Our Advisers
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Stephen has been working with his clients for 35 years, having started his business in July 1978. As a long-time member of the Professional Advisers Association (now part of Financial Advice NZ), he also served as a Board Member for a five year term. Claire Percy is our Operations Manager and als...
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Richard Bradshaw joined SHARE in 2016 and is a Financial Adviser. He has been providing financial services advice in Hawkes Bay for over 30 years. Richard works mostly with businesses and business owners, farming families and companies servicing the rural sector. With various business interests in t...
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Adam is a Financial Adviser committed to growing and protecting his client’s wealth. After a career in banking Adam joined SHARE and has been in the financial service industry since 2009. Adam provides a customised service to protect individuals, families, companies and shareholders. Worki...
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James is a 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. James also ... -
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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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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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... -
Mark Woolford is a Financial Adviser. Mark is a Risk Specialist and has been in the in industry since 1991. After having 12 months out of the Financial Services industry, Mark has joined SHARE eager to assist business owners and professionals with all their insurance needs. At age 30, Mark initia...
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Cathy is a Financial Adviser with over 20 years experience in the Financial Services industry. She is passionate about growing her client’s wealth by providing good, sound advice on investments and KiwiSaver products. Her focus is on retirement planning and she also enjoys interacting with clients... -
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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Deborah Turnbull has been working in the Financial Services industry since May 2007. She is qualified as a Financial Adviser and specialises in Insurance products and KiwiSaver. Previously Deborah has worked as a Mortgage Broker/Lending Manager. Physical Address: 163 Mary St...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 