Our Advisers - Auckland
-
Keren has been in the financial service industry since 1982. With qualifications through Adviserlink and Massey University, she specialises in small to medium business markets from Auckland through to Whangarei. She works collaboratively with ACC to help clients structure their full business insu...
-
Specialist in Providing Peace of Mind and Creating Strategies for Life I work with people who live differently. People who take charge of their own destiny or are wanting to. They are mostly business owners, professionals, and families who aspire to something more. My approach...
-
I joined the financial services industry in 2019 following a claim I had made on my own insurance policy during my stint in the construction industry as a qualified builder. At this time, I saw the value in having the correct insurance policy in place to ensure the financial stability of my family d...
-
James is an expert in the financial advice field. Here is how: • An unparalleled Financial Markets background • An Honours Degree in Economics • Offices in Tauranga and Auckland • Not tied to any Financial Provider, Bank, Fund Manager or Insurer. • Very approachable ...
-
Laurence is a Financial Adviser with extensive experience in the financial services industry. His career includes regional sales management and senior management positions within several large organisations. Prior to joining SHARE, Laurence led the Life and Health division for one of New Zealand’s...
-
Cathy is a Financial Adviser with more than 20 years experience in the Financial Sector. Having earned her National Certificate in Financial Services Level 5, she provides her clients with the best advice on products tailored to their individual needs. Cathy’s area of expertise is retirement plann...
-
I’ve experienced insurance first hand in my personal life and that has played a vital part to where I am today. The passion I have for my faith, friends, and my family, both as a husband and a father, has led me to excel in this ever-evolving People industry of insurance. So I’ve made the dec...
-
Jonathan is a Financial Adviser who is based in Auckland and travels to Christchurch regularly. Jonathan has over 11 years’ experience in the financial advice profession and has a Master’s in Finance & Management and is a Certified Financial Planner, CFPcm. Prior to joining SHARE Jonathan...
-
Mark has more than 30 years of high-level financial experience giving him a deep understanding of business and finance and an ideal foundation for his work as a Financial Adviser. For the past eight years Mark has been specialising as an insurance adviser. He is dedicated to learning about his cl...
-
Russel is a Financial Adviser and works out of the SHARE Albany office. Having moved to NZ over 23 years ago with his young family Russel lives in Albany and has been in business and has owned his own business for the past 19 years. Russel is firm believer in having Insurance and he and his famil...
-
Hey there! I’m Todd Allan – Financial Adviser. My life insurance journey began in 2002 when I stumbled upon it whilst finishing my Diploma in IT. Little did I know over 20 years later I’d become a huge advocate for the support the industry provides to the people of New Zealand. I’ve been ...
-
Aaron has been in the Insurance Industry for over 20 years, having joined after a sporting career that saw him race around the world, but one that also set up the foundations for both his corporate career at major insurers and his advice methodology. Aaron’s philosophy works on a couple of princip...
Insurance 
Mortgages 
Investments 
KiwiSaver 
