Interest

Hobbies & Interests

Golf, Travel

Memberships

National Party Breakfast Club

Charitable Activities

Red Cross, Mercy Hospice

Summary

In 2006, financial services industry leader Kelvin Syms, sold his shares in the successful firm Vestar Ltd. (formerly Northplan Financial Services Ltd.) to one of Australia’s largest companies, MFS Ltd. Established in 1991, Northplan grew from a one-office staff of four to a multi-office operation of 75 employees. The firm had locations in Kerikeri, AucklandCity, Cambridge, Rotorua, Hawera, Christchurch, Dunedin, Queenstown and Invercargill, Whangarei, Albany, and Mt.Maunganui. Serving as the firm’s Director, Kelvin Syms managed the funds of upscale clients. With financial planning as the base of the company’s business, Northplan also sold life insurance policies and financed mortgages. Mr. Syms oversaw daily operations and utilized his extensive experience in risk analysis, securities research, and legal acumen.Kelvin Syms currently owns and manages an investment firm, providing advisory services. With a hands-on approach to his enterprise, he researches new ventures, analyzes risk, meets with and advises businesses, and represents company interests on several boards. Key investments include companies in the technology, recruitment, export, and construction industries.Kelvin Syms became one of the youngest people promoted to an Accountant position at the National Bank of New Zealand. In his next position, he managed a solicitors’ practice. He graduated with a Diploma in Business Studies from MasseyUniversity in Auckland, and took on a new role where he managed investment portfolios, researched investment opportunities, and performed risk assessment. The company later appointed him to develop a financial services company that provided securities investment opportunities for clients.A golf enthusiast, Kelvin Syms spends his time off at the golf course, frequenting The Grange and Mangawhai Golf Clubs in New Zealand. He also networks with students at the Breakfast Club, sponsored by the Auckland University of Technology, which seeks to provide young adults exposure to the business world. Mr. Syms contributes to the charitable activities of Mercy Hospice, an organization offering a spectrum of services to terminally ill patients.

Work History

Work History
Dec 2008 - Present

Founder

K J Syms

Work Summary

In 2006, financial services industry leader Kelvin Syms, sold his shares in the successful firm Vestar Ltd. (formerly Northplan Financial Services Ltd.) to one of Australia's largest companies, MFS Ltd. Established in 1991, Northplan grew from a one-office staff of four to a multi-office operation of 75 employees. The firm had locations in Kerikeri, Auckland City, Cambridge, Rotorua, Hawera, Christchurch, Dunedin, Queenstown and Invercargill, Whangarei, Albany, and Mt. Maunganui. Serving as the firm's Director, Kelvin Syms managed the funds of upscale clients. With financial planning as the base of the company's business, Northplan also sold life insurance policies and financed mortgages. Mr. Syms oversaw daily operations and utilized his extensive experience in risk analysis, securities research, and legal acumen.

Responsibilities

Searching out new opportunities, analyzing risk, providing business advice and mentoring, attending meetings, sitting on Boards

Achievements

Two companies that I was instrumental in starting up are currently progressing and growing extremely well - particularly those in the exporting and building industries

Education

Education
Jan 1963 - Dec 1967

BS

Massey University

Financial Planning

Skills

Skills

Financial Planning