Auckland

Andrew Kerr
Financial Adviser - FSP102606

I have had a varied career in the financial services industry since 1974, initially as an Adviser and then in sales & marketing management before becoming an Adviser again and founding Seneca Group in 1996.

I really enjoy helping individuals, families & businesses put practical risk management plans in place for your needs & budget across Life, Trauma, Disability, Income Protection & Health insurance. My advice & solutions from a range of insurers is backed by independent research and being there at claim time is a vital part of my approach.

As an experienced Authorised Financial Adviser & Level 5 qualified I can assist with your Kiwisaver plan and investment & retirement plans.

Advice for businesses in the areas of Key Person, Business Succession and Employee benefits forms an important part of what I do.  As a Director & owner of Seneca Financial Services Ltd & Seneca Insurance Brokers Ltd (both t/a SHARE) my own business experience is a valuable asset to clients.

I believe strongly in the value of advice – Advice Matters – and take pride in demystifying what can be a scary, complex area from your perspective.  I’m supported by an experienced client service team of Frances, Liz & Glenys as well as my colleague Len Oughton who specialises as a Mortgage & Risk Adviser

Our business incorporates a Fire & General Insurance team of 9 providing broking advice & service across client’s needs for home, contents, vehicle, boat, travel, commercial, business, liability, marine and cyber insurance.  This team supports a number of other Financial Advisers also.

Outside of work family, grandchildren & pets bring joy to Glenys & I.  We enjoy cycling, travelling and watching many sports.  Sport has played a big part of my life as a participant, coach & administrator, especially surf lifesaving & water polo. My community involvement has ranged across these as well as Church, Education, Helicopter Rescue and Sports Chaplaincy.   I spent 3 years on the Board of the Professional Advisers Association NZ (now Financial Advice NZ) and am a current Trustee for two charitable Trusts, the Steadfast NZ Foundation and the PAA Legacy Trust.

I look forward to any opportunity to assist you with your financial advice needs.

Physical Address:

C4 – 72 Apollo Drive, Mairangi Bay, Auckland 0632