Our Advisers

John Lewis

John Lewis

Authorised Financial Adviser

Investment Adviser

Phone: 03 470 3053
Mobile: 021 558 445
Email: john@altusfs.co.nz

John Lewis

John grew up on the Taieri and returned after 20 years in Australia for life-style reasons. He thinks Dunedin has great schools, great people, no traffic and heaps of opportunity.

John has spent 25 years in finance and banking-related positions and his areas of expertise at Altus include KiwiSaver and Employee Benefits, Investments, Wealth Management and Retirement Planning.

He has a National Certificate in Financial Services and is an Authorised Financial Adviser.
John enjoys working with people and being a key part of a well-respected and growing Dunedin business that many families come to for financial advice.
He loves golf, fishing, art and being a pretend farmer on his two hectare ranch.

Neil Mcdonald

Neil McDonald

Authorised Financial Adviser
Insurance Adviser 
Phone: 03 470 3051
Mobile: 027 222 1392
Email: neil@altusfs.co.nz

Neil McDonald

Neil is a senior member of the Altus team and a well-known figure in the local business and sporting community. He is an Authorised Financial Adviser and has been working in the Insurance field for 25 years.

While very familiar with all facets of the industry, Neil has chosen to concentrate on helping all Altus clients to have the most appropriate Life, Trauma, Disability, Health, Income Protection and Mortgage Protection insurance for their ever-changing circumstances.

He loves the business structure at Altus where Advisers and staff specialise in their own areas of expertise and actively refer clients to each other to ensure they’re getting the best advice at all times.

His favourite part of the job is meeting up clients to review their current situation, their plans for the future, and to help them find the best solution for their insurance needs.

Neil’s lived all of his life in Dunedin, loving the ease of getting around town and the affordable cost of living. He is an active sports person, finding time most weeks for golf and tennis. Neil keeps closely in touch with his three adult sons and also likes gets to his holiday house in Naseby with his partner Jacqui as often as they can.

 

Altus---Jerry-006-Edit-2 (3) brighten

Jerry Pearse-Smith

Insurance Adviser
Phone: 03 470 3056
Mobile: 027 777 8924
Email: jerry@altusfs.co.nz

Jerry Pearse-Smith

Jerry was born in Balclutha, grew up in the North island, and came back to Otago to complete a Diploma of Physiotherapy in 1980.

He entered the financial services industry in 1986 after joining AMP New Zealand in Tauranga. Following roles with AMP in Auckland and Christchurch, he transferred to Dunedin in 1997 as Area Business Manager and Business Development Manager.

In 2011 and after 25 years of constant travel and time away from home and family, Jerry jumped at the chance to join a local advisory business like Altus Financial Services and he’s been here ever since.

He's passionate about the work that Advisers do and about getting advice when it comes to important matters such as protecting your family, your health and your future.

Jerry is married to Debra and has 3 sons who attended John McGlashan College and Otago University.

Spending time with them, be it at home or on holiday, is their number one focus and source of fun.

Jerry’s other interests include golf, music and enjoying the occasional Central Otago wine (or 2).

 

Our Staff

Jackie Mackle

Reception & Customer Service
Phone: 03 470 3054
Email: jackie@altusfs.co.nz

Linda Smith

Finance & Accounts
Phone: 03 470 3052
Email: linda@altusfs.co.nz

Debbie Kelly

Adviser Support
Phone: 03 470 3055 
Email: debbie@altusfs.co.nz