List of Financial Advisers

Of our around 200 members this is the list of TripleA members who have opted to make their details available on this directory. If you are looking for an adviser in your area and one isn't listed on this directory please email admin@TripleA.org.nz or call (04) 499-2902 and administration can put you in touch with your closest adviser.



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Auckland

Althehaiby, Wael — LIFE PLAN LTD

Registered Financial Adviser
Website: http://www.lifeplans.co.nz
Email: will@lifeplans.co.nz
Mobile: 02102919665
Landline: 02102919665
Services offered:
Personal Insurance
Business Insurance
Kiwisaver
Financial & retirement planning

Ashton, Philip — Rutherford Rede Limited

Email: pashton@rutherfordrede.co.nz
Landline: 093613670
Services offered:
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions

Baker, Christopher — REKAB Services Ltd

Registered Financial Adviser
Email: chrisbakernz@gmail.com
Mobile: 0275231484
Landline: 0275231484
Services offered:
Personal Insurance
Business Insurance
Direct investments

Beetham, Radhika — Camelot NZ Limited

Registered Financial Adviser
Website: http://camelotgroup.co.nz/
Email: radhika.beetham@camelotgroup.co.nz
Mobile: 021560600
Landline: 021560600
Services offered:
Personal Insurance
Kiwisaver

Cameron, Bruce — Camelot NZ Limited

Authorised Financial Adviser
Website: http://www.camelotgroup.co.nz/
Email: bruce.cameron@camelotgroup.co.nz
Mobile: 021752670
Landline: 096317748
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Chand, Nevil — Evolve

Registered Financial Adviser
Website: http://www.evolving.co.nz
Email: nevil@evolving.co.nz
Mobile: 0211494985
Services offered:
Personal Insurance

Cleary, Grant — Cleary Wealth Management

Website: http://www.cleary.co.nz
Email: grant@cleary.co.nz
Mobile: 021 928 548
Landline: 09 3795507
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning

Crawford, Nicholas — The Private Office

Authorised Financial Adviser
Email: nick@theprivateoffice.co.nz
Mobile: 0212626674
Landline: 09 303 1297
Services offered:
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions

Currey, Adam — Currey Financial Services Ltd

Email: adam@curreyfinancial.co.nz
Mobile: 027 221 4094
Landline: (09) 525 7022
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Budgeting, debt & cash management

Davies, Jim — Jim Davies Financial Services

Registered Financial Adviser
Email: Jimdavies@xtra.co.nz
Mobile: 0274 943 143
Landline: (09) 415 9910
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Ford, Henry — Rutherford Rede (Akld) Ltd

Email: hford@rutherfordrede.co.nz
Mobile: 027 710 2203
Landline: 09 3075695
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Financial & retirement planning
Pensions

Glasse, Sheryl — It Happens Ltd

Authorised Financial Adviser
Website: http://www.ithappens.co.nz
Email: sglasse@ithappens.co.nz
Mobile: 027 474 7755
Landline: 09 376 0069
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver

Greenwood, Paul — Accent Insurance Brokers Limited

Registered Financial Adviser
Website: http://www.accentinsurance.co.nz
Email: Paul.Greenwood@accentinsurance.co.nz
Mobile: 0274797866
Landline: 09-5518873
Services offered:
Personal Insurance
Business Insurance

Hatton, Theresa — Hatton Financial Services Ltd

Authorised Financial Adviser
Email: theresa@hattonfinancial.co.nz
Mobile: 0274444038
Landline: 09 626 2286
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Hooker, Leonela — LIFE PLAN LTD

Registered Financial Adviser
Website: http://www.lifeplans.co.nz
Email: leonela@lifeplans.co.nz
Mobile: 0274464143
Landline: 0800 222 414
Services offered:
Personal Insurance
Business Insurance

Knight, Richard — Rutherford Rede

Registered Financial Adviser
Email: richard.knight@rutherfordrede.co.nz
Mobile: 021 204 8591
Landline: 09 361 4678
Services offered:
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions

Macabagdal, Jimmy — LIFE PLAN LTD

Registered Financial Adviser
Website: http://www.lifeplans.co.nz
Email: jimmy@lifeplans.co.nz
Mobile: 027 7144888
Landline: 0800 222414
Services offered:
Personal Insurance

McLay, Ian — McLay & Co - Lodestar

Email: ian.mclay@fmg.co.nz
Mobile: 027 222 8671
Landline: 027 222 8671
Services offered:
Personal Insurance
Business Insurance

Myers, Trevor — Myers Financial Services Ltd

Authorised Financial Adviser
Email: tmyers@slingshot.co.nz
Mobile: 027 6631907
Landline: 027 6631907
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Newenham, Stephen — Cheltenham Financial Services

Email: steve@cheltenhamfs.co.nz
Mobile: 0274 790 320
Landline: 096388870
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Oo, Yupar — Currey Financial Services Ltd

Website: http://www.curreyfinancial.co.nz
Email: yupar@curreyfinancial.co.nz
Mobile: 021 255 8379
Landline: 09 525 7022
Services offered:
Personal Insurance
Business Insurance
Kiwisaver
Financial & retirement planning

Perry-Ellison, Nicole — Rutherford Rede Limited

Registered Financial Adviser
Email: nperryellison@rutherfordrede.co.nz
Landline: 093613670
Services offered:
Kiwisaver

Peterson, Laetitia — The Private Office

Authorised Financial Adviser
Email: laetitia.peterson@theprivateoffice.co.nz
Mobile: 021 625 321
Landline: 09 303 1299
Services offered:
Investment Advice
Kiwisaver
Financial & retirement planning

Seton, Geoff — Seton Financial Advice

Registered Financial Adviser
Website: http://www.setonfinancialadvice.co.nz
Email: geoff@setonfinancial.co.nz
Mobile: 027 451 1176
Landline: 09 3580300
Services offered:
Personal Insurance
Business Insurance

Temm, Nicholas — Currey Financial Services Ltd

Registered Financial Adviser
Website: http://www.curreyfinancial.co.nz
Email: nicholas@curreyfinancial.co.nz
Mobile: 0272 31 32 33
Landline: 09 525 7022
Services offered:
Personal Insurance
Business Insurance
Mortgages

Tobin, Jeff — Tobin Insurances Services

Registered Financial Adviser
Website: http://www.tobininsuranceservices.co.nz
Email: jeff@tobininsuranceservices.co.nz
Mobile: 027 496 3144
Landline: 09 412 5997
Services offered:
Personal Insurance
Business Insurance

Weatherall, Jocelyn — Rutherford Rede Limited

Website: http://www.rutherfordrede.co.nz
Email: jweatherall@rutherfordrede.co.nz
Mobile: 0272241748
Landline: 093613670
Services offered:
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Winstone, Jonathan — Pearce Financial Services Ltd

Email: jwinstone@bpfs.co.nz
Mobile: 021626898
Landline: 09 529 1912
Services offered:
Personal Insurance

Bay Of Plenty

Dowsett, James — Jim Dowsett & Associates Ltd (trading as Share)

Authorised Financial Adviser
Website: http://sharenz.com
Email: jim.dowsett@sharenz.com
Mobile: 021576539
Landline: 07 929 7376
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Pensions

Haughey, Brendon — Haughey Insurances

Website: http://haugheyinsurances.co.nz
Email: haugheyinsurances@clear.net.nz
Mobile: 027 497 1929
Landline: 07 5780399
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Puddle, Bruce — Bruce Puddle Insurance

Registered Financial Adviser
Email: bpuddle@ihug.co.nz
Mobile: 027 477 5763
Landline: 07 578 9191
Services offered:
Personal Insurance
Business Insurance

Scrivener, Graeme — FinancialCompass Ltd

Authorised Financial Adviser
Email: graeme@financialcompass.co.nz
Mobile: 0274 782650
Landline: 07 3470828
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Canterbury

Austin, Richard — Cambridge Partners Ltd

Authorised Financial Adviser
Website: http://www.iq2wealth.co.nz
Email: richard.austin@iq2wealth.co.nz
Mobile: 0275 333-615
Landline: 03 928-1958
Services offered:
Investment Advice
Direct investments
Financial & retirement planning

Beazley, Graeme — Pegasus Bay Brokers

Email: graemebeazley@xtra.co.nz
Mobile: 0274 718 135
Landline: (03) 3839508
Services offered:
Personal Insurance
Business Insurance

Benton, Stephen — Rede Advisers Christchurch

Website: http://rede.co.nz
Email: steve_benton@rede.co.nz
Mobile: 027 205 2130
Landline: 03 964 4207
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions

Bradley, Philippa — Cambridge Partners Ltd

Registered Financial Adviser
Website: http://www.bnl.co.nz
Email: pip@bnl.co.nz
Mobile: 0211763579
Landline: (03) 364 9119
Services offered:
Personal Insurance
Business Insurance

Carrodus, Neville — Pegasus Bay Brokers

Email: neville.car@xtra.co.nz
Mobile: 027 437 0555
Landline: 03 3589171
Services offered:
Personal Insurance
Business Insurance

Clucas, Grant — Grant Clucas Ltd

Registered Financial Adviser
Email: grantclucas@xtra.co.nz
Mobile: 0274396399
Landline: 03 377 2232
Services offered:
Personal Insurance

Davis, Haylee — Sorted For Life

Registered Financial Adviser
Website: http://www.sortedforlife.co.nz
Email: haylee@sortedforlife.co.nz
Mobile: 0272219444
Landline: 036884400
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Edwards, Timothy — Forsyth Barr

Authorised Financial Adviser
Email: timothy.edwards@forsythbarr.co.nz
Mobile: 027 4546123
Landline: 03 307 9541
Services offered:
Personal Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning

Harris, Phil — Camelot NZ Limited

Website: http://www.camelotgroup.co.nz
Email: phil.harris@camelotgroup.co.nz
Mobile: 027 5670660
Landline: 03 3667057
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Kilworth, Scott — Kilworth Financial Ltd

Registered Financial Adviser
Email: scott@kilworths.co.nz
Mobile: 0212280016
Landline: (03) 307 8000
Services offered:
Personal Insurance
Business Insurance

Kilworth, Jason — NZ Lifebrokers

Email: jason@nzlifebrokers.co.nz
Mobile: 0212214065
Landline: 039437001
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Kilworth, Brian — Kilworth Holdings Ltd

Registered Financial Adviser
Email: brian@kilworth.co.nz
Mobile: 021 228 0018
Landline: 03 307 8000
Services offered:
Personal Insurance

Luke, David — Pilgrim Financial Services Ltd

Registered Financial Adviser
Email: pilgrimconsultants@gmail.com
Mobile: +642102297560
Landline: +642102297560
Services offered:
Personal Insurance
Business Insurance

Mander, Stephen — Cambridge Partners Ltd

Authorised Financial Adviser
Website: http://www.iq2wealth.co.nz
Email: steve.mander@iq2wealth.co.nz
Mobile: 021 2294298
Landline: 03 928 1957
Services offered:
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning

O'Donnell, Mark — Canterbury Financial Services

Website: http://wwwcfslimited.co.nz
Email: mark@cfslimited.co.nz
Mobile: 0274 356 177
Landline: 03 313 9200
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions
DIMS

O'Rourke, Gerard — Unity Assurance Brokers

Registered Financial Adviser
Email: gerard@unityassurance.co.nz
Landline: 03 3847245
Services offered:
Personal Insurance

O'Rourke, Kevin — Unity Assurance Brokers

Email: km_orourke@xtra.co.nz
Mobile: 021 674117
Landline: 03 384 7245
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Pope, Chris — Chris Pope & Associates

Authorised Financial Adviser
Email: chris@cpaa.co.nz
Mobile: 0274 338221
Landline: 03 358 9172
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Pope, Gemma — Chris Pope & Associates

Authorised Financial Adviser
Email: gemma.pope@yahoo.com.au
Mobile: 027 2466107
Landline: (03) 358 9172
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Rainey, Scott — Cambridge Partners Ltd

Authorised Financial Adviser
Email: scott@bnl.co.nz
Mobile: 021983597
Landline: (03) 364 91119
Services offered:
Investment Advice
Direct investments
Financial & retirement planning

Scott, John — Pegasus Bay Brokers

Email: jrscott2@clear.net.nz
Mobile: 00000000000
Landline: 03 3294930
Services offered:
Personal Insurance
Business Insurance

Sequeira, Steven — ARK Financial Group Ltd

Email: steven@arkfg.co.nz
Mobile: 027 530 8787
Landline: (03) 360 2001
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Shaw, Robert — At Ease Insurance Ltd

Email: robateaseinsuranceltd@xtra.co.nz
Mobile: 021 633 684
Landline: 03 312 9697
Services offered:
Personal Insurance
Business Insurance

Shears, Michael — Rede Advisers Christchurch

Website: http://www.rede.co.nz
Email: michael_shears@rede.co.nz
Mobile: 021310241
Landline: (03) 9644207
Services offered:
Personal Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Stevenson, Timothy — Oneway Investments Ltd

Email: tim@arkfg.co.nz
Mobile: 027 255 1103
Landline: (03) 360 2001
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Thompson, Brian — Pegasus Bay Brokers

Registered Financial Adviser
Email: brian.thompson@xtra.co.nz
Landline: 03 352 9423
Services offered:
Personal Insurance

Thompson, Ewan — Central Insurance Ltd

Registered Financial Adviser
Email: ewan@central-insurance.co.nz
Mobile: 027 276 2376
Landline: 03 347 7281
Services offered:
Personal Insurance
Business Insurance

van Gruting, Vorster — Accent Insurance Brokers Limited

Registered Financial Adviser
Website: http://www.accentinsurance.co.nz
Email: foster@accentinsurance.co.nz
Mobile: 0212643553
Landline: 0212643553
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Wenborn, Matthew — Camelot NZ Limited

Registered Financial Adviser
Website: http://www.camelotgroup.co.nz
Email: matt.wenborn@camelotgroup.co.nz
Mobile: 021 190 1504
Landline: 03 366 7057
Services offered:
Personal Insurance
Business Insurance

Wescombe, Stephen — ARK Financial Group Ltd

Email: stephen@arkfg.co.nz
Mobile: 027 430 7336
Landline: (03) 360 2001
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Wolt, Jacob — Cambridge Partners Ltd

Authorised Financial Adviser
Email: jacob@bnl.co.nz
Landline: (03) 364 9119
Services offered:
Investment Advice
Direct investments
Financial & retirement planning

Gisborne

Abrahams, Anthony — First Light Insurance

Authorised Financial Adviser
Email: andy.abrahams@sharenz.com
Mobile: 0273381552
Landline: 06 8687471
Services offered:
Personal Insurance
Business Insurance

Hawke's Bay

Bradshaw, Richard — SHARE

Email: Richard.bradshaw@sharenz.com
Mobile: 027 4981505
Landline: (06) 870 7533
Services offered:
Personal Insurance
Business Insurance

Cole, Jeremy — Cole Murray Group Ltd

Authorised Financial Adviser
Website: http://www.colemurray.co.nz
Email: jeremy.cole@colemurray.co.nz
Mobile: 027 481 9085
Landline: (06) 870 7050
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Daulby, Sue — Cole Murray Group Ltd

Registered Financial Adviser
Email: susan.daulby@colemurray.co.nz
Landline: (06) 870 7050
Services offered:
Personal Insurance

Floyd, Anthony — Cole Murray Group Ltd

Registered Financial Adviser
Email: anthony.floyd@colemurray.co.nz
Mobile: 021 477 435
Landline: (06) 870 7050
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Fraser, Ian — Cole Murray Group Ltd

Registered Financial Adviser
Website: http://www.colemurray.co.nz
Email: ian.fraser@colemurray.co.nz
Mobile: 0275225311
Landline: 06 8707050
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

MacDonald, Brad — Stewart Group

Registered Financial Adviser
Email: brad@stewartgroup.co.nz
Landline: 068788961
Services offered:
Personal Insurance
Kiwisaver

McConnachie, Georgia — Cole Murray Group Ltd

Website: http://www.colemurray.co.nz
Email: georgia.mcconnachie@colemurray.co.nz
Mobile: 0224273813
Landline: (06) 870 7050
Services offered:
Kiwisaver

Murray, Michael — Cole Murray Group Ltd

Authorised Financial Adviser
Website: http://www.colemurray.co.nz
Email: mike.murray@colemurray.co.nz
Mobile: 0272446660
Landline: 06 870 7050
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions
Mortgages
Home equity release

Parkes, Bonnie — Cole Murray Group Ltd

Authorised Financial Adviser
Website: http://www.colemurray.co.nz
Email: bonnie.parkes@colemurray.co.nz
Landline: (06) 8707050
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Rorke, Taryn — Cole Murray Group Ltd

Website: http://www.colemurray.co.nz
Email: taryn.rorke@colemurray.co.nz
Mobile: 022 066 7016
Landline: 06 8707050
Services offered:
Kiwisaver

Sowman, Mark — Sowman & Associates

Email: mark@sowmanassociates.co.nz
Mobile: 0272442085
Landline: (06) 870 3590
Services offered:
Personal Insurance
Business Insurance

Stewart, Don — Stewart Group

Email: don@stewartgroup.co.nz
Mobile: 021 424418
Landline: 06 8788961
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions
Budgeting, debt & cash management
Home equity release

Stewart, Nick — Stewart Group

Authorised Financial Adviser
Email: nick@stewartgroup.co.nz
Landline: 06 878 8961
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning

Trillo, Glen — Stewart Group

Authorised Financial Adviser
Website: http://www.stewartgroup.co.nz
Email: glen@stewartgroup.co.nz
Mobile: 0275889934
Landline: 068788961
Services offered:
Personal Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions

Vossen, Trudi — Stewart Group

Registered Financial Adviser
Website: http://www.stewartgroup.co.nz
Email: trudi@stewartgroup.co.nz
Landline: 06 878 8961
Services offered:
Personal Insurance
Business Insurance

Waldon, Graham — Insurance & Investment Services

Website: http://www.insureandinvest.co.nz
Email: norm@insureandinvest.co.nz
Mobile: 0274 852035
Landline: 06 8788680
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Pensions

Manawatu-Wanganui

Baylis, Ian — Constructaplan Limited

Authorised Financial Adviser
Website: http://www.constructaplan.co.nz
Email: ian@constructaplan.co.nz
Mobile: 0274 484 705
Landline: 06 3578282
Services offered:
Personal Insurance
Business Insurance

Harkness, Blair — Camelot NZ Limited

Authorised Financial Adviser
Website: http://camelotgroup.co.nz/
Email: blairharkness@hotmail.com
Mobile: 0211116006
Landline: 06 355 2508
Services offered:
Personal Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Haumaha, Scott — TailoredNZ Ltd

Registered Financial Adviser
Email: scott@tailorednz.co.nz
Landline: 063570640
Services offered:
Kiwisaver

Hopcroft, Rosemary — TailoredNZ Ltd

Authorised Financial Adviser
Email: rosemary@tailorednz.co.nz
Landline: (06)3570640
Services offered:
Investment Advice
Kiwisaver
Financial & retirement planning

Phillips, Adrian — Phoenix Adviser Group Ltd

Registered Financial Adviser
Email: adrian@phoenixadvisergroup.co.nz
Landline: 021487497
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Woolford, Mark — woolford insurance

Authorised Financial Adviser
Email: mark.woolford@sharenz.com
Mobile: 0212464071
Landline: 0212464071
Services offered:
Personal Insurance
Business Insurance

Nelson

Borlase, Warren — Warren Borlase Insurance & Financial Planning

Registered Financial Adviser
Email: warren@warrenborlase.co.nz
Landline: (03)548 2339
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver

Dawson, James — Camelot NZ Limited

Email: james.dawson@camelotgroup.co.nz
Mobile: 021549091
Landline: (03) 548 9090
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Johns, Doug — Bradley Nuttall Nelson Ltd

Email: doug@bnl.co.nz
Mobile: 021522434
Landline: 03 539 4240
Services offered:
Investment Advice
Direct investments
Financial & retirement planning

Ogilvie, Peter — Ogilvie Financial Solutions Ltd

Authorised Financial Adviser
Email: peter.ogilvie@plus4.co.nz
Mobile: 0274477275
Landline: 035487979
Services offered:
Personal Insurance
Business Insurance

Rickards, Peter — Six Step Financail Services Limited

Authorised Financial Adviser
Website: http://www.plus4.co.nz
Email: peter@sixstep.co.nz
Mobile: 027 5444558
Landline: 03 5482219
Services offered:
Personal Insurance
Business Insurance
Kiwisaver
Financial & retirement planning

Northland

Anderson, Robert — North Auckland Insurance Services

Registered Financial Adviser
Email: robanderson@xtra.co.nz
Mobile: 027 480 8979
Landline: 09 435 5605
Services offered:
Personal Insurance
Business Insurance

Perkins, Dean — Reliant Consultants Ltd

Authorised Financial Adviser
Email: deanperkins@xtra.co.nz
Mobile: 027 437 7570
Landline: 09 436 2499
Services offered:
Personal Insurance
Business Insurance
Kiwisaver
Financial & retirement planning

Otago

Keenan, Fiona — Keenan Financial Services Ltd

Registered Financial Adviser
Website: http://www.plus4.co.nz
Email: fiona@plus4.co.nz
Mobile: 0273227799
Landline: 034181111
Services offered:
Personal Insurance
Business Insurance

Moran, Karl — Wealth Protection Specialists Ltd

Authorised Financial Adviser
Email: karl.moran@wealthprotection.co.nz
Mobile: 0275144495
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Papworth, Malcolm — Papworth Financial Advisers

Authorised Financial Adviser
Website: http://bnl.co.nz
Email: Malcolm@bnl.co.nz
Mobile: 027 553 0096
Landline: (03) 443 2427
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Ryder, Bruce — Korimako Insurance Services Ltd

Registered Financial Adviser
Email: bruceryder@xtra.co.nz
Mobile: 021 993 073
Landline: 03 4792441
Services offered:
Personal Insurance

Strang, Colin — Advice First

Authorised Financial Adviser
Website: http://www.advicefirst.co.nz
Email: colin.strang@advicefirst.co.nz
Mobile: 0292787264
Landline: 03 477 5622
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Thorburn, Lindsay — Lindsay Thorburn Insurance Services

Email: lindsay@ltis.co.nz
Mobile: 027 436 0370
Landline: 03 4775821
Services offered:
Personal Insurance
Business Insurance

Southland

Jones, Suzanne — Camelot NZ Limited

Registered Financial Adviser
Website: http://www.camelotgroup.co.nz
Email: sue.jones@camelotgroup.co.nz
Mobile: 0274377295
Landline: 03 2144844
Services offered:
Personal Insurance
Business Insurance

Oliver, Steve — Steve Oliver Financial Services

Authorised Financial Adviser
Website: http://www.sofs.co.nz
Email: steve@sofs.co.nz
Mobile: 021 224 4134
Landline: 03 214 6927
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver

Saunders, Mike — Lifetime Group Ltd

Website: http://www.lifetimegroup.co.nz
Email: mike.saunders@lifetime.co.nz
Mobile: 02 0361 631
Landline: 03 2111178
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Turnbull, Jon — SHARE

Website: http://wwwsharenz.com
Email: jon.turnbull@sharenz.com
Mobile: 021 384 993
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning

Wood, Frank — Forwood for Life

Authorised Financial Adviser
Website: http://forwoodforlife.co.nz
Email: frank@forwood.biz
Mobile: 021733112
Landline: (03) 218 9175
Services offered:
Personal Insurance
Business Insurance

Taranaki

Adams, Rhonda — Adams & Associates

Email: admin@aaii.co.nz
Mobile: 0273494448
Landline: 06 7590933
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver

Harris, Elsie — Rump & Harris Insurance

Email: rumpharris@gmail.com
Mobile: 0274737163
Landline: 06 759 0922
Services offered:
Personal Insurance

Henderson, Andrew — Camelot NZ Limited

Registered Financial Adviser
Website: http://www.camelotgroup.co.nz
Email: andrew.henderson@camelotgroup.co.nz
Mobile: 021745339
Landline: 067695090
Services offered:
Personal Insurance

McEldowney, Bryce — Adams & Associates

Email: bryce@aaii.co.nz
Mobile: 027 2305686
Landline: 06 7590933
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions

Rump, Colin — Rump & Harris Insurance

Authorised Financial Adviser
Email: rumpharris@gmail.com
Mobile: 0274 535 324
Landline: 06 759 0922
Services offered:
Personal Insurance

Waikato

Church, Carey — Moneyworks NZ Ltd

Website: http://www.moneyworks.co.nz
Email: carey@moneyworks.co.nz
Mobile: 025 240 8222
Landline: 07 386 8621
Services offered:
Personal Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions

Dobson, Brian — Dobson Insurance Services

Registered Financial Adviser
Email: bdobbie@xtra.co.nz
Mobile: 0274841647
Landline: (07) 855 5255
Services offered:
Personal Insurance
Business Insurance

Gatley, John — John Gatley & Associates Ltd

Registered Financial Adviser
Email: info@gatley.co.nz
Mobile: 021 242 8539
Landline: 07 849 8019
Services offered:
Personal Insurance
Business Insurance

Hennessey, Jason — InsuranceBASE

Registered Financial Adviser
Website: http://www.insurancebase.co.nz
Email: jason@insurancebase.co.nz
Mobile: 021735905
Landline: 078390244
Services offered:
Personal Insurance
Business Insurance

Sharp, Leon — Insurance Plus

Email: leon-sharp@xtra.co.nz
Mobile: 027-2741426
Landline: 07-8637239
Services offered:
Personal Insurance
Business Insurance

Singer, Craig — InsuranceBASE

Registered Financial Adviser
Website: http://www.insurancebase.co.nz
Email: craig@insurancebase.co.nz
Mobile: 0212968348
Landline: 078390244
Services offered:
Personal Insurance
Business Insurance

Wairarapa

Sale, Steve — Steve Sale Insurance

Website: http://www.ssinsure.co.nz
Email: steve@ssinsure.co.nz
Mobile: 027 4108534
Landline: 06 370 1904
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions
Mortgages

Wellington

Ashby, John — john.ashby@lifetime.co.nz

Authorised Financial Adviser
Email: john.ashby@lifetime.co.nz
Mobile: 021 755 458
Landline: (04) 499 1515
Services offered:
Personal Insurance
Business Insurance

Atkinson, John — Sterling Pension Transfers

Authorised Financial Adviser
Email: john@sterlingpensions.co.nz
Mobile: 027 209 4617
Landline: 04 298 6561
Services offered:
Personal Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions
Budgeting, debt & cash management

Berghorst, Chane — Camelot NZ Limited

Authorised Financial Adviser
Website: http://www.camelotgroup.co.nz
Email: chane.berghorst@camelotgroup.co.nz
Mobile: 0211312688
Landline: 096317748
Services offered:
Personal Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Beukman, Martin — Camelot NZ Limited

Registered Financial Adviser
Email: martin.beukman@camelotgroup.co.nz
Mobile: 0276677774
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Byrne, Joseph — Camelot NZ Limited

Authorised Financial Adviser
Website: http://www.camelotgroup.co.nz
Email: joe.byrne@camelotgroup.co.nz
Mobile: 021-190-8122
Landline: 04-473-7818
Services offered:
Personal Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions

Cave, Peter — Camelot NZ Limited

Website: http://www.camelotgroup.co.nz
Email: peter.cave@camelotgroup.co.nz
Mobile: 0274 368 675
Landline: (04) 473 7818
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Charlton, Mark — Charlton Quinn & Associates

Registered Financial Adviser
Email: mark@charltonquinn.co.nz
Mobile: 027 231 1373
Landline: 04 235 5557
Services offered:
Personal Insurance
Business Insurance

Cornford, Chris — Cornford Financial

Authorised Financial Adviser
Website: http://www.mackay.co.nz
Email: chrisc@mackay.co.nz
Mobile: 021 671 019
Landline: (04) 570 2233
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Cranfield, Sam — Cranfield Insurance & Investments

Website: http://www.cranfieldgroup.co.nz
Email: sam@cranfieldinvestments.co.nz
Mobile: 0274901960
Landline: (04) 472 1170
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Cranfield, Marcus — Cranfield Insurance & Investments

Authorised Financial Adviser
Email: marcus@cranfieldinvestments.co.nz
Mobile: 021 728178
Landline: (04) 472 1170
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Eggers, David — Charlton Quinn & Associates

Registered Financial Adviser
Email: dave@capitalcitybrokers.co.nz
Mobile: 0274577 795
Landline: (04) 478 9601
Services offered:
Personal Insurance
Business Insurance

Henderson, Neil — Neil Henderson

Email: neil.h@vantagenz.co.nz
Mobile: 027 222 6838
Landline: 04 499 8828
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning

Horvath, Tony — Capital Insurance Brokers Ltd

Registered Financial Adviser
Email: tony@capitalinsurance.co.nz
Mobile: 021 572 723
Landline: 04 473 1263
Services offered:
Personal Insurance
Business Insurance

Jordan, Ian — Jordan Financial Planning Ltd

Email: ian@mackay.co.nz
Mobile: 0210779836
Landline: 04 570 2233
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Kent, Paul — Paul Kent Insurances

Email: paul.kent@pkfs.co.nz
Mobile: 027 4573 928
Landline: 04 473 3515 or 04 473 35111
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

MacKay, Chris — MacKay Financial Advice and Solutions

Website: http://www.mackay.co.nz
Email: chrism@mackay.co.nz
Landline: 045702233
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning
Pensions

Moloney-Geany, Leo — Camelot NZ Limited

Registered Financial Adviser
Email: leo.moloney-geany@camelotgroup.co.nz
Mobile: 0211931715
Landline: 044737818
Services offered:
Personal Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

Osborne, Barry — Financial Risk Solutions

Registered Financial Adviser
Website: http://frs.net.nz
Email: barry@frs.net.nz
Mobile: 027 232 7449
Landline: 027 232 7499
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

O'Donnell, Mike — Central Brokers Insurances Ltd.

Authorised Financial Adviser
Email: mike@centralbrokers.co.nz
Mobile: 021 423 551
Landline: 04 499 2540
Services offered:
Personal Insurance
Business Insurance
Kiwisaver
Financial & retirement planning

Palamidas, Antonio — Camelot NZ Limited

Registered Financial Adviser
Website: http://www.camelotgroup.co.nz
Email: tony.palamidas@camelotgroup.co.nz
Mobile: 027 4346450
Landline: 04 473 7818
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Peters, Gary — Kapiti Insurance Service Ltd

Registered Financial Adviser
Website: http://kapitiinsurance.com
Email: gary@kapitiinsurance.co
Mobile: 027 2245261
Landline: 04 2981332
Services offered:
Personal Insurance
Business Insurance
Kiwisaver

Rees-Thomas, Samuel — Rees-Thomas Financial Services Limited

Registered Financial Adviser
Website: http://www.rtfs.nz
Email: samuel@rtfs.nz
Mobile: 0273344812
Services offered:
Personal Insurance
Business Insurance

Schneider, Robbie — Succession First

Authorised Financial Adviser
Website: http://www.successionfirst.co.nz
Email: robbie@successionfirst.co.nz
Mobile: 021722974
Landline: 04 939 6748
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Schwarz, Adrian — Adrian Schwarz Financial Services

Email: adrian@adrianschwarz.com
Mobile: 021 538 611
Landline: 04 9130012
Services offered:
Personal Insurance
Business Insurance
Kiwisaver
Financial & retirement planning

Stevenson, Philip — Bloomsbury Associates

Authorised Financial Adviser
Email: philip.stevenson@bloomsbury.co.nz
Mobile: 021 474457
Landline: 044996979
Services offered:
Investment Advice
Kiwisaver
Direct investments
Financial & retirement planning

Taylor, Grant — Grant Taylor Insurance Services

Email: taylor.insurance@xtra.co.nz
Mobile: 0274 427398
Landline: 04 4783 121
Services offered:
Personal Insurance
Business Insurance

Thomas, Raewyn — Camelot NZ Limited

Registered Financial Adviser
Website: http://www.camelotgroup.co.nz/
Email: raewyn.thomas@camelotgroup.co.nz
Mobile: 021467857
Landline: 044737818
Services offered:
Mortgages
Home equity release

Van Schooten, Brenden — Lifetime Group Ltd

Authorised Financial Adviser
Email: brenden.vanschooten@lifetime.co.nz
Mobile: 0274802279
Landline: 04 499 1515
Services offered:
Personal Insurance
Business Insurance

Vickers, Isaac — Camelot NZ Limited

Registered Financial Adviser
Website: http://camelotgroup.co.nz/
Email: isaac.vickers@camelotgroup.co.nz
Mobile: 0211905168
Landline: 0211905168
Services offered:
Personal Insurance

Wells, David — Wells Everett Wynn Limited

Authorised Financial Adviser
Website: http://www.wew.co.nz
Email: dave@wew.co.nz
Mobile: 0274508518
Landline: 04 3879982
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

West Coast

Chapman, Anne — John Wood and Associates Ltd.

Authorised Financial Adviser
Website: http://www.investmenthouse.co.nz
Email: anne@investmenthouse.co.nz
Mobile: 027 44 66 084
Landline: (03) 768 6947
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning
Pensions

Wood, John — John Wood and Associates Ltd.

Authorised Financial Adviser
Email: john@investmenthouse.co.nz
Mobile: 0274524913
Landline: 037686009
Services offered:
Personal Insurance
Business Insurance
Investment Advice
Kiwisaver
Financial & retirement planning

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