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Trish Oakley

Trish Oakley

DDI: +64 3 479 6261

Mobile: +64 21 796 261

About Trish

Trish joined Forsyth Barr in 2000. She has over 25 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, is a member of Global Women and a Chartered Fellow of the Institute of Directors (IoD), Otago-Southland Branch committee chair, Vice President of the IoD’s National Council and Director of the IoD’s board. 

Trish is Co-Chair of the Financial Services Council Investment and KiwiSaver Committee.

She is also a member of the New Zealand Lotteries Commission. Trish is Pro-Chancellor of the University of Otago.

Trish is passionate about education, driving our investing labs and learning labs, internal women’s network, mentoring activity and also contributes financial education content to Summer KiwiSaver scheme members.

Trish is based out of the Dunedin office

Forsyth Barr Investment Advice Dunedin
Level 10, Forsyth Barr House
35 The Octagon
Dunedin 9016

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