Advisers. LJ enjoys spending her free time with her family.
Leah Aboniawan 🇵🇭
Client Support
Leah joined Trail in Sept 2024. She is responsible for helping the support team and provide assistance to any software questions, suggestions or bugs. In her free time she enjoys volunteering to feed, foster and rehome stray cats. She currently has 5 rescue cats and 2 dogs that she loves dearly.
Leah Aboniawan 🇵🇭
Client Support
Leah joined Trail in Sept 2024. She is responsible for helping the support team and provide assistance to any software questions, suggestions or bugs. In her free time she enjoys volunteering to feed, foster and rehome stray cats. She currently has 5 rescue cats and 2 dogs that she loves dearly.
Leah Aboniawan 🇵🇭
Client Support
Leah joined Trail in Sept 2024. She is responsible for helping the support team and provide assistance to any software questions, suggestions or bugs. In her free time she enjoys volunteering to feed, foster and rehome stray cats. She currently has 5 rescue cats and 2 dogs that she loves dearly.
Dulce Godoye 🇵🇭
Client Support
Dulce joined Trail in December 2024. She loves solving problems to provide amazing experiences for clients. When she's not helping with tech issues or doing support, she's out enjoying yummy food or traveling to new places. She also loves spending time with Rambo, her adorable French Bulldog. Dulce dreams big, always gives her best in everything and is always ready for new adventures!
Dulce Godoye 🇵🇭
Client Support
Dulce joined Trail in December 2024. She loves solving problems to provide amazing experiences for clients. When she's not helping with tech issues or doing support, she's out enjoying yummy food or traveling to new places. She also loves spending time with Rambo, her adorable French Bulldog. Dulce dreams big, always gives her best in everything and is always ready for new adventures!
Dulce Godoye 🇵🇭
Client Support
Dulce joined Trail in December 2024. She loves solving problems to provide amazing experiences for clients. When she's not helping with tech issues or doing support, she's out enjoying yummy food or traveling to new places. She also loves spending time with Rambo, her adorable French Bulldog. Dulce dreams big, always gives her best in everything and is always ready for new adventures!
Jancis Melosantos 🇵🇭
Accounts Payable & Receivable
Jancis is a passionate, detail-oriented, and highly organized finance professional, responsible for managing both accounts payable and receivable operations. Outside of work, she nurtures a deep love for crafts and cherishes time spent with her eight beloved dogs, finding joy and balance in their companionship. This unique blend of analytical excellence, creative expression, and meaningful personal connection reflects her holistic approach to life and work—driven by commitment, focus, and genuine passion.
Jancis Melosantos 🇵🇭
Accounts Payable & Receivable
Jancis is a passionate, detail-oriented, and highly organized finance professional, responsible for managing both accounts payable and receivable operations. Outside of work, she nurtures a deep love for crafts and cherishes time spent with her eight beloved dogs, finding joy and balance in their companionship. This unique blend of analytical excellence, creative expression, and meaningful personal connection reflects her holistic approach to life and work—driven by commitment, focus, and genuine passion.
Jancis Melosantos 🇵🇭
Accounts Payable & Receivable
Jancis is a passionate, detail-oriented, and highly organized finance professional, responsible for managing both accounts payable and receivable operations. Outside of work, she nurtures a deep love for crafts and cherishes time spent with her eight beloved dogs, finding joy and balance in their companionship. This unique blend of analytical excellence, creative expression, and meaningful personal connection reflects her holistic approach to life and work—driven by commitment, focus, and genuine passion.