Our Advisers

  • Tracey Jones

    Tracey is co-founder of Thomson Jones Mortgages & Insurance with her husband Niel. Tracey’s past experience as a Travel Consultant enabled her to move into the finance industry with ease.  “We could see a need for protection for our mortgage clients and although it was a steep learning ...
    • Insurance
  • Steve Shearer

    Stephen has been working with his clients for 35 years, having started his business in July 1978. He is a long-time member of the Professional Advisers Association, (the PAA), and recently served as a Board Member for a 5 year term. Joanne Dudziak  is the Practice Manager in Wellington and is al...
    • Insurance
  • Ross Laredo

    Ross joined the financial services industry in 2003 after a long career in the apparel industry. Having managed businesses for many years, Ross is a strong believer in professional advice and the need for prudent planning. His many years of business activity reiiforced the need for well structure...
    • Insurance
    • Investments
    • Mortgages
  • Peter Leitch

    Peter has been assisting clients since 1994 and loves helping clients to grow and protect their wealth.  Peter graduated with MA (Hons) from Victoria University of Wellington in 1992.  Peter is an authorised financial adviser and meets the ongoing education requirements of the Financial Markets Au...
    • Insurance
    • Investments
  • Richard Myhre

    Richard joined the insurance industry in 2010, and specialises in risk management advice for self employed people and small businesses. Particular areas of focus are business ownership insurance for shareholders, key person protection, insurance for business liabilities, income protection and ACC le...
    • Insurance
  • Richard Thomas

    Richard is a founding member of SHARE (formerly known as The Highland Group Ltd) and is an Authorised Financial Adviser.  Richard commenced his career in the insurance industry in 1983, and during that career, has won numerous industry awards and accolades. Richard is the Chairman of SHARE NZ Lt...
    • Insurance
  • Paul Cootes

    Paul has been offering financial advice services for 20 years across Personal and Fire & General Insurances, Investments, KiwiSaver, Income Tax and more recently Mortgages. This has enabled Paul to establish a more client focused advice approach rather than sales and to fully understand clients ...
    • Insurance
    • Investments
  • Neil Clarke

    Neil is an Authorised Financial Adviser with many years (26; with 18 years in Auckland) in financial services. Neil works from the SHARE Albany office and lives on the North Shore in Hillcrest. From being a mechanical engineer, it wasn’t a difficult transition to financial services. Attention t...
    • Insurance
    • Investments
  • Neil Schroeder

    B.Agr.Sci, M.Agr.Sci; Ph.D Hi, I’m Neil Schroeder and I’ve been a Life Insurance adviser for over 10 years.  I am an Authorised Financial Adviser (AFA) and registered with the Financial Markets Authority (FSP 64221). I am both a family man and a business owner, and as such enjoy ...
    • Insurance
  • Mark Woolford

    Mark Woolford is a Registered Financial Adviser. Mark is a Risk Specialist and has been in the in industry since 1991. After having 12 months out of the Financial Services industry, Mark has joined SHARE eager to assist business owners and professionals with all their insurance needs. At age 30...
    • Insurance
  • Michael Tranter

    Michael has been in the insurance industry since 1986 after working many years as a Regional Manager for a major grocery trade company and operates his company Southern Assurance Limited. Michael and wife Margaret have four married children and six grandchildren and knows the need for life, traum...
    • Insurance
  • Laurie McCrostie

    “Winner SHARE 2016 Sovereign Sponsor Award” “SHARE Excellence Award 2016” “Gold Ascend Award Winner Sovereign 2016 & 2017” Laurie is co-founder of McCrostie & Wilson Risk Specialists Ltd. She has 28 years experience in the financial services industry, is qualified with N...
    • Insurance