OUR PEOPLE – MEET THE SPRATT FINANCIAL TEAM

 

Our experienced and friendly team are very approachable and are always keen for no obligation meeting to discuss your needs.

Craig Spratt

CEO

Craig joined the financial services sector in 1992 from senior advisory and sales roles within the information technology sector, where he worked with some of New Zealand’s largest businesses. Through his focus on business management and accountability, Craig has guided the direction and growth of Spratt Financial Services to its current position as one of the major private advisory practices in the country.

Craig directs his boundless energy and enthusiasm towards achieving the best possible results for clients, as well as their businesses, estates and families. Overcoming complexities and difficulties of circumstance, Craig has achieved a large number of extraordinary outcomes for his clients, in a true reflection of his vision and experience. Craig also holds the National Certificate in Financial Services – Insurance Advice. Craig is active in all aspects of life and he enjoys tennis, snow skiing and boating with his family.

As a strong believer in giving back to the community, Craig is proud to be an annual contributor to causes such as the Westpac Rescue Helicopter. He has also been named a Paul Harris Fellow by the Rotary Foundation of Rotary International for significant contributions to worthy causes across the nation.

Craig’s trusted relationships with the major New Zealand insurance providers means he and Spratt Financial Services are in a unique position to provide our clients the best insurance at the lowest possible prices. If Craig and Spratt Financial can help you, don’t hesitate to get in contact anytime.

Allan Mearns

Head of Practice/Insurance Adviser

Allan manages the operational activities and standards of the practice, as well as working in a senior advisory role within the profession. He has experience in running training programs for insurance advisers both within New Zealand and Internationally. This experience provides him with a unique strength and base of knowledge which he contributes to our team of advisers and support staff.

Allan also oversees the claims process for all claims made by our clients, and his expertise in the field has seen him become a sought after resource for other brokers nationwide. Spratt Financial takes the claims of our clients as a top priority, and Allan had demonstrated an unmatched ability to work closely with all of the insurance claim specialists involved in the process as well as medical practitioners and specialists, solicitors, accountants and trustees. All of this works to ensure that Allan’s record of claims clearance is unsurpassed. Allan also holds the National Certificate in Financial Services – Insurance Advice.

Allan’s experience also includes service as a Detective in the NZ Police and as an Ambulance Officer with St John in Auckland. This experience provides him with a depth of understanding of circumstances that can arise, and grants him a unique and educated perspective from which to provide trusted advice and produce desired outcomes. For leisure, Allan enjoys running and fitness, which he puts to use as a Rugby Referee for North Harbour, and spending time with his family who are his inspiration in life.

If you have any questions about your insurance, or you would like a free, no obligation review of your insurance needs, contact Allan anytime and he will be happy to oblige.

Stuart Nicholls

CFO

Stuart Nicholls is one of Spratt Financial’s proudest acquisitions, and comes to us in the role of Chief Financial Officer to ensure that all facets of the businesses finances, administration and systems run smoothly. Stuart has a wealth of experience in commercial industry and is a fully qualified accountant, fulfilling roles from company accountant to chief financial officer with numerous enterprises from large corporate companies to small local businesses.

Stuart has lived in New Zealand for his entire life, dedicating his working life to ensure that NZ business succeeds and prospers. In his spare time, Stuart is passionate about golf, and has been a lifelong member of the Waitemata Golf Club after having joined as a 15 year old junior. Stuart has brought his skills, passion and drive to succeed to Spratt Financial and we are more than proud to have him.

John Dooley

Adviser Manager

John came to Spratt Financial after finding success in General and Sales Management roles within multinational companies. His reputation preceded him as a skillful, highly able, warm and confident personality. John also holds the National Certificate in Financial Services – Insurance Advice. He is persistent by nature and extremely thorough and creative in resolving issues that arise from analyzing a client’s position. When the problem is isolated, there is none better than John in finding a quick and effective resolution.

John is a strong and passionate advocate for his clients and enjoys consistent success in arguing their case with underwriters, who in turn have a respect for him based on his accuracy and fairness. John is a music lover, a North Harbour Rugby Referee and blends his busy life effortlessly around his two children.

John Dooley is proud to offer you his services in:

– Securing you the best insurance that fits your needs at the most competitive prices available.
– Helping manage your insurance claims when you need them and taking the stress of claim time out of your hands.
– Conducting reviews and making changes to make sure you’re getting the best deal on your insurance at all times.

If you have any questions about your insurance, or you would like a free, no obligation review of your insurance needs, contact John anytime and he will be happy to oblige.

Peter Wilkening

Insurance Adviser

Peter Wilkening brings to Spratt Financial Services a wealth of knowledge to benefit our clients. He specializes in employee benefits, but has a wide range of experience and practical knowledge spanning the entire insurance marketplace.

Upon finishing his Bachelor of Business, Peter embarked on a successful 16 year career with some of New Zealand’s leading life and health insurers and financial advice providers, including Sovereign, Tower and Southern Cross. Peter also holds the National Certificate in Financial Services (Financial Advice) – Insurance Advice. Focussing on making the complexities of insurance simple, Peter ensures that his clients understand what their specific needs are, what cover is appropriate to meet those needs, and helps them manage their claims when required, getting them results every step of the way.

Employee engagement is crucial in successful business today, and an intelligently designed employee benefits package is a crucial part of that. Whether it is attracting and retaining staff, reducing sick days, remaining competitive or just saving money on your existing scheme. Peter can help you anytime.

Outside of work, Peter enjoys spending time with his partner and young son. He is active in a number of community organizations and special interest groups, and he is an avid motorcycle enthusiast, enjoying a ride whenever the chance arises. If you have any questions or enquiries, Peter is always willing to help.

Bruce McCarroll

Insurance Adviser

Bruce McCarroll is an experienced and well respected insurance broker who has been operating successfully in the Auckland marketplace since 1987. Bruce specializes in all forms of insurance and has been able to help his clients fulfill both their life/risk and general insurance needs. Seeking to offer his clients an even wider array of financial services, Bruce has joined Spratt Financial Services to give his clients access to the financial resources Spratt Financial can offer (including investment options, superannuation as well as lending and mortgage services).

Bruce is exceptionally loyal and devoted to the needs of his clients and we are proud to have him on board to ensure that his clients and the clients of Spratt Financial Services continue to receive the best service to secure their financial futures. If you have any questions or requests or you need help getting the most out of your insurance cover, Bruce is happy to hear from you anytime.

Murray Gill

Insurance Adviser

Murray Gill is a highly experienced professional insurance broker and mortgage adviser located in the Nelson region of the South Island. Murray has brought his skills to Spratt Financial Services in order to give the best service to our locally based Nelson and Blenheim clients, acting as their point of call and making sure they get the best service available to them. Murray has a proven record of excellence and a deep knowledge of the insurance marketplace. Murray is proud to offer our clients service in:

  • Life and Risk Insurance.
  • Insurance Claims Management.
  • Securing the best insurance for your unique circumstances at the best prices.
  • Answering your insurance questions and making any changes you need.
  • Making your insurance simple, easy and cost-effective.

Murray’s enthusiasm and dedication to our local clients is a great asset, and Spratt Financial Services is proud to have him on board. Don’t hesitate to get in contact with Murray anytime for a free no obligation review of your insurance, or to ask any questions you might have about your insurance needs.

Gary Whetton

Insurance Adviser

Gary Whetton is an experienced and well respected insurance broker who has years of experience in running his own successful insurance brokerage Gary Whetton & Associates. At the end of 2020, Gary joined the Spratt Financial Group in order to better serve his client base with the broader resources that Spratt and its team can offer.

He is exceptionally loyal and devoted to the needs of his clients and we are proud to have him on board to ensure that his clients and the clients of Spratt Financial Services continue to receive the best service to secure their financial futures. Gary Whetton is proud to offer you his services in:

  • Securing you the best insurance that fits your needs at the most competitive prices available.
  • Helping manage your insurance claims when you need them and taking the stress of claim time out of your hands.
  • Conducting reviews and making changes to make sure you’re getting the best deal on your insurance at all times.

If you have any questions or requests or you need help getting the most out of your insurance cover, Gary is happy to hear from you anytime.

David Lattimore

Insurance Adviser*

David Lattimore possesses a unique role within Spratt Financial Services – that of Specialist Industry Adviser for the New Zealand Airline Industry. David’s senior role in this specialist client service position entails that he understands paying close attention to a client’s individual specialized needs more than most. David has been responsible for the design and delivery of industry leading service standards, as well as training colleagues to meet these standards as well. With his unique knowledge and expertise, David accepts only excellence in standards from both himself and those he trains.

David’s first hand knowledge of the particular needs and circumstances of his clients has enable Spratt Financial Services to create, deliver and manage a standard of insurance resources that is unequalled in the New Zealand Insurance Market. David’s pinpoint time management ensures that he also fulfills the admirable role of a volunteer Fire Fighter at East Coast Bays Fire Station while still finding time for his family.

Sarah Hanson

Insurance Adviser*

Louis Whetton

Servicing Adviser*

Luan Rose

Investment Services Manager*

Brigette Arnold

Financial Adviser

Brigette has worked in the financial industry for over 18 years, across markets in the UK, Europe, Asia, North America, Middle East and Australasia. Her career experience has focused on investor relations, wealth and investment advisory, private equity and management consulting. She advises both private clients and institutional investors, specialising in working with iwi and Māori entities.

She enjoys supporting clients through their investment journey and helping them to reach their goals and objectives. She is also passionate about building the financial knowledge and investment capability of her clients ensuring they have clarity through this experience.

Queenie Sharko

Investment Services Manager

Queenie joined us following the merger of Spratt Financial Services with another local practice following the retirement of its Principal. Queenie is an experienced and capable Practice Administrator who has seamlessly integrated her knowledge, skills and experience into our team. With Queenie on the team, we can give our investment clients the up to date, comprehensive and precise service they won’t find elsewhere.

Queenie has more than proven what a valuable asset she is to any business, bringing her positive demeanour and keen work ethic to make our office a better place. Queenie offers us continuity in the relationships with the clients of the merged practice, bringing crucial benefits to both sides. Queenie works as Investment services manager under Jonathan Parsons in our Investment Services Team who benefit greatly from her experience and insights into a range of administrative duties. Outside of work, Queenie is passionate about art, gardening and cooking, showing her aptitude in creating all natural delights in both the kitchen and the garden.

Scott Lovesy

Communications

Scott came to Spratt Financial Services as an accomplished writer with a Honours degree in English and four fiction books to his name. Scott manages and maintains our website, blog, facebook page and twitter and interacts and fields our clients questions through these mediums. He also uses his linguistic skills in various communications and copy writing roles within the company, and he has designed many of our promotional materials for presentations including advertisements, newsletters, advertorials and posters.

Scott is passionate about writing and also enjoys following cricket, rugby and reading in all areas including classic literature and philosophy. He brings energy as well as technical and linguistic expertise to the office and is always happy to help out.

Vicky Fouche

Administration Manager

Vicky has joined the Spratt Financial team as a key member of our adviser support team, ensuring that our clients have all their needs met promptly and efficiently. Vicky moved to New Zealand from South Africa in 2015, after a distinguished career in teaching Computer Technology and Adult computer literacy.

Vicky has a degree in both teaching and psychology. After emigrating to New Zealand, Vicky acquired a position in Office administration but very quickly worked her way up to office manager and trainer for an insurance company where she gained valuable industry experience and insight into the New Zealand insurance marketplace. With her history and background in IT and her newly acquired insurance knowledge, Vicky has been an invaluable asset for our adviser team.

Outside of work, Vicky has a busy and fulfilling home life with a husband and two teenage boys. Vicky and the rest of her family enjoy spending time in the great outdoors, especially kayaking and snorkelling.

Arlene Lovesy

Adviser Support

Arlene brings over thirty years of experience in the insurance industry to our team in her vital role as senior Adviser Support. Her skill in navigating through the varied and complex processes surrounding the insurance needs of our clients and providers is exceptional. Arlene is a valuable asset for our clients when it comes time to have new cases processed, changes made or information sought, and is dedicated to ensuring our clients are provided for at all times.

Arlene’s knowledge and experience are not her only strengths, as she also brings her unique caring manner and patience to the practice. Her strength and experience means she is well respected by insurance providers and is thus uniquely positioned to remove any possible issues and ensure our clients the most effective insurance service that they require. Arlene is a devoted mother and enjoys books, travel and going the extra mile for those in her life.

If you have questions about your insurance or any aspects of our services, you can contact Arlene at arlene.lovesy@sprattfinancial.co.nz.

Debbie Sollis

Adviser Support

Debbie Sollis came to Spratt Financial Group along with Insurance Adviser Gary Whetton to ensure that the clients of his successful brokerage maintained the trusted level of support that they previously received. Debbie has over two decades of experience in the insurance industry. Before working alongside Gary, Debbie helped run a successful family business in the industry where her role consisted of administration, operations, marketing and client relation functions. Given the nature of the role, Debbie had to demonstrate excellent organisational skills, an ability to multitask and the attention to detail required to organise the day to day running of the business.

Debbie specialises in going the extra mile to ensure Gary’s valued clients get the best service available and with the extra resources, support staff and knowledge base of the Spratt Financial Group behind her, Debbie is even better positioned to continue to fulfill that obligation to existing and new prospective clients. Debbie’s interests outside of work are her family, reading, travel, and long walks along the beach with her Retradoodle, Archie.

If you have any questions about your insurance, or you would like a free, no obligation review of your insurance needs, you can contact Debbie any time and she will be happy to help.

Yulia Egorova

Adviser Support*

Penny Turnock

Reception*

ABOUT SPRATT FINANCIAL GROUP

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Spratt Financial Group has been in business for over 30 years, offering New Zealanders forward looking advice. Founded by Craig Spratt in 1989, the Spratt Financial Group has grown over the years by bringing in specialist advisers to deal with unique clients with specialist needs.

HOW WE CAN HELP YOU

Our professional team of insurance brokers, investment advisers and mortgage specialists offer you service focussed on your specific financial circumstances. We can analyse your unique situation and tailor a specific solution to secure your future, protect your family and reach your financial goals. Whether you need the best and most cost effective insurance, investment assistance, retirement planning or a home loan, we have you fully covered.

Best of all, our services are free and no obligation, so you have nothing to lose. If you need to make an enquiry, use the form below and our team will be happy to help.

OUR PARTNERS

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