Dr Richard Renfrew PhD, CFP Certified Financial Planner
Authorised Financial Adviser SP35821

Dr Richard Renfrew, Director, Certified Financial Planner, Investment AdviserFrom a very young age Richard Renfrew has been fascinated by money. From the age of 8 he took over his mother's coin collection and built this up by selectively buying 'limited' edition proof coin issues.

Richard went to Wellington College and then on to Victoria University where he completed a Bachelor of Science degree, Master of Science (Honours) and a PhD in Chemistry. Whilst writing his thesis on reaction kinetics for his Ph.D. in Chemistry, Richard expanded upon his knowledge of money and started to develop his business career by obtaining a job with Mobil Oil New Zealand Limited. Upon obtaining his PhD, Richard went to work for Mobil Oil full time in a range of capacities. He also had an extensive overseas assignment with Mobil Oil at the UK domiciled international research laboratory.

Richard has a keen interest in outdoors having been an active member and committee member of the Wellington Sky Divers Club, Tararua Tramping Club and Scots College parents association. Richard has served as the treasurer of the Wellington branch of the New Zealand Institute of Chemistry.

Richard is always keen to seek out new challenges. After 13 years with Mobil, he retired, financially independent, in order to spend two years as a full time caregiver to his and his wife Alison Renfrew 's two year old son, Ricky. From there, Richard decided that he needed further challenges and joined his wife Alison in her financial planning and investment Advisory business called Creating Wealth Limited in Wellington - rebranded to Lyford Asset Management Ltd in April 2005. Through Richard's efforts the company has a high emphasis on using the latest computer hardware and software as well as the use of electronic transfer of data. Richard has completed a Diploma in Personal Financial planning.

Richard is one of the most highly qualified investment advisers in New Zealand. His analytical skills, discipline, ability to think clearly and rationalise brings a superior level of skills to LYFORDS and to its client base than what many other financial planners in New Zealand can provide.

Richard has the ability to make what may appear at first to be complex ideas easily understood.

Richard Renfrew is a member of the Institute of Financial Advisers (IFA) and has served on the Wellington Branch committee.

Academic Achievements:

Bachelor of Science (Victoria University)
Master of Science (Honours), (Victoria University)
Doctor of Philosophy (Victoria University)
Diploma in Business Studies (Victoria University)
Diploma in Personal Financial Planning (Waikato University, three year course)
Certified Financial Planner CFP - Certified Financial Planner

CFP - Certified Financial Planner Global mark of excellence in financial planning.  Certified Financial Planner are marks of the Certified Financial Board of Standards Inc (CFP Board) and are issued by the Institute of Financial Advisers under license.  The CFP Board is an independent professional self regulatory body acting to benefit and protect the public in its dealings with persons engaged in providing financial advice by establishing educational, ethical and disciplinary standards, developing and administering examinations within the field of financial planning and authorising individuals who meet its criteria to use the CFP Board's Marks. 

Authorised Financial Adviser:
Alison is an 'Authorised Financial Adviser', registration number 35961 and must comply with the Code for Authorised Financial Advisers and obligations under the Financial Markets Act 2008 (including regulations made under the act) and under general law. Under the Financial Advisers (Disclosure) Regulation 2010 a disclosure statement is available on request and free of charge.

Why choose a certified financial planner?

Awards: Director of Lyford Asset Management Ltd, finalists for financialalert Advisory Practice of the Year Award in 2005

Email:  Click here to email us
Phone:
0064 4 471 0662

LYFORD Asset Management Limited
Level 3, 79 Boulcott Street, PO Box 11-249, Wellington
Phone: 0064 4 471 0664  Fax: 0064 4 471 0615
 Web: www.LYFORDS.co.nz  email: 
Click here to email us

Disclosure Statement