Our Advisers - Auckland
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Physical Address: Unit 1, 4 Orbit Drive, Rosedale
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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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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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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 ... -
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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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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Laurence is a Registered 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...
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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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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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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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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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