Karrie is our risk specialist providing advice on a variety of risk products from a range of providers. Her background invloves several years in administration management before moving into the Risk Industry in March 2006. She has proficiently completed her Level 5 Certificate in Financial Services and qualified for Sovereign's Silver APEX (Advisers Performing with Excellence) Award in 2010.
Breaking News: Karrie has recently passed all of the FMA (Financial Markets Authority) exams necessary and can now arrange your mortgage finances for you as well.
Karrie enjoys working with individuals, families and small businesses to ensure they have both a strategic and sustainable risk plan in place. She provides a clear and practical perspective when interacting with clients. They appreciate her honesty and easygoing style when assisting with their protection needs. A focus on quality ensures client satisfaction. Karrie has great passion and enthusiasm for the job and enjoys being able to cater to her client's specific needs.
Outside of work, Karrie enoys spending time with her husband and son and making the most of the great Hawke's Bay sunshine.
Karrie is a member of the P.A.A. (Professional Advisers Association).
