Our Advisers
-
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...
-
Martin has owned and operated his own mortgage advisory and financial service business since 1989. Prior to this he worked for ten years in the finance industry including holding senior positions with General Finance and AGC in New Zealand and Alex Lawrie Factors in England. He was an inaugural memb...
-
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...
-
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 ...
-
I have spent a significant amount of time in the banking industry, working for three of the big four banks, in a variety of roles, with my last role focusing on home ownership. One thing I have always been passionate about is listening to you as a client and making sure that I understand your fina...
-
Josh is a Financial Adviser specialising in personal insurances and KiwiSaver. His focus is ensuring that his current and new clients are informed and educated along the advice giving process. Josh has been running his business for 4 ½ years and as a younger adviser in his field is in it for the lo...
-
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 ...
-
Hey. Thanks for reading this. Reading this makes you an especially important person. It means you are either a client, or perhaps want to be one. In our view that makes you the most important person in our business. We put the client at the top of the tree. The centre of our universe. Without our cl...
-
Tracey has been a Financial adviser since 2002, specialising in Risk Insurance Protection for individuals and families as well as providing risk solutions for Business Partners. Her area of expertise is in Personal and Business Risk Insurance and now more recently Microbusiness Risk Management. This...
-
Paul has been offering financial advisory services for over 25 years across Personal Risk Insurance, Fire & General Insurances, Investments, KiwiSaver, Mortgages and Income Tax after having obtained several qualifications to provide full financial advice. This has enabled Paul to establish a mor...
-
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...
-
Keren has been in the financial service industry since 1982. With qualifications through Adviserlink and Massey University, she specialises in small to medium business markets from Auckland through to Whangarei. She works collaboratively with ACC to help clients structure their full business insu...