Trish Oakley
Head of Summer

[email protected]

DDI: +64 3 479 6261
Mobile: +64 21 796 261
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Trish joined Forsyth Barr in 2000. She has over 20 years of experience in the financial services industry, having previously worked in the banking sector in a variety of management positions prior to heading up Forsyth Barr’s Marketing division for over 15 years. 

Trish holds a Bachelor of Commerce from Otago University and is a Member of the Institute of Directors (IOD) along with being Chair of the local branch committee of IOD and a national Council Member. Trish is a director of Dunedin International Airport, a Trustee of the Royal New Zealand Ballet and the Dunedin Casino Charitable Trust, and is on the University of Otago Council.

As Head of Summer, Trish is passionate about helping people get the most out of KiwiSaver.

Office Contact Details

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Forsyth Barr Investment Advice Dunedin
Level 9
Forsyth Barr House
The Octagon
Dunedin 9016

Private Bag 1999, Dunedin 9054
Phone: +64 3 477 7464

If you're new to investing or just have a question please call us: 0800 367 227