Our Advisers - Auckland
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James is an Authorised Financial Adviser with a long and diverse history in the financial sector. James is based in Tauranga and also works out of the Auckland office on Tuesday and Wednesday. Starting with a degree in Economics, James worked in the Foreign Exchange Markets in the City of London.... -
Alan Fleet is an experienced insurance risk adviser and mortgage broker with 21 years of commitment to the financial services industry. He has been a member of the Professional Advisers Association (now Financial Advice NZ) since 1997 and joined the Northern Region area committee in 1999. He was ... -
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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Mike 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 over 50 years’ experience Mike is an IBANZ Qualified Insurance Broker (QIB) and enjoys working with a broad range of...
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Suzy works alongside the SHARE General team (formerly known as Seneca Group) providing advice to both business and personal clients for their general insurance claims. Having worked previously for a large New Zealand insurer Suzy brings a high level of service to our clients' claims, negotiates w...
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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... -
Russel is a Registered 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 an...
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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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Liam has been in the financial services industry for the past ten years having completed a Bachelor of Business Studies in property and a Post Graduate Diploma in Finance. Liam and his team pride themselves on working with clients from understanding their financial and risk needs, through to prov...
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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...
Insurance 
Investments 
KiwiSaver 
Mortgages 
Fire & General 
