Advice Team

North Advisers

Telephone:  (09) 423 7599 or  0800 322 466         Address: Suite 1, Level 1, 2 Port Albert Road        PO Box:  PO Box 225, Wellsford

Bevan Sterling

Registered Financial Adviser, FSP 690331

BEVAN STERLING

DDI: (09) 423 7599 or 0800 322 466

Mobile: 021 819 655,

EMail:  bevan@certusnz.co.nz

General Insurance (Farm, Business, Personal)

 

Kim Sterling

Authorised Financial Adviser, FSP92081

KIM STERLING

DDI: (09) 423 7599 or 0800 322 466

Mobile: 027 4819 655

EMAIL: kim@certusnz.co.nz

Risk Insurance (Personal and Business) , Investments

 

Stuart Sterling

Registered Financial Adviser, FSP690291

STUART STERLING

DDI: (09) 439 8651

Mobile:021 985 108

EMAIL: stuart@certusnz.co.nz

Life and Health Insurance , General Insurance, KiwiSaver and Investments

 


Auckland Advisers

Telephone : (09) 365 5903           Address: 161C Marua Road, Mt Wellington, Auckland 1051             PO Box 26 621, Epsom, Auckland 1344

Brendon White

Director, Authorised Financial Adviser, FSP105078

BRENDON WHITE

DDI: (09) 365 5904

Mobile: 027 271 7464

EMAIL: brendon@certusnz.co.nz

Key Account Manager:  Group Superannuation, KiwiSaver and Insurances

Investment and Retirement Planning Services

Account Manager:  Personal and Key Person Insurances

 

Mike Dalley

Director, Authorised Financial Adviser, FSP56562

MIKE DALLEY

DDI: (09) 369 1840   Mobile: 027 262 3035

EMAIL: miked@certusnz.co.nz

Key Account Manager:  Group Superannuation, KiwiSaver and Insurances

Account Manager: Certus Northland, Shore Waitakere

Personal and Key Person Insurances,  AMP KiwiSaver

Personal                  Group

             

 

Advisers:

Peter Hannaford

Registered Financial Adviser , FSP690431

 

 

 

 

 

PETER HANNAFORD

DDI: (09) 365 5916
Mobile: 021 820 234

EMAIL: peter.hannaford@certusnz.co.nz

Life, and General Insurance
(Personal and Business)

Adviser since 1984

ANZIIF (Senior Associate)

Affiliate of IBANZ

Honorary Life Member of the Australia and NZ Institute of Insurance and Finance

 

Svetlana Connolley, FSP146644

Authorised Financial Adviser

 

 

SVETLANA CONNOLLEY

DDI:(09) 215 4436
Mobile: 021 227 6597

EMAIL: svetlana@certusnz.co.nz

Risk insurance (personal and business)

Savings and investments including Kiwisaver

Health Insurance

General Insurance (both private and commercial)

Lending

 

James Li

Authorised Financial Adviser, FSP90281

JAMES LI

DDI:(09) 215 4436
Mobile: 021 227 6597

EMAIL:  james.li@certusnz.co.nz

Risk insurance (personal and business)

Savings and investments including Kiwisaver

Health Insurance

General Insurance (both private and commercial)

Lending

 

Peter Ballantyne

Authorised Financial Adviser, FSP98445

 

 

PETER BALLANTYNE

Mobile: 027 457 6988

EMAIL: peter.ballantyne@certusnz.co.nz

Personal Insurance, Investment & Risk Specialist, Retirement Savings

As an experienced Authorised Financial Advisor with a demonstrated history of working in the financial services industry,  I love working with my clients to guide them to have the right insurance at the right time for the right reason. 

My areas of focus are Life, Trauma and Income covers along with Health & Business insurance and retirement planning.

I started my working life with AMP in 1973 and became a Financial Adviser in 1990.  I have a Dip Bus in Financial Planning and Services from Massey University, am a member of Financial Advice New Zealand, an Authorised Financial Adviser and qualified Toastmaster.

With more than 40 years’ experience and a keen interest in ongoing education this gives me a thorough and up to date understanding of the industry and the products available to my clients. My personal experience claiming on the client side of health, trauma and income insurance gives me a strong sense of empathy for client’s experience and a full knowledge of the claims process. 

When I am not working, I love spending time with my grandchildren, knife sharpening, mentoring of young toastmasters and exploring my neighbourhood.

 

Chloe Robertson

Authorised Financial Adviser, FSP513186

CHLOE ROBERTSON

Mobile: 027 523 1914

EMAIL: chloe@certusnz.co.nz

Personal Investments , KiwiSaver, Personal Insurance

Account Manager, Certus City Eastern

 

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