About the Panel
As part of Financial Dispute Resolution Service’s commitment to international best practice for dispute resolution, we seek independent expert opinion and peer review when needed.
Financial Dispute Resolution Service’s expert panel includes:
Josephine is an Associate Chartered Accountant. She has consulted to the Banking Ombudsman New Zealand from 2008 to 2010 and for Financial Ombudsman Service (UK) 2004-2005. In 2006-2008 Josephine worked for Ministry of Economic Development. She has been a Client Adviser Goldman Sachs JB Were 1996-2003, and for Merrill Lynch 1992-1996 after a period with TrustBank.
Chris is a consultant at Greg Kelly Law Limited, specialists in trusts, wills, estates and elder law. Previously he was General Counsel at The New Zealand Guardian Trust Company Ltd. With 30 years’ experience as a lawyer specialising in trust and estate work, Chris has co-authored a New Zealand legal text book on trusts – Garrow and Kelly ‘Law of Trusts and Trustees’ (6th edition), and co-authored legal text on wills, probate and estates – ‘Dobbie’s Probate and Administration Practice’ (5th edition).
Chris attended Victoria University graduating with a BA (in German) and Bachelor of Laws. He later completed study for a Diploma of Management from the New Zealand Institute of Management. In 2009 Chris completed a Master of Laws with a thesis on Trustee Accountability. He is a member of the New Zealand Law Society, the Property Law Section and the UK based Society of Trust and Estate Practitioners (STEP).
David is the Managing Director of Strategi Ltd and Strategi Institute Ltd; and author of the book ‘ACES’ and ‘Harnessing the Opportunity to Build Profitable Businesses’. David also published and edited the ‘Sales and Marketing Kit for Financial Advisers’; ‘the Portfolio Construction Manual’; ‘the Best Practices Manual’, and ‘the Investment Knowhow’ series of publications. He has also published articles and comments in Financial Alert, Good Returns, NBR, Asset Magazine, Money Management, Journal of Financial Advice and Leading Minds Academy, and developed and published ‘A Reference Guide to Key Legislation and Code of Professional Conduct’.
David has Bachelor of Arts, Diploma in Management, Master of Business Administration and a Diploma of Business Studies (Personal Financial Planning). David is an Authorised Financial Adviser (AFA), an Associate Fellow of the New Zealand Institute of Management (AFNZIM) and a member of the New Zealand Institute of Directors.
Ho Yew Mun
Ho Yew Mun is an independent director of a number of companies listed on the Singapore Exchange. He has extensive experience in capital and securities markets in Singapore and Hong Kong gained as Managing Director, Investment Banking Group, Global Financial Markets 2001 - 2005; Senior Vice President, Singapore Exchange (SGX), DBS Bank Ltd. He has consulted to Treasury (New Zealand) and was Manager, Financial Management Policy Implementation, FMR Treasury. He is President of the Association of Chartered Certified Accountants, Singapore and is an International Assembly Member, Association of Chartered Certified Accountants UK. Ho Yew Mun is also an adviser, Social Impact Exchange (Asia); and Singapore Representative, the East Asia Certified Public Accountants, Singapore.
Ho Yew Mun has a Master of Business Administration and is a Member of the New Zealand Institute of Accountants and a Member of the Singapore Institute of Directors
Dr Chris Malone
Chris is Senior Lecturer in Finance, School of Economics and Finance, Massey University and teaches courses in Financial Risk Management and Derivatives, and International Finance, including online foreign exchange trading.
Chris has a PhD in Finance from the University of Connecticut and a Bachelor and Master in Business Studies from Massey University.