Our Advisers - Auckland
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I’ve experienced insurance first hand in my personal life and that has played a vital part to where I am today. The passion I have for my faith, friends, and my family, both as a husband and a father, has led me to excel in this ever-evolving People industry of insurance. So I’ve made the dec...
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Keren has been in the financial service industry since 1982. With qualifications through Adviserlink and Massey University, she specialises in small to medium business markets from Auckland through to Whangarei. She works collaboratively with ACC to help clients structure their full business insu...
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Aaron has been in the Insurance Industry for over 20 years, having joined after a sporting career that saw him race around the world, but one that also set up the foundations for both his corporate career at major insurers and his advice methodology. Aaron’s philosophy works on a couple of princip...
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Hey there! I’m Todd Allan – Financial Adviser. My life insurance journey began in 2002 when I stumbled upon it whilst finishing my Diploma in IT. Little did I know over 20 years later I’d become a huge advocate for the support the industry provides to the people of New Zealand. I’ve been ...
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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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I joined the financial services industry in 2019 following a claim I had made on my own insurance policy during my stint in the construction industry as a qualified builder. At this time, I saw the value in having the correct insurance policy in place to ensure the financial stability of my family d...
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I am a dedicated and experienced insurance professional with a passion for helping individuals and businesses protect what matters most. With 16 years in the finance industry, I have honed my expertise in various insurance products. I am a financial adviser and part owner of JWG Insurance Ltd, tr...
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Cathy is a Financial Adviser with more than 20 years experience in the Financial Sector. Having earned her National Certificate in Financial Services Level 5, she provides her clients with the best advice on products tailored to their individual needs. Cathy’s area of expertise is retirement plann...
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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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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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(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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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...