Our Advisers
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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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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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Since transitioning from a successful professional rugby career both in New Zealand and overseas, Gareth has spent the last 13 years in senior leadership and advisory roles within the life and general insurance sector. Based in Auckland, Gareth is married to Stacey, and together they have two young ...
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Sonya has been a financial adviser since 2000, running her own mortgage and insurance advisory business for 22 years. Now specialising in risk insurance, Sonya enjoys helping clients protect their family and assets by delivering expert advice. Sonya was a board member of the New Zealand Mortgage ...
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I started my career in the financial services industry in 2024 where I worked with the team from SHARE NZ - The Advisory. Starting out as adviser support and now stepping into my role as an adviser. This gave me great experience to learn on the job and hone my skills before stepping into an advising...
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I've been working in the Financial Services Industry for over 25 years, and I've had the opportunity to work with three of the big four banks in various roles, with a focus on home ownership in my last position. As your adviser, I'm really passionate about listening to you and understanding your fin...
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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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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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Hey there! I’m a Level 5 Qualified Financial Adviser with SHARE based in Hawkes Bay. I have been in the Insurance Industry for over 17 years in various roles from Business Development Manager to Adviser. During my time in the corporate space, I’ve been fortunate to have experience assisting w...
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Michelle is not your typical Financial Adviser. With over two decades of experience in the insurance world, she's a master at both protecting and growing her clients' wealth. As a proud member of Financial Advice NZ, Michelle is dedicated to delivering exceptional service and expertise. Having ea...
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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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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...
Insurance 
KiwiSaver 
Investments 
Mortgages 
Fire & General 
