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.
Do you want a more meaningful relationship with your aggregator, and have peace of mind when it comes to meeting your compliance regulations?
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.
Chuck Slogrove
Chief Executive Officer
Chuck Slogrove understands financial advisers, having previously successfully exited from his own financial advice business. He is a graduate in Finance from the University of Auckland. He is responsible for the direction of the business.
Ben Krebs
Chief Technology Officer
Ben is in charge of KAN’s product and systems. He is responsible for ensuring the technology used by KAN advisers is secure, robust, and reliable. He has experience working at a Microsoft Partner company, and has an engineering degree from The University of Auckland.
Stephanie Smith
Compliance Manager
Stephanie leads our Compliance team with extensive experience as a Financial Adviser in the overly regulated Australian market and having studied Law. She loves helping our advisers meet all their requirements & answering all of those complex questions. In her spare time she adores chasing after her kids & watching her beloved South Sydney Rabbitoh's.
compliance@kiwiadvisernetwork.co.nz
Sarah Craft
Compliance Officer
Sarah is a member of the KAN Compliance team as their Compliance Officer. She has extensive experience in the Financial services industry of over 15+ years. When she isn't working she is found in either the cheerleading gym or on the football field watching her children enjoy doing what they love. She is super loud but a ball of fun!
compliance@kiwiadvisernetwork.co.nz
Archana Prasad
Quality Assurance Specialist
Archana is a member of KAN Compliance team. She has extensive experience in the Banking and Financial services industry. A graduate from the University of Auckland, Archana completed Bachelors of Business with Majors in Finance and Management. She enjoys spending time with her two dogs and loves going on trekking adventures.
compliance@kiwiadvisernetwork.co.nz
Marta Bullock
Quality Assurance Specialist
Marta is part of our Compliance Team who works to support our advisers. She has a background in the Insurance sector and a Masters degree in International Relations. She likes to spend her free time with her family, reading, making crafts or go for a run.
compliance@kiwiadvisernetwork.co.nz
Nick Reed
Head of Operations
Nick guides the operational teams in Trail and KAN. He executes on new strategies and refines our existing ways of working, applying his background in technology and engineering degree. Nick enjoys playing tennis and has a black belt in Taekwon-do.
nick@kiwiadvisernetwork.co.nz
Warwick Slow
Business Development 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@kiwiadvisernetwork.co.nz
Jade Perkins
Business Development Manager
Jade assists with assessing if KAN is the right fit for potential users. She looks to understand each individual businesses and explore the value KAN can bring for them. She is also responsible for helping organise our team events
jade@kiwiadvisernetwork.co.nz
Vienna Sirvid
Business Development Manager
Vienna is here to help you assess whether KAN is the right fit for your business. She'll give you a rundown on what KAN has to offer and discuss with you how it can support your daily workflow and overall business growth. In Vienna's second week here, she decided that "advisers are the nicest and coolest people ever," and she still stands by this. Vienna also enjoys Yum Cha and going to museums.
vienna@kiwiadvisernetwork.co.nz
Farran Jonker
Client Success Manager
Farran is in charge of onboarding and training new clients. His background in technology allows him to provide exceptional service and understand user needs. He is also in charge of keeping the office caffeinated with top-notch coffee.
Farran@kiwiadvisernetwork.co.nz
Marilyn Oldham
Customer Support Manager
Marilyn is here leading our fast paced team delivering excellence in systems and process support for our advisers! She has extensive experience in both the Mortgage and Insurance worlds, in addition to tech management. Marilyn's favourite things are Christmas and Travel.
support@kiwiadvisernetwork.co.nz
Sol Aguayo
Onboarding Administrator
Sol ensures the onboarding process for new KAN advisers is seamless. She is the key point of contact for our lending partners, acting on behalf of advisers joining KAN. Sol is a CrossFit, cats and plants lover.
admin@kiwiadvisernetwork.co.nz
Pooja Shetty
Onboarding Specialist
Pooja is in charge of assessing and conducting various checks to ensure that our prospects meet the necessary credentials before they are onboarded on to KAN's network. Armed with a background in the financial services industry helps her understand the needs and provide tailored customer service to the directors and advisers. Pooja loves painting, yoga, baking and being out in the nature.
onboarding@kiwiadvisernetwork.co.nz
Robyn Russell
Office Coordinator
Robyn is passionate about Business Operations & Administration. She is responsible for supporting the KAN team by ensuring everything is running smoothly in our busy office environment. Robyn is a Registered Yoga Instructor and loves a good adventure, especially exploring new countries or the beautiful NZ outdoors!
robyn@kiwiadvisernetwork.co.nz
Wesley Knighton
Community Manager
Wesley is here to add as much value as possible to the independent adviser market in New Zealand through fun, engaging and educational content. He has spent 3 years studying in the USA.
wesley@kiwiadvisernetwork.co.nz
Phoebe Rolfe
Business Improvement Associate
Phoebe is in charge of improving the business' systems and processes to make sure everything is working effectively. She has a background in international business and marketing. In her free time she enjoys creating digital art.
phoebe@kiwiadvisernetwork.co.nz
Hannah Kalma
KAN Adviser Support
Hannah helps keep everything running smoothly for our operations team and advisers by staying on top of all the day-to-day administration and general inquiries from our clients. Hannah loves penguins, puzzles, photography, and potatoes.
admin@kiwiadvisernetwork.co.nz