Our Advisers
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I am a Financial Adviser with over 20 years experience and are deeply passionate about helping clients protect what’s important to them and assisting in their wealth creation. Having completed previous roles as a self employed broker, within Life companies and the BNZ, I am perfectly positioned ...
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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...
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Mark has more than 30 years of high-level financial experience giving him a deep understanding of business and finance and an ideal foundation for his work as a Financial Adviser. For the past eight years Mark has been specialising as an insurance adviser. He is dedicated to learning about his cl...
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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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Jonathan is a Financial Adviser who is based in Auckland and travels to Christchurch regularly. Jonathan has over 11 years’ experience in the financial advice profession and has a Master’s in Finance & Management and is a Certified Financial Planner, CFPcm. Prior to joining SHARE Jonathan...
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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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Hi I'm Fiona Keenan, back in 1998 I found my calling, helping people protect what matters most to them. I am well known by my clients as “My Insurance Lady”. Predominately an agribusiness and business insurance specialist, I understand what matters most to businesses and business owners, fa...
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Specialist in Providing Peace of Mind and Creating Strategies for Life I work with people who live differently. People who take charge of their own destiny or are wanting to. They are mostly business owners, professionals, and families who aspire to something more. My approach...
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(10th September 1965 to 4th March 2024) – Rest in Peace It is with great sadness and a heavy heart that we bid farewell to Russel on 4 March 2024. Russel, was a long-standing SHARE adviser, a shareholder, colleague, and friend to us all. His commitment to his role as a fi...
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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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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 ...