Meet Our Team
Our advisers, Matthew, Mark, Sharon, Hanna, Haidee 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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Hanna Eriksson
Adviser | Life and Health Insurance
Hanna can help with Life insurance and Health insurance solutions to protect your future and the things that matter the most to you. Hanna has a warm and compassionate approach. She genuinely listens to her clients. Outside of her professional life, Hanna, Glenn and the family live on a lifestyle block. She is a mother of two school-aged children, and she loves supporting them in their sport activities.
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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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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.