Our team

Ian Walden

Ian Walden, CFP CM

Managing Director

Authorised Financial Adviser (AFA), Certified Financial Planner (CFP CM )
Diploma Business Studies, endorsed in Personal Financial Planning (Massey)

Ian worked for 15 years as a successful foreign exchange trader, mostly operating at that time from Wellington. Then basing himself in South Canterbury, his career in financial planning began in 2000. Subsequently Ian moved to Christchurch in 2006 to join Sentry Financial, with the intention of acquiring that business from its founder.

Money markets can be stressful and exciting but entirely unsatisfying if you actually care to make a difference in peoples’ lives. Ian’s strong analytical mind and personable demeanour was purpose-built to be a personal financial planner. He’s strong on values and keeping it simple, despite his background in the more complex world of trading.

Unsurprisingly a love of finance runs in the family, as Ian’s wife is a Chartered Accountant. When he’s not working on building and maintaining his clients’ portfolios, you’ll find the both of them trying to keep up with their six children and unsurprisingly, a growing number of grandchildren. A lover of fine wine and art, Ian and Michelle enjoy travelling and exploring this beautiful and fascinating world in which we live.

Tony Munro

Tony Munro, CFP CM

Managing Director

Authorised Financial Adviser (AFA), Certified Financial Planner (CFP CM )
PGDip Business Studies, specialising in Personal Financial Planning (Waikato)

Originally from Invercargill, Tony’s career in finance began back in 1985 working for General Finance Ltd and then Westpac Financial Services in Wellington - predominantly in administrative or corporate custodial roles. In 1991 he became an Investment Consultant for Westpac at their Hamilton-based Investment Centre, and later he joined the Medical Assurance Society (MAS) as a Personal Financial Planner for their Central North Island clients in 1993.

In 1995, Tony was promoted within the Society and charged with delivering independent financial planning services to its (referred) South Island members. MAS would later endorse Tony’s move into private practice and in 2003, based in Christchurch, Tony would continue to act for medical related professionals across New Zealand - with a focus on building bespoke investment strategies that are tailored to the individuals for whom he works.

Tony enjoys building on his specialist knowledge through various professional development programmes in New Zealand and overseas. When he’s not following financial markets or helping clients roadmap their financial journey, you’ll find him with his wife Leeanne and their three daughters – perhaps pottering at the family’s bach in Hanmer or helping out at local community clubs, in governance or coaching roles (principally tennis these days).

Patrick Clemenger

Patrick Clemenger , CFP CM

Financial Adviser

Authorised Financial Adviser (AFA), Certified Financial Planner (CFP CM )

Diploma Business Studies, endorsed in Personal Financial Planning (Massey)

Bachelor of Business Studies, Finance (Massey)

Patrick became a Financial Adviser in 2014, whilst working for Andrew Webster Ltd and he would go on to buy that business in 2018. Prior to specialising as a Financial Adviser, Patrick worked as a Business Adviser and Financial Analyst for the Inland Revenue Department, where he was responsible for assessing and reporting on the finance, budgeting and KPI measures for the Community Compliance division.

In early 2019 he joined Sentry Financial in their Fitzgerald Ave premises.

Patrick is passionate about delivering impartial advice, to attain the investment outcomes that will achieve his client’s financial objectives. When he isn’t helping to build and maintain his clients’ portfolios, he’s active in our profession as a committee member of the local Financial Advice New Zealand branch (FANZ), an advocacy organisation championing quality financial advice for New Zealanders.

With his interest and love of music, Patrick finds any spare moment to practice and perform with his band in local venues. But the most important time is always spent with his wife Karen and their three children.

Fortitude Financial Investment Advisers

Judith Ackroyd

Client Services Manager

Judith has been in financial services for over 22 years. She joined Sentry Financial in 2016, and having worked in administration and accounting roles across insurance and investment industries, she brings a great understanding of our profession and unique appreciation for what our clients want.

A real people person, Judith enjoys catching up with clients whenever they’re in the office. As the assistant to our Managing Directors, she’s able to help out across a number of practice-related areas of responsibility. When she isn’t helping our clients, you’ll likely find her enjoying a walk with her chocolate lab, Milo.

Fortitude Financial Investment Advisers

Melanie McGrath

Senior Administrator

Mel has worked in financial services for 35 years. She has experience in many areas; from overseeing local trust accounts, through to managing and co-ordinating the offices of law and accountancy firms. Prior to joining Munro Financial in 2012, she worked in banking as an Insurance Specialist, Claims and Policy Co-ordinator.

In Mel’s current role, she’s responsible for day-to-day administration and the upkeep of client portfolios, attending to buy/sell orders and monitoring cash management accounts. She loves helping clients and assisting our Managing Directors. When she’s not in the office, you’ll find her gardening, baking and taking care of her family.

Fortitude Financial Investment Advisers

Hannah Harris

Para Planner/ Administrator

Hannah started with the National Bank/ANZ in 2006. Like so many, her time in the bank started as a teller. Her rapport with people and ability with numbers was quickly recognised and after a number of consultancy roles, she rose to become a Business Banking Manager for ANZ. She joined Munro Financial in 2013.

Hannah gets on with people from all walks of life. She’s enjoyed working closely with our Managing Directors, contributing to the design and monitoring of our client portfolios, growing her experience as her study to become an Authorised Financial Adviser concludes. She enjoys the complexity of financial markets and in particular, being of service to our clients. Somehow, she balances a busy life at home with her husband and two young children.

Fortitude Financial Investment Advisers

Katrina James

Senior Administrator

Prior to joining Sentry Financial in 2011, Katrina was a team leader at a contact centre where the key attributes required an accuracy with numbers and an interest in people. Since joining our team, Katrina’s focused on being an expert across the various platforms that the practice engages, meaning she is able to step across a variety of administration roles as work flow demands.

Katrina's discipline at work carries through to her love of competitive Powerlifting. Outside of training in this sport, Katrina enjoys relaxing with her husband Matt and has a keen interest in cars and travel, when time permits.

Fortitude Financial Investment Advisers

Kathryn Farmer

Receptionist

Kathryn has been with Sentry Financial since 2018 and as their receptionist has been the first to greet clients on their arrival, both on the telephone or in person. She’s looking forward to meeting a much wider group of people, as the practices of Munro, Sentry and Webster come together.

Outside of work, Kathryn’s another of our team known for her baking prowess (more in the winter months). In summer she can be found training or playing hockey on fields in Leeston. Kathryn enjoys the great outdoors and in particular, lifestyle block living.

Let's talk about your life and financial aspirations. Get in touch