Chief Operating and Compliance Officer
Anna has over 20 years work experience in both New Zealand and Malaysia and most recently was Head of Risk and Compliance at NZX Funds Management.
She is a graduate from the University of Western Australia and is New Zealand Chartered Accountant and Australian CPA qualified.
Anna’s areas of expertise include Risk and Compliance, Culture and Conduct and Financial Reporting.
She has 9 years of funds management experience and is a member of Chartered Accountants Australia and New Zealand.
James joined Castle Point in 2017 to provide operational and business support with a particular focus on stakeholder reporting, client onboarding and database management.
James has just finished his coursework for a Master’s of Commerce in Finance at the University of Auckland and has a Bachelor’s of Applied Economics (minor in finance) from Massey University. He achieved his Bachelor’s degree in the top five percent of Massey University’s Business School graduates whilst studying extramurally (self-taught) and racing as a professional cyclist in Europe.