AMICUS - Key Persons
Job Titles:
- Broker
- Director
- Financial Adviser
Job Titles:
- Financial Adviser
- Commercial, Rural, and Domestic Team Leader - Broker Support - Broker
Chloe is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Director
- Financial Adviser
David is a Financial Adviser (FSP109945) under Amicus Group Limited and he is giving financial advice on behalf of Wealthpoint Limited.
Job Titles:
- Investment Adviser
- Investment Adviser / Investment - KiwiSaver - Administration
Job Titles:
- Receptionist / Administration Support / Administration
Emma is a Claims Consultant who recently joined the Amicus team in February 2024.
George is a Financial Adviser (Broker) and he is giving financial advice under Amicus Brokers Limited.
George joined Amicus in 2020 in the capacity of a Commercial Broker after several years of gaining experience with a leading Insurer and a large corporate broking house.
George is an enthusiastic people person who enjoys building strong relationships with his clients and tailoring suitable insurance products to their needs.
A very successful career as a hockey player having represented Canterbury for several years and the New Zealand Black Sticks on multiple occasions. George still enjoys developing skills in younger players and encouraging people into the game.
In his spare time, he enjoys spending time with his partner Olivia and their young daughter Ivy.
Products and/or services I can advise on include:
Job Titles:
- Financial Adviser
- Commercial & Rural Broker Support
Georgia is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Georgia joined Amicus at the beginning of 2021 after living in England for two years; changing her career to embark in the insurance industry having previously worked for a government agency. After two years in the Personal Lines Team as a Domestic Broker, she has recently moved into a new roll in the Commercial and Rural Support Team.
Greg is a Financial Adviser (FSP55181) under Amicus Group Limited and he is giving financial advice on behalf of Wealthpoint Limited.
Job Titles:
- Financial Adviser
- Commercial & Rural Broker Support
Haylie is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Financial Adviser
- Personal Lines Broker
Heather is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Commercial & Rural Broker Support
Ivy joined the Amicus team in November 2022 and looks forward to advancing her knowledge in the insurance industry. She recently moved back to Christchurch after graduating a Commerce degree, majoring in Marketing and Psychology at the University of Otago.
Jake is a Financial Adviser (Broker) and he is giving financial advice under Amicus Brokers Limited.
James is a Financial Adviser (FSP442806) under Amicus Group Limited and he is giving financial advice on behalf of Wealthpoint Limited.
Job Titles:
- Financial Adviser
- Senior Commercial Broker
Jason is a Financial Adviser (Broker) and he is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Financial Adviser
- Commercial & Rural Broker Support
Jennifer is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Financial Adviser Support / Administration
Joanne has been with the Amicus Group since its inception and has over 30 years experience in the insurance industry. Her current role is Financial Adviser Support, and she is also responsible for the administration of the Amicus investment book.
Joanne is committed to providing high-quality service to clients to ensure that their requirements are attended to. She enjoys problem-solving and assisting people with any difficulties they may have with any administration issues.
Joanne is married, with 3 adult children, and enjoys running and mountain biking.
Job Titles:
- Financial Adviser
- Commercial & Rural Broker Support
Kirsty is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Financial Adviser Support / Administration
Kylie joined Amicus Group as a Financial Adviser Support in early August 2022.
She has a strong background in administration and customer service, having spent 15 years working in the tourism industry as part of a close-knit family business.
Kylie is organised and motivated, with a keen eye for detail, and she greatly enjoys being part of the Amicus Group team. She is also pursuing a New Zealand Diploma in Business (Marketing and Sales).
When not at work, Kylie enjoys travelling, gardening, especially growing vegetables, cooking and spending time with family and friends.
Liana is a KiwiSaver Adviser (FSP1006876) under Amicus Group Limited and she is giving KiwiSaver advice on behalf of Wealthpoint Limited.
Liana joined Amicus Group in August 2023 as an Investment Administrator and as of March 2024 transitioned to the role of KiwiSaver Adviser. Before this, she held a position in banking and previously worked with Amicus Brokers in their Personal Lines team.
With a wide background across the Financial Service Industry, including General Insurance, Residential Lending, and Investments, Liana is passionate about helping clients achieve their financial goals. She is a motivated professional eager to advance her career in the investment sector of the financial services industry.
Outside of work, Liana enjoys spending time with her wee dog, practicing mindfulness, reading, dining out, and learning something new.
Her experience and qualifications include:
Financial Adviser with Level 5 Certificate New Zealand
Investments
General Insurance
Residential Property Lending
Services I can advise on
Job Titles:
- Project & UX Manager / Administration - Marketing
Lina originally joined Amicus in September 2020 as an Financial Adviser Support and has since then moved into a new role as the Project & UX Manager for Amicus Group. She comes from a strong background in customer service, management, design and process improvement. She is outcome focused, creative and has strong organizational skills. Her main focus is reviewing day to day processes within the company and how to provide personalised advice at scale.
Lina is originally from Stockholm, Sweden but been living in Christchurch with her partner since 2016. Lina has worked around the world including Sweden, Australia, South Africa, Costa Rica and now New Zealand.
In her spare time, she enjoys spending time with partner and dog, going for walks with friends and exploring New Zealand's beautiful nature.
Job Titles:
- Financial Adviser Support / Administration
Marilyn joined the Amicus Group in October 2011. She returned to full time employment after having worked in the Legal environment for 20 years and having had other part time positions while her children were growing up. Her current role is as Financial Adviser Support, working as a personal assistant to advisers and ensuring that Amicus clients receive the best level of service.
She loves working at Amicus with people who are passionate and committed to the growth of the business. Marilyn enjoys spending time with her family, going to the movies, family holidays and a good book with a glass of wine.
Job Titles:
- Broker
- Financial Adviser
- Senior Associate of the Australian Institute of Insurance
Matt is a Financial Adviser (Broker) and he is giving financial advice under Amicus Brokers Limited.
Matt is a Senior Associate of the Australian Institute of Insurance and Finance, a Certified Insurance Professional, and was a finalist in the IBANZ Emerging Professional Broker of the Year in 2012.
Job Titles:
- Financial Adviser
- Personal Lines Broker
Mel is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Mel joined the Amicus team in July 2022 as our Receptionist/Administration Support. She has since progressed into the Personal Lines Team, is motivated to constantly learn new skills, and is driven to get the best possible outcomes for our clients.
Job Titles:
- Financial Adviser
- Senior Commercial Broker
Michael is a Financial Adviser (Broker) and he is giving financial advice under Amicus Brokers Limited.
Neave joined the team in August 2023 following 2 years working as a Business Support Consultant at FMG Insurance. She has also been studying towards a degree in the Bachelor of Health Sciences at the University of Canterbury. Neave moved to Christchurch in 2020 from Pleasant Point in South Canterbury and is looking forward to further developing her skills and experience in the insurance industry.
Job Titles:
- Director
- Financial Adviser
Nick is a Financial Adviser (FSP667991) under Amicus Group Limited and he is giving financial advice on behalf of Wealthpoint Limited.
Rachael is a Financial Adviser (Broker), and she is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Accounts & Payroll Administrator / Accounts
Raelyn joined Amicus in 2017, having worked in various accounting roles over a number of years including for KPMG in both Dunedin and London, and a couple of company accounting roles in Christchurch.
Raelyn is married with two sons. Outside of work she enjoys walking for exercise and has completed a few ‘events'. She also enjoys supporting her son's sports, which involves spending hours on the side-line in the summer watching cricket.
Job Titles:
- Financial Adviser
- Senior Claims Specialist
Rebecca is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Broker
- Director
- Financial Adviser
Regan is a Financial Adviser (Broker) and he is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Financial Adviser
- Personal Lines Broker
Samantha is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Samantha joined Amicus in January 2023. Samantha has a significant amount of experience in domestic insurance, as she has worked in the industry for the past 8 years within both the Direct Insurers and Broker networks.
Job Titles:
- Financial Adviser
- Personal Lines Broker
Saskia is a Financial Adviser (Broker) and she is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Broker
- Director
- Financial Adviser
Steve is a Financial Adviser (Broker) and he is giving financial advice under Amicus Brokers Limited.
Steve joined Amicus Brokers in November 2021 to take on the role of Broker and as a partner of the company.
Job Titles:
- Broker
- Director
- Financial Adviser
Stewart is a Financial Adviser (Broker) and he is giving financial advice under Amicus Brokers Limited.
Job Titles:
- Director
- Investment Adviser
- Investment Adviser / Director / Investment - KiwiSaver
Tom is an Investment Adviser (FSP1001522) under Amicus Group Limited and he is giving investment advice on behalf of Wealthpoint Limited.
Tom Stanley joined Amicus in June 2021 and is specializing in investment advice. After working as a Structural Engineer during the Canterbury Earthquake recovery (and playing some rugby on the side), Tom landed a seat on the front line of financial markets in London and more recently Hong Kong. His roles in markets spanned from Prime Brokerage Sales to Equity Sales Trading, and more recently Prime and Delta One Sales Trading with Citibank in London and Hong Kong.
Job Titles:
- Administration Manager
- Administration Manager / Administration
Tracey joined Amicus Brokers in March 2022. She brings with her several years' experience in the insurance industry, prides herself on attention to detail, and likes problem-solving.
In her spare time Tracey enjoys camping, walking, supporting her children in their sports, and spending time with family and friends.
Job Titles:
- Financial Adviser
- Commercial & Rural Broker Support
Vivian is a Financial Adviser (Broker), and she is giving financial advice under Amicus Brokers Limited.