Jonathan Eriksen, FIA, FIAA, FNZSA

Managing Director and Actuary

Jonathan qualified as an actuary in 1975 and has over 40 years' experience in actuarial and superannuation consulting. Jonathan founded EriksensGlobal in 1995. He advises clients on a number of investment matters including governance, transfers to master trusts, preparing SIPOs, asset allocation, platform selection, investment manager selection and performance monitoring.

Pieter Knox, FIA, FNZSA

Actuary and Investment Analyst

Pieter has over 19 years’ experience in the financial services sector and a Masters in Engineering. He brings to the team his expertise in data science, derivatives trading, investment product structuring, risk management and complex quantitative modelling.  Asset classes covered include fixed income, inflation, credit, asset backed securities, commodities and equities. Pieter has held several senior management positions and has been instrumental in starting several new business ventures.

Andy Mahony, CFA 

Senior Investment Analyst

Andy joined Eriksens in 2015 and is primarily responsible for investment research, performance analysis and investment consulting to clients in New Zealand and the Pacific Islands. Andy holds a Bachelor of Commerce and Bachelor of Arts in Finance and Economics from the University of Auckland and is a CFA Charterholder.

 

Sue Conroy

Office Manager

Sue joined Eriksens in 2012 and is responsible for accounts management, human resources and client relations. Sue has over 30 years' experience in customer service roles within the insurance, finance and manufacturing industries.

Rosanna Ede

Actuarial Analyst

Rosanna has been with Eriksens since 2012 and is primarily responsible for employee benefits, life and general insurance valuations and superannuation valuations. She also carries out data modelling and has experience in investment analysis and manager research. Rosanna holds a Bachelor of Applied Economics from Massey University and is a member of the Actuaries Institute of Australia and the New Zealand Society of Actuaries.

Graham osborn, FIA, FIAA

Actuary

Graham has over 30 years' experience as an actuary, both at senior management level and as a consultant. He has extensive experience in advising on pensions, superannuation employee benefits, life insurance and general insurance.

 

Andrew Frankling, CFA, CIMA

Investment Consultant

Andrew joined Eriksens in 2016 and is based in our Sydney office. He has spent a number of years in the offshore investment consulting world. Since returning to Australia he has focused on giving investment strategy and governance advice to clients in both New Zealand and Australia. Andrew holds bachelor degrees in Science from the University of Tasmania as well as an Economics degree from Murdoch University. He is a CFA charterholder and a Certified Investment Management Analyst (CIMA).

Louis Loader

Investment Analyst

Louis joined Eriksens in 2018 and is primarily responsible for client reporting where he undertakes performance analysis and investment research. Louis holds a Bachelor of Science and Bachelor of Commerce majoring in Economics, Finance and Pure/Applied Mathematics from the University of Auckland and is a CFA Level II candidate.

Amy Lewis

Administrative Assistant

Amy joined Eriksens in 2018 and is primarily involved with accounts and providing clerical support for the Eriksens team. Amy is currently studying a Bachelor of Business majoring in Finance and Accountancy at Massey University and has five years' experience in customer relations.