Tobias Taylor AFA, CFP.
Managing Director / Financial Adviser
E-mail: tobias@barnesmossman.co.nz 
Tobias Taylor is an Authorised Financial Advisor (AFA) in accordance with the Financial Advisors Act 2008. His Financial Services Provider number is FSP16562.
Tobias Taylor has worked in financial services since 1999 in the United Kingdom, France and New Zealand. After returning home from overseas in 2002, he lived in Wellington working with one of the major banks for five years before returning to Hawke’s Bay in early 2007. This experience has over time taught Tobias how to best serve a client’s needs and advise them how to meet their goals. Tobias joined Barnes Mossman Financial Services Limited as its first sole dedicated Adviser in November 2008 and has managed the business since this time.
Tobias is a qaulified Certified Financial Planner (CFP), which is the financial planning designation recognized internationally as the highest credential for financial planning worldwide. Tobias also holds a Post Graduate Diploma in Personal Financial Planning (PGDipPFP) from Waikato University and a Bachelor of Business Studies (BBS) from Massey University.
Tobias is on the New Zealand Advisory Panel for the Selected Portfolio Solutions (SPS) Wrap platform and is an elected Trustee on the Lucknow School (Havelock North) Board of Trustees. Married to Jane, they live in Havelock North with their three children Oliver, Poppy and Isobel. A keen golfer, Tobias looks to fit the odd round in when he can, but his preference now is to spend time with his family at Aromoana Beach in Central Hawkes Bay.
Before working in financial services, Tobias served as an Army Officer for four years after his undergraduate university studies. This included operational service in Bougainville in 1999 where he served as a patrol commander with the rank of Captain.
“I see my role as making financial planning as easy as possible for you, stripping away any jargon to expose the core issues, you as a client face. This includes clearly outlining the options you have in achieving your goals and within your required time frames. Talking about personal finances requires a huge leap of faith from you. Respecting that is paramount to building a long term client relationship which in time delivers real results and knowledge. When you meet with me, you know you are a valued customer and will receive the very best possible advice and solutions available to me.
