Our Advisers
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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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Cathy is a Certified Financial Planner (CFPCM) with more than 20 years’ experience in the financial sector across New Zealand and South Africa. Based in Tauranga, she works with clients throughout the upper North Island and regularly travels between Tauranga, Auckland, an...
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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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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...
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Mike has over 30 years’ experience in the financial services industry. He has been a financial adviser specialising in Mortgages and Personal Insurance for more than 20 years having previously worked for a bank. He is committed to finding his clients the best possible mortgage solutions to suit...
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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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Guy is a Financial Adviser based in Hastings, Hawkes Bay. He has been an adviser for 35 years and has been with SHARE since April 2016. He has a Law Degree from Otago University and is a qualified Lawyer and an Associate member of the NZ Law Society. He is a member of Financial Advice New Zea...
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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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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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I am a Financial Adviser who combines a wealth of life and business experience to provide individually tailored insurance plans covering life, disability, and health insurance solutions, as well as KiwiSaver and Investment advice for your personal and business lives. Having been self-employed for mo...
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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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Taylor Cumberland Specialist Personal and Business Insurance Adviser Level 5 certificate in Life, Disability and Health Insurance I have been in the financial service industry since the start of 2025 where I joined Josh Cuttance’s business in Dunedin to sharpen ...
Insurance 
Investments 
KiwiSaver 
Mortgages 
Fire & General 
