Our Advisers
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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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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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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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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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Colin has been in the financial service industry for over 35 years, initially starting out within the banking sector for 16 years where he gained an excellent understanding of the financial world, and increased his knowledge and professional aptitude. Colin is a level 5 qualified Financial Adviser. ...
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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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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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I am a dedicated and experienced insurance professional with a passion for helping individuals and businesses protect what matters most. With 16 years in the finance industry, I have honed my expertise in various insurance products. I am a financial adviser and part owner of JWG Insurance Ltd, tr...
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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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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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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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I have been in the insurance industry since September 1989 when I began with National Mutual based in their office in Coastland Mall, Paraparaumu. I specialise in helping self-employed tradesmen/women manage their risks through business and personal insurance products as well as helping them to util...