Our Advisers
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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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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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Guy is a Financial Adviser based in Hastings, Hawkes Bay. He has been an adviser for 35 years and has been with SHARE since April 2016. He has a Law Degree from Otago University and is a qualified Lawyer and an Associate member of the NZ Law Society. He is a member of Financial Advice New Zea...
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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...
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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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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...
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Rowan has been a Financial Adviser (formerly known as an Authorised Financial Adviser) since 2005. He is a member of Financial Advice New Zealand (FANZ) earning the ‘Trusted Adviser’ mark and meets the ongoing requirements of the Financial Markets Authority (FMA). Rowan is passionate about ...
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John is proud to have been in the insurance industry since 1999, providing peace of mind to his many clients with an ethos of long-lasting relationships and always acting in the clients’ best interests. He holds his Level 5 Certificate in Financial Services. As a founding Director of Paragon ...
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Mike has over 30 years’ experience in the financial services industry. He has been a financial adviser specialising in Mortgages and Personal Insurance for more than 20 years having previously worked for a bank. He is committed to finding his clients the best possible mortgage solutions to suit...
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Melanie is not your typical Financial Adviser having spent over 3 decades in Tax & ACC and a decade as a Property Investor and running Body Corporates. Melanie completed the relaunched NZCFS L5 in Risk, Residential Lending and Investments including Managed Funds and KiwiSaver strands. She...
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Marcus is a qualified Financial Adviser, obtaining his NZ Certificate in Financial Services specialising in investment services and Life and Health insurance. Marcus also gained his qualification in New Zealand as a registered New Zealand Nurse. He has valuable experience in businesses where he ...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
