Stephen O'Connor CFP

Experience

• 

  Mitre Wealth Management

  Oct 1992 - now

  Principal

  One of Southland’s longest established Investment Advisory and Financial Planning practices, Mitre Wealth Management provide comprehensive fee-based financial advice.

• 

  Institute of Financial Advisers

  Apr 1999 - Jun 2005

  The profesisonal body for New Zealand financial advisers

  • President

    Apr 2004 - Jun 2005

  • Director

    Apr 1999 - Jun 2005
• 

  Rugby Southland Inc

  Dec 2001 - Apr 2009

  Director

  Home of the Southland Stags

• 

  Financial Planning Standards Board Ltd.

  Apr 2003 - Mar 2010

  Financial Planning Standards Board seeks to establish financial planning as a global profession, with the CFP marks as the global symbol of excellence in financial planning. Our mission is to benefit and protect the global community by establishing, upholding and promoting worldwide professional standards in financial planning.

  • Chairperson

    Jan 2009 - Mar 2010

  • Director

    Jan 2007 - Mar 2010

  • Council Member

    Apr 2003 - Mar 2010
• 

  YMCA of Invercargill Charitable Trust

  May 2004 - May 2016

  • Trustee

    Jan 2000 - May 2016

  • Chairman

    May 2004 - May 2011
• 

  Authorised Financial Advisers Code Committee

  Nov 2014 - Mar 2021

  Member

  The Code Committee was established under the Financial Advisers Act 2008 and maintains a Code of Professional Conduct for Authorised Financial Advisers (AFAs). The Code establishes minimum standards of competence, knowledge and skills, ethical behaviour and client care, along with minimum requirements for continuing education, and training, for AFAs.

• 

  Community Trust South

  Jun 2015 - May 2019

  Trustee

  From Stewart Island to Glenorchy, Te Anau to Tapanui our vision is for 'A Thriving Southland' where communities are self-determining, active, healthy, connected and working together, both now and into the future.

• 

  Invest South

  Sept 2015 - Jun 2019

  Director

  Invest South is a private equity fund investing in businesses connected to the south of New Zealand.

• 

  Recycle South (formerly SdE)

  Jan 2017 - Nov 2024

  Recycling is what we do but enriching the lives of people living with disability through offering meaningful employment and personal development is our purpose.

  • Director

    Jan 2014 - Nov 2024

  • Chairman

    Jan 2017 - Dec 2023
• 

  W D KING (1996) LIMITED

  Apr 2017 - now

  Chairman

  W D King (1996) Ltd T/A Kings Fish Market is a 3rd generation family owned and operated seafood company based in Invercargill, Southland, New Zealand.Kings specialise in the processing and marketing of iconic Southland seafood including Stewart Island Salmon, Blue Cod and Bluff Oysters. We also produce handcrafted artesian Hot and Cold Smoked Salmon and fish from our factory smokehouse.Find our products in our retail factory store or buy online, also stocked in the best supermarkets and in the finest restaurants! Show less

• 

  Financial Advice New Zealand

  Oct 2018 - Sept 2022

  Director

  In 2018, Financial Advice New Zealand was created by three founding bodies – the PAA, IFA and NZFAA. We represent the interests of the public and our members, and strive to help Kiwis, and New Zealand as a whole, be financially better-off.

• 

  Southland Foundation

  Jun 2024 - now

  Investment Committee Chairman
• 

  Harness Racing New Zealand

  Oct 2024 - now

  Director
• 

  Southland disAbility Enterprises Charitable Trust

  Nov 2024 - now

  Member Board of Trustees