PROTECT FINANCIAL SERVICES
PROTECTING WHAT MATTERS MOST
MANAGEMENT
Dean Picard
General Manager | Financial Adviser
Insurance Specialist
Based in Waikato
I have been in the Finance and
Insurance Sector for nearly three decades... Click here to read more.
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Ph: 0212752618
Email: Dean@protectfinancial.co.nz
Andy Hart
Operations Manager | Financial Adviser
Insurance Specialist
Based in Waikato
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Making sure you have protected
yourself, your family and the things
you've... Click here to read more.
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Ph: 021365130
Email: Andy@protectfinancial.co.nz
Chris Richards
Adviser Development Manager
Based in Waikato
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I am from a legal background but have been involved in Finance and... Click here to read more.​​​​​​​
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Ph: 0275569170
Email: Chris@protectfinancial.co.nz
Shelley Campbell
Practice Manager
Based in Waikato
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My field of experience includes Insurance, Investment, Disability...
Click here to read more.
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Ph: 09 4441990
Email: Admin@protectfinancial.co.nz
FINANCIAL ADVISERS - HOME LENDING
Matt Hooper
Senior Financial Adviser
Insurance & Mortgage Specialist
Based in Central
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Buying your first home or protecting your family’s financial future can
feel... Click here to read more.​​​​​​​
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Ph: 0204366589
Email: Matt@protectfinancial.co.nz
Dharam Devkota
Financial Adviser
Insurance & Mortgage Specialist
Based in Christchurch
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My name may look difficult to pronounce but it's similar sounding
to Durham... Click here to read more.​​
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Ph: 02102935618
Zac Clark
Financial Adviser
Insurance Specialist
Based in Waikato
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I am a trained financial adviser specialising in life, health and...
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Ph: 0210436818
Email: Zac@protectfinancial.co.nz
FINANCIAL ADVISERS - INSURANCE
John Heritage
Senior Financial Adviser
Insurance Specialist
Based in Hamilton
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As a lawyer in the UK for nearly 30 years I specialised in Wills, Trusts...
Click here to read more.​​
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Ph: 0211843499
Email: JohnH@protectfinancial.co.nz
Sahan Fernando
Senior Financial Adviser
Insurance Specialist
Based in Palmerston North
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With a decade of experience in
finance and seven years specializing
in personal... Click here to read more.​​​​​​​
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Ph: 021871894
Email: Sahan@protectfinancial.co.nz
Zac Clark
Financial Adviser
Insurance Specialist
Based in Waikato
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I am a trained financial adviser specialising in life, health and...
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Ph: 0210436818
Email: Zac@protectfinancial.co.nz
Matt Hooper
Senior Financial Adviser
Insurance & Mortgage Specialist
Based in Central
​
Buying your first home or protecting your family’s financial future can
feel... Click here to read more.​​​​​​​
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Ph: 0204366589
Email: Matt@protectfinancial.co.nz
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Wanda Wright
Financial Adviser
Insurance Specialist
Based in Waikato​
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My husband has been the “Insurance Specialist” in our family for decades...
Click here to read more.​​​
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Ph: 0211223971
Email: Wanda@protectfinancial.co.nz
Milton Ezekiela
Financial Adviser
Insurance Specialist
Based in Waikato
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I come from a self-employed background of many years where listening... Click here to read more.​​​​
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Ph: 0212701994
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Dharam Devkota
Financial Adviser
Insurance & Mortgage Specialist
Based in Christchurch
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My name may look difficult to pronounce but it's similar sounding
to Durham... Click here to read more.​​
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Ph: 02102935618
Tanya Rota
Financial Adviser
Insurance Specialist
Based in Waikato
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Life is about taking opportunities and Living the life you love, that’s my mantra... Click here to read more.​
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Ph: 021323294​
Email: Tanya@protectfinancial.co.nz
Naz Pooley
Financial Adviser
Insurance Specialist
Based in Waikato​
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Bio coming soon...
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Ph: 0224190069
Email: Naz@protectfinancial.co.nz
Rahul Verma
Financial Adviser
Insurance Specialist
Based in Auckland​
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What truly sets me apart is my unwavering dedication to my clients... Click here to read more.
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Ph: 0226991566
Email: Rahul@protectfinancial.co.nz
Milan Patel
Financial Adviser
Insurance Specialist
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In my spare time, I dedicate much of my time to training and playing field hockey... Click here to read more.​​​​
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Ph: 02102640870
Email: Milan@protectfinancial.co.nz
ADVISER ASSISTANTS
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Maria Rodgers
Adviser Assistant
Based in Waikato
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Logical problem-solver, alternative-
rock band frontman, and food
enthusiast are just some of ways my... Click here to read more.
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Email: AA@protectfinancial.co.nz
Sharai de Klerk
Adviser Assistant
Based in Waikato
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Family, fun, adventure & enjoying time to rest and relax – working toward building a bright...
Click here to read more.
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Ph: 0212970546
Tanya Rota
Adviser Assistant
Based in Waikato
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Life is about taking opportunities and Living the life you love, that’s my mantra... Click here to read more.​​​
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Email: Tanya@protectfinancial.co.nz
ACKNOWLEDGEMENTS
Paul Noble
Founding Owner of
Elbon Financial Services
Retired
Barry Day
Founding Owner of
Financial Success Group
Retired
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David Wright
Founding Owner of
Wrightway Financial
Retired
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