Our Advisers - Auckland
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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...
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Melissa Popely, Specialist Mortgage Adviser I have been in the financial services industry since 2022. I specialise in helping you achieve your home ownership goals, whether you are a first time home buyer or looking to purchase an investment property. I have an easy to understand approach w...
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Aaron brings over 20 years of experience in the insurance industry, where he has developed a deep understanding of risk management and client-focused advice. His career is built on a foundation of preparation and strategy, guiding him to deliver meaningful and practical solutions for his clients. ...
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Cathy is a Certified Financial Planner (CFPCM) with more than 20 years’ experience in the financial sector across New Zealand and South Africa. Based in Tauranga, she works with clients throughout the upper North Island and regularly travels between Tauranga, Auckland, an...
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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 ...
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I have worked in the insurance industry for over 11 years, initially in an adviser support role where I assisted clients on a daily basis and developed a strong foundation in providing reliable, client-focused service. I have since moved into an Adviser role and hold a Level 5 Certificate in Financi...
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Claire McArthur Specialist Home Loan & Mortgage Adviser I began my journey in financial services in 2008, joining a major bank as a teller. Fast forward 10 years and I was looking after a portfolio in business banking as a Commercial Manager. With a love o...
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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...
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I joined SHARE NZ in February 2026 as a Life & Health adviser bringing over seven years of experience in the insurance industry. My background spans both general insurance as well as life and health insurance, giving me a well-rounded understanding of how to help individuals and families protect...
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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 ...
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I joined the financial services industry in 2019 following a claim I had made on my own insurance policy. At this time, I saw the value in having the correct insurance policy in place to ensure the financial stability of my family during an unexpected event and I wanted to do my part to ensure other...
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I've spent over a decade in insurance and financial services, helping clients protect what matters most—their families, health, and assets. But my path here wasn't typical. While my father was building his insurance practice—being a role model of leadership himself—I spent 15+ years in lead...
Insurance 
Investments 
KiwiSaver 
Mortgages 
