Dr Rodger Spiller
Passion for Responsible Investment
Rodger’s long-standing passion for responsible investment had early roots. At age 13 when making choices about what to study at school Rodger consulted his aunt, who taught commercial studies and whose husband ran a successful business. “Aunty Martha, I need to decide what to study for my options at high school,” Rodger said. “What do you want to do with your life, kiddo?” she said. “I want to help make the world a better place,” he replied. “Well, you had better study money, ‘cause money is what makes the world go round.” So there it was. Rodger decided to study accounting and economics to learn the language of business. It seemed clear that business had a major influence in the way the world was – for better or sometimes worse – so changing the world through business was a logical strategy. The education he received helped build on his experience from his early enterprises, which at that stage already included being a driving force for a significant fund-raising initiative, creating and selling a coin collection and managing two daily and one weekly delivery rounds.
Rodger completed a Bachelor of Commerce (1983), winning the Senior Prize in Accountancy for research on accounting for business social responsibility, then qualified as a Chartered Accountant. Studying part-time while lecturing, he then completed a Management Diploma and postgraduate papers in Training and Development, Organisational Behaviour and Communication. Then he completed a Master of Commerce degree (1990) (First Class Honours), including a thesis that focussed on responsible investment and that was presented internationally. In 1999 he graduated with a Doctorate. His dissertation researched philosophy including virtue ethics, responsible investment and the development of responsible business leadership internationally and locally. Rodger’s PhD research was published and presented at international academic conferences and he continues to research and write for international publications, most recently a chapter on responsible investment and authentic leadership in the book Authentic Leadership (Spiller, C. & Ladkin, D., 2013).
In addition to his excellent academic credentials Rodger has a wealth of investment industry experience. In 1988 Rodger joined the Australasian investment managed funds and investment strategy research firm, IPAC Securities. As Executive Director for IPAC (NZ) he led the successful development of this business in New Zealand. He was also on the Board of one of New Zealand's largest personal investment and financial planning firms for several years before starting his own investment advisory firm, Money Matters (NZ) Limited in 1990. In 1997, the New Zealand Institute of Management awarded Rodger its Small Business Manager of the Year Award. Two years later he won the inaugural Good Returns New Zealand Financial Planner of the Year Award.
Rodger served as a Director and Chairman of the Association of Investment Advisers and Financial Planners (IAFP), the national professional association of advisers. Rodger was a member of the International Certified Financial Planner (CFP) Council and its Education and Public Awareness Committees. He worked with the International CFP Standards Board to bring the CFP professional certification to NZ and is a CFPCM. He was also the New Zealand representative at the World Financial Planning Forum. Many of the financial planners now working in New Zealand have received training from Rodger and he was selected by the IAFP in 1988 to prepare the original industry training syllabus and examination. He is the co-author of the New Zealand Guide to Financial Planning and author of The Essential Guide to Financial Planning in New Zealand (CCH, 2000). He contributed four chapters to the book Ethical Investment. Rodger has featured extensively in the media including as a financial advisor in the TV One series Money Doctor, on TV One's Breakfast programme and as a columnist.
Social Responsibility in New Zealand
Rodger was a Founding Member and Executive Director of NZ Businesses for Social Responsibility (now the Sustainable Business Network) and Executive Director of the NZ Business Council for Sustainable Development (now the Sustainable Business Council) and in that capacity in 2002 represented New Zealand business at the United Nations World Summit on Sustainable Development, where he also presented on a business panel. He co-created the NZ Centre for Business Ethics and Sustainable Development and the NZ Business Ethics awards. He is a former Member of the Securities Commission (now the Financial Markets Authority), has served on the Nominating Committee for the New Zealand Superannuation Fund, as a Director of Transparency International (NZ), Oxfam (NZ) and for ten years as a Director of the Responsible Investment Association Australasia.
Rodger has undertaken extensive engagement with business, encouraging the development of responsible leadership. A key focus for the Money Matters engagement activity in recent years has been activity to encourage businesses to develop their employees and in doing so their financial, environmental, social and governance performance. The wisdom of this approach was reflected in research by Harvard’s Kegan and in Lahey and their colleagues in an April 2014 Harvard Business Review article Making Business Personal and the concept of creating a deliberately developmental organisation (DDO). Rodger has undertaken extensive training in this area, including training in the USA with Kegan and Lahey as a Certified Immunity-to-Change™ Coach.
Responsible Investment Association Australasia
Rodger was the first New Zealand adviser to meet the eligibility requirements of the Responsible Investment Association Australasia and to certify as a responsible investment adviser. He is one of very few financial advisers in New Zealand specialising in this field of responsible investment. The majority of Money Matters clients are responsible investors. Rodger’s passion remains helping make the world a better place.
Rodger is married to Chellie, is passionate about helping individuals and organisations to make money and make a difference, and enjoys attending and presenting personal and professional leadership development courses and being with his family and friends.
Dr Rodger Spiller has been certified by RIAA according to the strict disclosure practices required under the Responsible Investment Certification Programme. See www.responsibleinvestment.org