Our Advisers
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Specialist in Providing Peace of Mind and Creating Strategies for Life I work with people who live differently. People who take charge of their own destiny or are wanting to. They are mostly business owners, professionals, and families who aspire to something more. My approach...
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Sally Bisset is a Financial Adviser and is based in the SHARE Dunedin office with SHARE advisers Richard Thomas, Rowan Shanks and Josh Cuttance. She is a member of Financial Advice NZ. Figuring out what type and how much insurance you need to protect yourself and your family can be mind boggling! Th...
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Jim has been in the financial service industry for 21 years. He was a builder for 26 years before Jim started in financial services. It is during this time that he learned how to get on with people and use common sense to help solve their problems. Working in collaboration with his clients, Jim help...
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Elaine believes that working with people in the role of a trusted adviser is a privilege. With an easy-going style, she will get to know you by listening carefully to your story and by working together, will support you to make sound wealth management and financial planning decisions to suit your ...
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Meet Liv, a passionate personal insurance advisor and a mother or three. With an extensive background in hospitality, Liv knows the importance of providing exceptional service and building strong relationships with her clients. She has a deep understanding of the challenges families face and the ...
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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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Mark Woolford is a Financial Adviser. Mark is a Risk Specialist and has been in the in industry since 1991. After having 12 months out of the Financial Services industry, Mark has joined SHARE eager to assist business owners and professionals with all their insurance needs. At age 30, Mark initia...
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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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Cathy is a Financial Adviser with more than 20 years experience in the Financial Sector. Having earned her National Certificate in Financial Services Level 5, she provides her clients with the best advice on products tailored to their individual needs. Cathy’s area of expertise is retirement plann...
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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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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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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...