Our Advisers - Auckland
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Physical Address: Unit 1, 4 Orbit Drive, Rosedale
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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... -
Tracey is based out of the SHARE General office (formerly known as Seneca Group) in Auckland and provides advice on general insurance for both business and personal clients. With over 10 years’ experience in motor vehicle insurance, Tracey is passionate about vehicles in all shapes and sizes. F...
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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...
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Jerren works alongside the SHARE General team (formerly known as Seneca Group) providing advice to both business and personal clients for their general insurance requirements. With an incredible passion for looking after clients, Jerren is an integral part of the team assisting all our advisers a...
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Mark is a qualified accountant and Registered Financial Adviser with a broad range of commercial business experience. Since joining the financial advisory industry in 2011 Mark has assisted many self-employed clients to establish appropriate risk management plans to ensure they are well covered in r... -
Georgina is based out of the SHARE General office (formerly known as Seneca Group) in Auckland and provides advice on general insurance for both business and personal clients. After 9 years working as an underwriter Georgina decided it was time to join the team at SHARE and broaden her scope of a...
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Sam leads the SHARE General team (formerly known as Seneca Group) made up of a variety of specialist brokers working together for an ever-broadening client base. As a specialist commercial insurance broker, Sam uses his broad experience across manufacturing, construction and logistics to work wit...
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Heejun works alongside the SHARE General team (formerly known as Seneca Group) providing advice to both business and personal clients for their general insurance requirements. Having worked internationally Heejun has experience in both the hospitality and tourism industries and he enjoys working ...
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Dave Lim is a well known as a broker, who is prepared to do what it takes to help people out! Dave brings over 20 years of lending experience and is proud to be working with clients every step of the way - from understanding their financial and risk needs, through to providing tailor made solutio...
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John is a qualified accountant who has spent over 16 years in accounting roles in New Zealand and the United Kingdom. Over the last 30 years John has been in the Insurance and Financial Services Industry. John works closely with his clients, and their professional advisors, being doctors, account...
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