Our Advisers
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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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I am a Financial Adviser and a member of Financial Advice NZ. I have been in the Insurance industry since 1992 and I am the Director of Michael White Financial Services Limited. Prior to this, I completed my Bachelor of Commerce majoring in Accounting at the University of Otago graduating in 199...
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Peter has been assisting clients since 1994 and loves helping clients to grow and protect their wealth. Peter graduated with MA (Hons) from Victoria University of Wellington in 1992. Peter is a financial adviser and meets the ongoing education requirements of the Financial Markets Authority. ...
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A founding adviser of SHARE Otago (formerly The Highland Group), I have been in the industry since 1988 and am a member of Financial Advice NZ. I am also an Associate Life Underwriter of the Institute of Financial Advisers and have achieved the status of Financial Adviser. Prior to SHARE, I man...
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I am a Financial Adviser who combines a wealth of life and business experience to provide individually tailored insurance plans covering life, disability, and health insurance solutions, as well as KiwiSaver and Investment advice for your personal and business lives. Having been self-employed for mo...
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I have been helping clients create and protect wealth since 1982. Together you and I put in place a programme of insurance and/or investment that does what you need it to do. This means it provides outcomes for you that allow you to relax in the knowledge your investment and insurance problems are s...
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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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I am a Financial Adviser based in Auckland with over 10 years’ experience in the finance industry. I have done my NZ Certificate in Financial Services (Level 5) and am also B.com graduate majoring in Banking & Finance. I believe the one of the most important skills as an adviser is to be a ...
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Since starting in the Insurance industry in 2015, I have worked with families and business owners to protect what matters most to them. Spending time both working directly with clients and at an insurer, I have gained knowledge and insight to get the best outcomes available. I’m Dunedin born an...
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Fergus is a Financial Adviser and has worked in the financial services sector since 1996 in roles in the United Kingdom and New Zealand. He has been an insurance adviser since 2008. His specialist area of expertise is assisting Small to Medium sized business owners and their families understand...
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Graeme has been in the Financial Services industry for over 50 years and brings a wealth of knowledge and experience to the industry with his speciality areas of both personal and business insurance and KiwiSaver. Graeme also has a number of clients that he works within the General Insurance area...
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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 ...