Our Advisers - Dunedin
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Marcus is a qualified Financial Adviser, obtaining his NZ Certificate in Financial Services specializing in investment services and Life and Health insurance. Marcus also gained his qualification in New Zealand as a registered New Zealand Nurse. He has valuable experience in businesses where he ...
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Rowan has been a Financial Adviser (formerly known as an Authorised Financial Adviser) since 2005. He is a member of Financial Advice New Zealand (FANZ) earning the ‘Trusted Adviser’ mark and meets the ongoing requirements of the Financial Markets Authority (FMA). Rowan is passionate about ... -
A founding adviser of SHARE Otago (formerly The Highland Group), I have been in the industry since 1988 and am a member of Financial Advice NZ. I am also an Associate Life Underwriter of the Institute of Financial Advisers and have achieved the status of Financial Adviser. Prior to SHARE, I man...
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Hey. Thanks for reading this. Reading this makes you an especially important person. It means you are either a client, or perhaps want to be one. In our view that makes you the most important person in our business. We put the client at the top of the tree. The centre of our universe. Without our cl... -
I am a Financial Adviser providing advice on:
- Life Insurance
- Income Protection/Mortgage Protection Insurance
- Trauma/Critical Illness Insurance
- Total and Permanent Disablement Insurance
- Heath/Medical Insurance
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I am a Financial Adviser and a member of Financial Advice NZ. I have been in the Insurance industry since 1992 and I am the Director of Michael White Financial Services Limited. Prior to this, I completed my Bachelor of Commerce majoring in Accounting at the University of Otago graduating in 199...
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Hi I'm Fiona Keenan, back in 1998 I found my calling, helping people protect what matters most to them. I am well known by my clients as “My Insurance Lady”. Predominately an agribusiness and business insurance specialist, I understand what matters most to businesses and business owners, fa...
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Sally Teasdale is a Financial Adviser and is based in the SHARE Dunedin office with SHARE advisers Richard Thomas, Rowan Shanks and Josh Cuttance. She is a member of Financial Advice NZ. Figuring out what type and how much insurance you need to protect yourself and your family can be mind boggling! ...
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Josh is a Financial Adviser and specialises in personal insurances. He has a passion for creating workable solutions for clients by discussing and recommending appropriate options to cover risk. The insurance world is made complicated by extensive jargon and terminology. Josh takes an educational...
Insurance 
Investments 
KiwiSaver 
Fire & General 
