New Plymouth

Lewis Beattie
Financial Adviser - FSP1006555

Lewis joined the insurance industry in August 2023 to develop a career in the financial advice sector with a focus on helping future generations make smarter financial decisions.

Lewis’s background was in banking and more recently as a small business General Manager, so he brings both financial and hands on business skills to our team and clients.  Starting his career as an Adviser in the Paragon Insurance team, Lewis has now moved into a partnership with Paragon and into the greater SHARE NZ group and is excited to lead the way for SHARE NZ clients in the Taranaki region.

Lewis’s qualifications include an Honours degree in Finance and a Masters degree in Strategic Management and he completed his Level 5 Certificate in Financial Services in 2023.

Lewis loves a good yarn and looks forward to hearing clients’ stories and building close relationships with them to assist them in protecting what matters most to them now and in the future.  Lewis and his wife Jess, a Taranaki local, have three pre school children including a set of twin girls so time outside of work is spent with family, the occasional round of golf and landscaping around the house.