Our Advisers - Auckland
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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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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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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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Claire is based out of the SHARE General office (formerly known as Seneca Group) in Auckland and provides advice on general insurance for commercial clients across New Zealand. With a passion for the right advice Claire assist clients across complex liability and professional indemnity needs for the...
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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....
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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...
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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 ...
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Physical Address: Unit 1, 4 Orbit Drive, Rosedale
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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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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...