Our experienced and qualified specialists can help you protect your assets, you and your family’s future, and provide investment and retirement planning.
Bill co-founded Montage in 1997. With over 30 years of experience in the financial industry, he is an expert in his field.
He leads the team at Montage and strives to provide excellent service to everyone he deals with.
Bill O'BrienBill completed a Bachelor of Arts (Psychology and Education) at Auckland University and then taught for 9 years until 1988, before switching to a career in financial services. He was initially a self-employed Adviser with an AMP agency for 9 years before he formed Montage Financial Services in 1997. As Montage has developed to provide full financial services, Bill has gained further qualifications including a Diploma in Financial Planning and has completed courses in Business Financial Analysis.
Liz TurnwaldLiz joined Montage in May of 2020 as Manager. Previously she has worked for AXA, Partners Life and another Insurance Brokerage gaining knowledge on processes and compliance. Liz has completed studies in Business Management and is currently working towards an Accounting diploma.
Chitral WijesinhaChitral is a Financial Adviser/Investment Specialist and has over 23 years’ experience in the financial services industry and managing money for retail and wholesale clients.
He specialises in Investment and Retirement planning, Group Superannuation, and KiwiSaver. Chitral’s qualifications include BCom (Hons), MA (Econs), National Certificate in Financial Services (Fin Advice), Investment Advice and National Certificate in Adult Education & Training.