SHARE is a network of financial advisers located throughout New Zealand. SHARE advisers share a common brand, systems and processes and market a range of insurance, investments and mortgages to individuals and businesses.
SHARE is unique amongst the adviser networks in New Zealand in that it is owned equally by its adviser shareholders, managed by a CEO and governed by an elected Board of advisers. Their combined focus is to provide a client-centric network of professional advisers offering relevant and compliant financial advice to New Zealanders.
C. Scott Black
m: 021 513 307 e: firstname.lastname@example.org
An experienced Financial Services professional with strong networks throughout the NZ Insurance and Investment industry, Scott is responsible for the performance of all business lines, ensuring their growth, financial strength, and operational efficiency through dynamic and commercial leadership.
Corporatisation and Office Manager
m: 021 320 724 e: email@example.com
A highly-organised administrator with proven office management skills and lots of initiative, Claire plays a vital role in SHARE’s busy office environment. Managing the process of adviser corporatisation, from initial adviser query through to full ownership by SHARE and subsequent client servicing contract with the adviser as well as providing office support gives Claire daily opportunities to share her ability and charm with people at all levels.
Accounts and Events Manager
Rhonda’s strong background in accounting combined with great attention to detail give SHARE crucial support and confidence in all financial matters. A first for the New Zealand market, SHARE has automated the receipt of adviser commission and Rhonda’s technical efforts as well as her positive and enthusiastic attitude are key as we continue to work toward SHARE's goal of corporatisation.
Technical Support Manager
Tara is an experienced Systems/Information Developer who enjoys providing support and technical services to our SHARE advisers. She has a wealth of experience with various processes and database administration systems. Tara brings her skills to SHARE to continue the development and training path of SHARE XPLAN, the web based Client Relationship Manager Tool used by SHARE advisers and administrators.
Charisma has joined SHARE as our Commissions Administrator where her accounting background is sure to be put to good use. She is enthusiastic, well organised and ready to field any and all queries relating to SHARE’s busy commission process. Charisma is originally from the Phillipines and moved to New Zealand in 2015 and is a great asset to our SHARE team.
A marketing professional with over 18 years’ experience in professional services, FMCG, manufacturing & education, Marié is originally from South Africa but is well settled into New Zealand. Marié is responsible for managing all aspects of SHARE’s brand, marketing, website and social media to grow our market share & revenue while meeting the demands of the ever changing consumer & industry needs.
Technical Development Manager
Elle joined SHARE in November 2017. Her goal is to cement SHARE’s Xplan as the top CRM system of its type in NZ, and also to ensure that SHARE advisers are making the most of this tool. Her diverse background includes running TV channels, procurement and marketing support - and more recently technical development work for Fidelity Life. Along with her husband, Dan, Elle also runs two businesses, including holiday home rentals across NZ and importing Italian wine.
Dale de Graaf
Dale joined SHARE in January 2018. He has spent 17 years in the corporate field as a company accountant and in public practice as a senior accountant. Dale's financial, management accounting, tax and accounting systems development expertise ranges across building, tourism, health, I.T and investments. He is a mentor for Live the Dream – a start-up incubator for young people who want to make a positive change in the world.
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SHARE advisers offer specialist advice in life and trauma insurance, income protection, health insurance, and business and ACC insurance.
Talk to a SHARE adviser about planning for your retirement, your current investment options, or helping to get the best out of your KiwiSaver account.
What are my mortgage requirements, how do they work? And how do I safeguard my home with mortgage protection insurance?