Our Team

AFA, CA, Director
REA Licensed

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Alan began his career with global accounting giant Price Waterhouse, rising to senior roles in corporate finance, both in New Zealand and offshore. Working closely at board level across a diverse range of publicly listed companies, gained him extensive financial and commercial experience.

Alan is a chartered accountant and was founding partner of a property centric accountancy firm which carved its niche in offering advice and services to the property sector. He helped many clients build high-performing portfolios, through strategic planning, asset structuring, feasibility of development projects and portfolio performance review. He developed property investment planning software, to help produce personalised plans for clients. As a Chartered Accountant and Authorised Financial Advisor, he is uniquely qualified to advise clients on mortgage and financial aspects of property transactions.

Alan is a co-founder of Erskine Owen and leads the business development and finance teams. He also leads the team on commercial syndication. He is licensed under the Real Estate Agents Act 2008.

Lisa Phillips

Director
REA Licensed

E: info@erskineowen.co.nz

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Lisa is a co-founder of Erskine Owen. From a family that pioneered urban development on Auckland’s North Shore, property is ‘in her blood.’ The experience she gained developing her own portfolio has given her considerable insight into property investment strategy.

Lisa’s career began in accounting, progressed to business development and management consulting roles with iconic global brands. This includes experience gained in off-shore consulting, on projects in preparation for the initial public offering (IPO) for North America’s 2 largest resort real-estate development companies. A track-record in helping businesses grow their profitability, planning and achieving goals is a priority.

Previously Lisa had a professional alpine skiing career, having competed, coached and achieved internationally. She coached many of Hollywood’s A list celebrities and received an invitation to become a ski double in a Bond movie. Lisa brings her strive for excellence to Erskine Owen.

Lisa leads the property buying and property management teams. She is licensed under the Real Estate Agents Act 2008.

Roger Wilson

Consultant
Erskine Owen

E: rwilson@erskineowen.co.nz

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Roger has many years of experience in the finance industry. With a bachelor’s degree in commerce and a skill set that includes financial analysis, due diligence, business strategy, and more, Roger commenced his career by opening his own accounting practice in Morrinsville. Following many successful years and building up his business, he stepped into working with one of the ‘Big Four’ as a Partner at PWC and later as a Partner at KPMG.

Looking for a change of scene, Roger took on a CEO role at Global Metal Solutions. This role brought Roger to being in a fast-turnover commercial business environment. This experience completed the business cycle of applying business practices alongside compliance, resource consenting, and business operations.

Roger is a great horseman and experienced showjumper, a talent and passion he has shared with his children.

Wendy Ryan - Kidd

Business Development Director & Mortgage Advisor

E: wendy@erskineowen.co.nz

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Wendy joined Erskine Owen in 2009 and is responsible for Direct Property Investment Acquisition and Mortgage Advising.

Having worked in the insurance industry early in her career, Wendy has gained extensive knowledge in property, including being involved in property viewing, due diligence, property management and project management. Wendy also has invaluable personal experience as a property investor herself.

Wendy has a Degree in English, a Diploma in Management, a Diploma in Interior Design and has a NZ Level 5 Certificate as a Mortgage Adviser.

Allan Carella

General Manager Investor Relations
& Wealth

E: acarella@erskineowen.co.nz

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Allan has extensive experience in the financial services industry, delivering strategic, client-focused solutions across a broad range of roles and sectors. With a strong emphasis on relationships and practical financial insight, he is dedicated to helping clients navigate complex financial landscapes with clarity and confidence.

Before transitioning into finance, Allan was a professional footballer in the UK—an experience that instilled a team-first mentality, resilience, and a performance-driven mindset that continues to influence his approach today.

Outside of work, Allan is a keen golfer with a low handicap, a passionate fly fisherman, and enjoys spending quality time with his young family and close friends.