keren-lee afa

authorised financial advisor and director

About

I am an Insurance and Mortgage broker working from Whangarei to Auckland. Having experienced my husband with cancer has helped me understand how vulnerable we are and because of this pride myself making sure that all my clients have the same help when on claim.It is important to me to personalise my service and provide my clients with all the right advise needed. My clients needs come first and throughout their lifestyle changes I keep up making sure that there current needs are addressed properly. I am an authorised financial advisor registered with the Financial Markets Authority and have completed insurance qualifications through Advisor Links and Massey University. I have been in the insurance industry now for over 30 years and pride myself on being able to help you with all your needs. Specialties: Business Key Person and Partnership Insurances ACC Cover Plus extra and Income Protection Mortgage lending and advice Personal life, Trauma and Disability Insurances

Country

canada

City

toronto

Industry

insurance

Skill

business risk, acc management, insurance, health insurance, mortgage lending, management, portfolio management, financial services, finance, business, investments, strategic financial planning, financial markets, risk management, life insurance, income protection, disability insurance, financial planning

Experience

senior financial advisor

vale financial services

2003-1 - 2008-1 · 5 yrs 1 mo

Started my own Financial Services company in 2003 after many years as a 'tied' broker'.

financial advisor

colonial life

1999-1 - 2001-1 · 2 yrs 1 mo

Worked as a Financial Adviser until Sovereign took over Colonial

financial advisor

prudential financial

1998-1 - 1999-1 · 1 yr 1 mo

Worked as a Financial Adviser until Colonial took over Prudential

financial advisor

nzi

1997-1 - 1998-1 · 1 yr 1 mo

Worked as a Financial Adviser until Prudential took over NZI

financial advisor

government life

1984-1 - 1990-1 · 6 yrs 1 mo

First Job in the Insurance industry.

financial advisor

sovereign

2002-1 - 2003-1 · 1 yr 1 mo

Worked as a Financial Adviser, left in 2003 to start my own company as an Independant Financial Adviser

financial advisor

tower insurance

1990-1 - 1997-1 · 7 yrs 1 mo

Insurance and Investment Adviser

authorised financial advisor and director

share_

2008-1 - Present · 18 yrs 9 mos

In 2008, Vale Financial Services Limited joined a Adviser group called SHARE and we became Vale Financial Services Limited trading as SHARE. Being part of SHARE enables me to source a large array of products for my clients. It also enables me to give unbiased advise from a large selection of financial institutions and provide across the board quotes and comparisons. This enables my clients to make informed decisions on their current insurance and mortgage needs.