Qualifications and Experience

Rhodes is an Authorised Financial Adviser (AFA) which was issued on 13th May 2011 and expires on the 13th May 2016.

Rhodes is also a Certified Financial Planner^cm (CFP^cm), a member of the Institute of Financial Advisers (IFA) and holds the Accredited Investment Fiduciary^cm designation from fi360 Australasia. Rhodes has diplomas in Finance and Teaching as well as a Bachelor of Commerce. He initially trained as an engineer at Canterbury University and was a Charles Upham Scholar at that time.

Rhodes has wide experience in the investment world spanning more than 22 years. Rhodes began with a unit trust development company in 1985 after experience in a family engineering business, industrial relations and teaching. He was Director of Financial Planning and Research at FPG Research, now Morningstar, in the late 1980’s where he published investment research and educated budding investment advisers. Rhodes lectured widely throughout New Zealand and wrote for industry magazines during that time.

Rhodes operated an investment training and consulting business for FPG Research during the early 1990’s. In 1996 Rhodes was a member of the expert panel advising the Retirement Commissioner in writing the booklet distributed to all New Zealand households – “Welcome to Your Retirement”.

He began working with Polson Higgs as their Director of Financial Planning in November 2001 and is currently a Senior Adviser, CEO and Director of Polson Higgs Wealth Management Limited with six staff spread between Christchurch and Dunedin offices.

Professional Memberships
Rhodes is a member of the IFA (Institute of Financial Advisers) and is bound by their code of best practice to carry out his role as a trusted adviser to the highest professional and ethical standards.

DDI: 03 474 9735
Cellphone: 027 223 8520

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