Mark Sheenan joins Plus4 Insurance Group in Nelson
Mark Sheenan joins Plus4 Insurance Group in Nelson
Plus4 Insurance Solutions (Plus4), the national
insurance broking and financial adviser group, today
announced that Nelson-based adviser Mark Sheehan has joined
Plus4, extending the group’s presence in the Nelson
Marlborough region.
An Authorised Financial Adviser (AFA) and Certified Financial Planner (CFP), Mark joins Plus4 from Endeavour Financial Planning in Nelson. He has more than seven years financial services sector experience and prior to moving to Nelson in 2007 was a business analyst with the financial advisory division of the Tower Financial Services group.
Mark has a Bachelor of Commerce in business and finance from Auckland University and a Graduate Diploma in Business Studies in financial planning from Massey University. A sought after speaker throughout the Nelson Marlborough region on financial planning and insurance, Mark specialises in investment advice including, KiwiSaver, and personal and business insurance.
Mark is a member of the Institute of Financial Advisers (IFA), Branch Chair of the Tasman Institute of Financial Planning and a member of the Nelson Club.
Plus4’s Chairman Grant Uridge said, “Mark is a very able and highly regarded adviser. He has run a successful financial planning business, predominantly serving the needs of small to medium sized businesses and families. Given that Plus4 is a cooperative, the only specialist insurance and financial broking firm who is a member of the NZ Cooperatives Association, we are very selective about whom we ask to join our group. Our members need to not only have the necessary experience and expertise but also share our values, as each member has an equal shareholding. We are pleased to welcome Mark to Plus4.”
Established in 2008 in Nelson,
Plus4 now has over 30 advisers working from 12 locations
between Whangarei and Invercargill. Group members, who have
no affiliations to any specific insurance provider, offer
unbiased advice tailored to their individual and business
clients’ requirements.
They work predominantly with
small to medium sized enterprises, their owners and their
accountants.
Mark Sheehan said, “Joining Plus4 will enhance our offering by providing access to Plus4’s systems and processes, as well as the benefit of being part of a group of like-minded professionals.”
ENDS