Meet Our Team
Our Financial Advisers, Matthew, Mark, Sharon and Chris, assisted by a dedicated support team, have many years of experience in assisting every day New Zealanders achieve their financial goals.
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Matthew Watt
Director | Financial Adviser
Matthew is an Adviser and Managing Director of Kelly Watt and Associates. He is a passionate comprehensive financial adviser determined to ensure his clients reach their goals and financial potential.
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Mark Koubaridis
Senior Broker | General Insurance
Mark was born and raised in Waverley and has been an insurance broker for over 10 years. He completed a Bachelor of Commerce at Massey University before a stint playing rugby in Ireland for a couple of seasons.
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Sharon Elliott
Senior Broker | General Insurance
Sharon has been in the Insurance Industry for 17 years, she thrives on Commercial Business Insurance. She has a passion for Whanganui and all that it can offer. In her spare time, she enjoys spending it with her partner Rick and her 3 adult children.
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Chris Moffat
Financial Adviser
Chris started working in the insurance industry in 1972 and became an adviser in 1988. Chris sold his Life Insurance and Investment business to Matthew in 2018.
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Haidee Green
General Insurance Broker
Haidee is qualified Insurance Broker, provides support to our Senior Brokers and oversees claim processes.
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Hanna Eriksson
Life Insurance Broker
Hanna is qualified Life Insurance Broker and provides support in administration.
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Abigail Marthinusen
Broker Support | Claim Manager
Abi provides support to our Senior Brokers and oversees claim processes.
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Kamila Gorzalek
Investment Support | Administration
Kamila provides support in investments processes and oversees the office administration.