Our Advisers - Auckland
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Cathy is a Financial Adviser with over 20 years experience in the Financial Services industry. She is passionate about growing her client’s wealth by providing good, sound advice on investments and KiwiSaver products. Her focus is on retirement planning and she also enjoys interacting with clients...
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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...
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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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Alan Fleet is a professional and experienced insurance risk and mortgage adviser with more than 25 years’ of knowledge and experience. His expertise lies in Personal and Business Insurance, and he strives to make sure his clients gain a fair deal. Alan is exceptionally competent at resolving probl...
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In my personal life, insurance has played a vital part to where I am today and the passion I have for my faith, my family (as a husband and a father) and friends has led me to excel in this ever-evolving People industry of insurance. So I’ve made the decision to switch careers in 2006 away from...
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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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Elaine believes that working with people in the role of a trusted adviser is a privilege. With an easy-going style, she will get to know you by listening carefully to your story and by working together, will support you to make sound wealth management and financial planning decisions to suit your ...
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Len has been a Financial Adviser since 2000 his previous work life in Banking and Finance. Len is very client focussed with the advice he provides his clients and specialises in arranging Loan Finance and Risk Insurance. Outside of work Len's passion is Harness Racing and he is currently o...
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Keren has been in the insurance and financial services industry for 28 years and works in both the Auckland and Whangarei district areas. Keren specialises in the small to medium business markets and has completed business insurance qualifications through Adviserlink & Massey University. She ...
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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 manag...
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Laurence is a Financial Adviser with extensive experience in the financial services industry. His career has included regional sales management and senior management positions within a number of large organisations. Prior to joining SHARE, Laurence led the Life and Health division for one of New Zea...
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Russel is a Financial Adviser and works out of the SHARE Albany office. Having moved to NZ over 23 years ago with his young family Russel lives in Albany and has been in business and has owned his own business for the past 19 years. Russel is firm believer in having Insurance and he and his famil...