PROTECT FINANCIAL SERVICES
PROTECTING WHAT MATTERS MOST
MANAGEMENT
Dean Picard
General Manager | Financial Adviser
Insurance & KiwiSaver 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 governance and practice management... Click here to read more.
Ph: 09 4441990
FINANCIAL ADVISERS - INSURANCE
John Heritage
Senior Financial Adviser
Insurance & KiwiSaver 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
Zac Clark
Financial Adviser
Insurance Specialist
Based in Waikato
I am a trained financial adviser specialising in life, health and...
Ph: 0210436818
Anderson Pemberton
Financial Adviser
Insurance Specialist
Based in Waikato
As a dedicated financial advisor with a focus on life and health insurance... Click here to read more.
Ph: 0275320808
Tanya Honore
Financial Adviser
Insurance Specialist
Based in Waikato
Life is about taking opportunities
and Living the life you love, that’s my... Click here to read more.
Ph: 021323294
Milan Patel
Financial Adviser
Insurance Specialist
Based in Auckland
In my spare time, I dedicate much of my time to training and playing field hockey... Click here to read more.
Ph: 02102640870
Aarya Kagathra
Financial Adviser
Insurance Specialist
Based in Auckland
I’m a financial adviser specialising in life, health, and disability insurance... Click here to read more.
Ph: 0225422792
Rushil Patel
Financial Adviser
Insurance Specialist
Based in Auckland
I spend most of my spare time drawing. It started as a hobby...
Ph: 02885232832
ADVISER ASSISTANTS
Maria Rodgers
Adviser Assistant
Based in Waikato
Logical problem-solver, alternative-
rock band frontman, and food ... Click here to read more.
Adam Kabel
Adviser Assistant
Based in Waikato
As an enormous enthusiast of film, shows, or any sort of narrative...
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