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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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 adviser 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 nee...
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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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I have worked in the insurance industry for over 11 years, initially in an adviser support role where I assisted clients on a daily basis and developed a strong foundation in providing reliable, client-focused service. I have since moved into an Adviser role and hold a Level 5 Certificate in Financi...
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I've spent over a decade in insurance and financial services, helping clients protect what matters most—their families, health, and assets. But my path here wasn't typical. While my father was building his insurance practice—being a role model of leadership himself—I spent 15+ years in lead...
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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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Stephen has been serving clients since 1978 and is a longstanding member of the Professional Advisers Association (now part of Financial Advice New Zealand), where he contributed as a board member for five years. Based in Havelock North, Stephen provides financial advice to clients across New Zea...
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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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Brenda brings over 20 years of experience in the insurance industry, with a genuine passion for helping individuals, families, and businesses protect what matters most. As a working parent herself, she understands firsthand the importance of financial security and is especially committed to suppor...
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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 ...
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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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