Marcus Allan
Financial Adviser
Specialising in
Working at
Marcus has been an insurance adviser since 2013, specialising in General Insurance, Life Health and Disability Insurance, and Workplace/Group Health Insurance.
Marcus places high importance on gaining a clear understanding of his client’s needs through comprehensive fact-find processes and conducts regular reviews to ensure that any changes in circumstances are reflected in clients’ insurance planning.
Marcus has attained his Level 5 New Zealand Certificate in Financial Services.
Marcus enjoys surfing at Wainui Beach where he lives with his wife and two children. To unwind he also loves to play golf, tennis, and backyard cricket.