SHARE is a New Zealand based network of financial advisers with a common brand, systems and processes. We are unique amongst the adviser networks because SHARE is owned equally by its adviser shareholders, managed by a CEO and governed by an elected Board of advisers.
Our focus is to provide a client-centric network that offers a range of relevant and compliant financial advice on insurance, investments and mortgages. We also take the time to understand the needs and goals of individuals and businesses, so we can tailor a solution for each one’s unique circumstances.
We are more than just a leading professional advisory company because we partner with our clients on their journey to secure financial health and wellbeing.
Chief Executive Officer
Craig joined SHARE NZ in July 2020 after a long career spanning 25 years in financial services. He's held various Adviser distribution based roles at AXA, AMP, Asteron Life and most recently as General Manager, Adviser Distribution for Fidelity Life.
Craig brings a passion for the financial advice industry and the life changing value that quality advice and Advisers deliver to New Zealander's and their families every day. His role with SHARE NZ and Newpark is to develop the Adviser networks and support Adviser's growth and compliance strategies.
Craig lives in Mairangi Bay with his wife Kylie, two daughters and Cooper the red Cavoodle.
SHARE Operations
A highly organised administrator with proven office management skills and lots of initiative, Claire plays a vital role in SHARE's busy office environment.
Claire manages the process of adviser corporatisation, from initial adviser query through to full ownership by SHARE and subsequent client servicing contract with the adviser. Along with providing office support, this gives Claire daily opportunities to share her ability and charm with people at all levels.
Financial Controller
Kathryn joined SHARE in January 2021 after a long career in the travel industry. Kathryn is an experienced Finance Executive with over 20 years' experience in both listed (NZX & ASX) and private companies.
Kathryn is a Chartered Accountant (CA) and has a passion for growing profit and business value through strategic & financial commercialism whilst maintaining robust financial controls and governance.
Head of Customer Outcomes and Adviser Development
Leigh's introduction to financial adviser world was during her 18 years spent in ACC, where she worked with financial advisers to help them understand the ACC scheme and its processes, and delivered training on ACC CoverPlus Extra.
Since then, she spent over 2 years as a professional development manager with Fidelity Life, where she facilitated many NZ Cert in Financial Services (Level 5) courses, and developed and delivered a variety of training tools, to support financial advice businesses, and to help prepare for them new regulatory regime that started March 2021.
She is thrilled to have joined the SHARE team, where she will be working in the training and quality assurance space.
Newpark Adviser Relationship Manager
Cheryl is the longest serving member of the Newpark team having started in 2002. She is passionate about what she does and enjoys working closely with the Advisers in their business.
Prior to joining Newpark, Cheryl spent five years working for State Insurance as Customer Relationship Manager. In her spare time she enjoys a little bit (lot) of retail therapy.
NHL Performance and Remuneration Specialist
Tara is an experienced administrator in both the financial services and building industries.
She loves working with large data sets and is a self-confessed nerd when it comes to numbers. She is skilled in data analysis, administration, information systems management, sales reporting, project management and process improvement. Tara enjoys problem solving and thinking of end-to-end solutions.
Outside of work, she loves to travel and enjoys cooking.
Technical Support Manager
Clive has over 20 years of experience in IT and has joined us from Newpark Financial Services where he was the IT Development Manager for 8 years. Clive has worked across many different area's of IT in New Zealand since graduating from Massey University and has always had a deep interest in computer hardware and software. Clive is also the developer/admin of Newpark's CRM system "Toolbox".
Adviser Remuneration Specialist
Quality Assurance Specialist
Elize's journey in financial services and education spans two continents. Having made New Zealand her home for the past six years, she has made significant contributions to the education and quality assurance sectors.
Elize's tenure at Strategi Institute, spanning five years, saw her assume the pivotal role of Academic Manager. In this capacity, she diligently ensured compliance with the standards set forth by the New Zealand Qualifications Authority (NZQA), the Tertiary Education Commission (TEC), and the Workforce Development Council (WDC). During her time at Strategi Institute she was proactively involved in reviewing and updating the content for the New Zealand Certificate in Financial Services (Level 5). Additionally, she provided guidance and support to students during their studies.
Before embarking on her New Zealand journey, Elize gained experience in quality assurance across diverse industries in South Africa.
Elize's latest adventure brings her to the SHARE, where she will continue her journey as part of the quality assurance team.
Client Adviser Support
I joined SHARE Head office in April 2023 after prior working with SHARE advisors from 2019 - 2023.
Having worked across a number of industries in varied administrative and finance roles, has enabled me support our inhouse advisers and finance team to provide our clients the best possible timely service.
Helping people is rewarding, and I enjoy being part of a team that focuses on guiding people to a place that offers peace of mind.
Adviser Practice Development Manager
Colin, has more than 15 years of experience in the insurance industry, offers a wealth of knowledge and expertise in his position as Quality Advice & Adviser Practice Development Manager. He spearheads the development and improvement of SHARE's CRM system to guarantee a strong and efficient advice process that complies with regulation. Outside of work, Colin dedicates his time to volunteering with various community sports organisations and cherishes moments spent with family and friends.
Quality Assurance Specialist
Lynette joined the Quality Assurance team at SHARE in 2024, following an extensive career as a History teacher and Head of Department at secondary schools in New Zealand and the UK. Although her background is in Social Science education, she is well-acquainted with the financial advice industry. She earned a Business Diploma in 2013 and has experience working as a PA for her husband, who joined SHARE as a financial adviser over a decade ago.
Lynette’s experience as an educator equips her with the skills to interpret government regulations, assess processes against required standards, and produce training materials to aid others in consolidating their understanding. She is a friendly, confident communicator, and enthusiastic about her latest role in supporting SHARE advisers. Lynette is committed to helping advisers navigate the ever-changing financial services sector and deliver the best advice and outcomes for their clients.
Find Your Local Adviser
We have advisers across New Zealand