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Trish Oakley

Head of Summer
Trish Oakley


DDI: +64 3 479 6261

Mobile: +64 21 796 261

About Trish

Trish joined Forsyth Barr in 2000. She has over 20 years of experience in the financial services industry, having previously worked in banking 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), Otago-Southland Branch committee chair and a representative on the IoD’s National Council. 

She is currently a trustee of the Royal New Zealand Ballet, a council member of the University of Otago and a member of New Zealand Lotteries Commission.

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

Trish is based out of the Dunedin office

Forsyth Barr Investment Advice Dunedin
193 Princes Street
Dunedin 9016

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