Our Advisers
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Andy has been in the insurance and financial services industry since 1996. Starting his working life as a Fitter Welder he then used these skills working in Papua New Guinea and moved into management. On return from overseas he was offered an opportunity in Life insurance and works with his bu...
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Tracey has been a Financial adviser since 2002, specialising in Risk Insurance Protection for individuals and families as well as providing risk solutions for Business Partners. Her area of expertise is in Personal and Business Risk Insurance and now more recently Microbusiness Risk Management. This...
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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...
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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 with over 20 years experience and are deeply passionate about helping clients protect what’s important to them and assisting in their wealth creation. Having completed previous roles as a self employed broker, within Life companies and the BNZ, I am perfectly positioned ...
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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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Graeme began his career in Australia in 1988 and 6 years later he returned to New Zealand where he has since successfully established and grown on his business Graeme Shanks Limited t/a SHARE in beautiful Mount Maunganui. He has been involved within the Insurance industry for over 30 years. An Autho...
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After gaining his degree in Economics and Accounting at Canterbury University Graeme joined the life insurance and investment industry in Dunedin in 1978 and has enjoyed some 20 years in sales and senior executive roles in Christchurch, Wellington and Palmerston North before returning to his finan...
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Sonja joined SHARE in May 2016, however, she has been adviser within the Financial Service industry since 2000. Sonja is originally from Germany but has been in living in New Zealand since 1985. Sonja’s main focus is personal risk insurance, she can give advice on KiwiSaver and Booster investme...
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Martin has owned and operated his own mortgage advisory and financial service business since 1989. Prior to this he worked for ten years in the finance industry including holding senior positions with General Finance and AGC in New Zealand and Alex Lawrie Factors in England. He was an inaugural memb...
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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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Malcolm has over 25 years of experience within the insurance industry. His professional knowledge, excellent communication skills, understanding ability and gentlemanly conduct allows him to tailor insurance financial advice to his many different client’s. Creating insurance portfolios and specifi...