Director Ark Financial Group Ltd
I enjoy my work immensely. It’s incredibly rewarding to look back on situations where my input has had a positive impact on others’ lives. From helping people enjoy their retirement, to providing income when they can’t work, enabling loved ones to receive medical treatment promptly, and facilitating millions paid out for property damage; I get to see the difference it makes when the right financial planning and cover is in place.
My qualifications include a Graduate Diploma in Business Studies and an endorsement in Personal Financial Planning through Massey University. In 2010, I qualified as a Certified Financial Planner (CFPCM) with the Institute of Financial Advisers.
Away from work I love spending time with my wife and five children. I also enjoy church, friends, tennis and paintball.
A career in Financial Services seemed the best option for me. I love numbers and enjoy meeting people. Seeing my clients achieve their financial goals through a strategy of risk protection and investment for a secure future gives me real satisfaction.
I have a Degree in Economics and have completed my Certificate of Financial Services. I have been in the industry since 2003 and look forward to meeting the challenges and growth opportunities that lie ahead.
My wife, Maria and our four children are my family. I enjoy gardening, cooking, global politics and have an extensive collection of world banknotes.
I’m a people person, and helping people is what gets me up in the mornings. As an Insurance Advisor I help people structure their insurance to support their livelihood, their health, their family’s wellbeing, and their business success. Over the past 14 years it has been a privilege to assist many clients to access funds when they have made a claim due to an illness, accident, or worse.
My background prior to insurance included 30 years in the farming industry (beef, sheep and deer) on the West Coast and later in Canterbury. Having been on the other side of the fence as it were, I’m now well placed to work with both farmers and business owners to ensure they have the right personal insurance, business protection and farm succession structures in place. I also work closely with a client’s other professional advisers to ensure everyone is on the same page.
Michelle has a wealth of experience in the financial services industry and juggles a diverse role that includes office and client-base management and adviser support. Outside of work, she enjoys family time, cooking, gardening, and the great outdoors.
Susanne’s role includes bookkeeping and adviser support. In her spare time, Susanne can be found on the tennis court, holidaying with family, or relaxing with a good book.
Lauren is our cheerful front of desk, who ably assists clients and advisers with queries and paperwork. Away from the office, Lauren’s always horsing around. Yes! She’s fond of horses, especially Miniature ponies.
I love people, getting to know them and helping them succeed financially excites me. Money management has always been an interest of mine, which led to a career as a Financial adviser. Being able to help my clients protect their future, better understand their financial goals and ensuring they are on track to achieve them is very rewarding.
I have a Bachelor of Commerce degree majoring in Human Resource Management and Marketing and I’m working towards an NZ Certificate in Financial Services.
Outside of work I enjoy spending time with family, friends and renovating houses with my husband.
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