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.
​
Ph: 0212752618

Andy Hart
Operations Manager | Financial Adviser
Insurance Specialist
Based in Waikato
​
Making sure you have protected
yourself, your family and the things
you've... Click here to read more.
​
Ph: 021365130

Shelley Campbell
Practice Manager
Based in Waikato
​
My field of experience includes Insurance, Investment, Disability...
Click here to read more.
​
Ph: 09 4441990
FINANCIAL ADVISERS - HOME LENDING

Zac Clark
Financial Adviser
Insurance & Mortgage Specialist
Based in Waikato
​
I am a trained financial adviser specialising in life, health and...
​​
Ph: 0210436818

Dharam Devkota
Financial Adviser
Insurance & Mortgage Specialist
Based in Christchurch
​
My name may look difficult to pronounce but it's similar sounding
to Durham... Click here to read more.​​
​​
Ph: 02102935618

Stephen Brown
Financial Adviser
Mortgage Specialist
Based in Gisborne
​
"He aha te mea nui o te ao? He tangata, he tangata, he tangata."...​
Click here to read more.​​
​
Ph: 0272727037
FINANCIAL ADVISERS - INSURANCE

John Heritage
Senior Financial Adviser
Insurance Specialist
Based in Hamilton
​
As a lawyer in the UK for nearly 30 years I specialised in Wills, Trusts...
Click here to read more.​​
​
Ph: 0211843499

Wanda Wright
Financial Adviser
Insurance Specialist
Based in Waikato​
​
My husband has been the “Insurance Specialist” in our family... Click here to read more.​​​
​
Ph: 0211223971

Maolin Sun
​Financial Adviser
Insurance Specialist
Based in Christchurch​
​
Bio to come...​​​
​​
​
​​
Ph: 02108444849

Zac Clark
Financial Adviser
Insurance and Mortgage Specialist
Based in Waikato
​
I am a trained financial adviser specialising in life, health and...
​
Ph: 0210436818

Anderson Pemberton
Financial Adviser
Insurance Specialist
​​
​
Bio to come...​​​​
​​
​
​
Ph: 0275320808

Milan Patel
Financial Adviser
Insurance Specialist​
​​
​
In my spare time, I dedicate much of my time to training and playing field hockey... Click here to read more.​​​​
​
Ph: 02102640870

Milton Ezekiela
Financial Adviser
Insurance Specialist
Based in Waikato
​
I come from a self-employed background of many years where listening... Click here to read more.​​​​
​
Ph: 0212701994
.png)
Dharam Devkota
Financial Adviser
Insurance & Mortgage Specialist
Based in Christchurch
​
My name may look difficult to pronounce but it's similar sounding
to Durham... Click here to read more.​​
​​
Ph: 02102935618

Tanya Honore
Financial Adviser
Insurance Specialist
Based in Waikato
​
Life is about taking opportunities
and Living the life you love, that’s my mantra... Click here to read more.​
​
Ph: 021323294​

Naz Pooley
Financial Adviser
Insurance Specialist
Based in Waikato​
​
Bio to come...
​
​
​
Ph: 0224190069
ADVISER ASSISTANTS
.png)
Maria Rodgers
Adviser Assistant
Based in Waikato
​
Logical problem-solver, alternative-
rock band frontman, and food
enthusiast are just some of ways my... Click here to read more.
​
​

Sharai de Klerk
Adviser Assistant
Based in Waikato
​
Family, fun, adventure & enjoying time to rest and relax – working toward building a bright...
Click here to read more.
​
Ph: 0212970546

Tanya Honore
Adviser Assistant
Based in Waikato
​
Life is about taking opportunities
and Living the life you love, that’s my mantra... Click here to read more.​​​
​​
​
Ph: 021323294

Adam Kabel
Adviser Assistant
Based in Waikato
​
Bio to come...​​​
​
​
​​
​
Phone: 02040590146​
ACKNOWLEDGEMENTS

Paul Noble
Founding Owner of
Elbon Financial Services
Retired

Barry Day
Founding Owner of
Financial Success Group
Retired
​

David Wright
Founding Owner of
Wrightway Financial
Retired
​