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 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... 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 & 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
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
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
​​​​
​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​
​​
​In my spare time, I dedicate much of my time to training and playing field hockey... Click here to read more.​​​​
​
Ph: 02102640870
.png)
Dharam Devkota
Financial Adviser
Insurance & Mortgage Specialist
Based in Christchurch
​
My name may look difficult to pronounce but it's similar sounding
to... Click here to read more.​​
​​
Ph: 02102935618
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.
​​
​
​
Tanya Honore
Adviser Assistant
Based in Waikato
​
Life is about taking opportunities
and Living the life you love, that’s my... 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
​