Meet the Quantum team

Malcolm Shepard, Quantum Financial Advisers Whangarei.

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Malcolm Shepherd

Registered Financial Adviser

Malcolm has over 20 years of experience as a mortgage broker, as well as working in the banking, financial planning and insurance broker industries here in New Zealand and internationally, with clients located across the globe.

Malcolm established Quantum Financial Advisers after he identified a gap within the Northland finance market for a mortgage broker and financial advice company that could offer a wide range of quality independent financial advice across residential mortgages, commercial financing, business finances and rural funding.

His vision for Quantum Financial Advisers has seen offices established in Whangarei, Kerikeri, Kaikohe and Kaitaia with service centres in Paihia and Russell available for appointments with clients.

“We have a very strong online presence and deal with clients all over the country and abroad, technology allows people to arrange a mortgage with us without leaving their house” says Malcolm.

In his spare time Malcolm loves spending time with his family, out on the water fishing and keeping fit playing squash.  Malcolm is a keen traveller and enjoys meeting different people from around the world.

Malcolm delivers independent mortgage advice and personal financial planning aimed at improving your commercial or personal finances.

For an obligation-free chat with one of our registered financial advisers and mortgage brokers contact the Quantum team on 0800 111 196 today!

View disclosure statement here

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Yvonne Clark

Registered Financial Adviser

Yvonne has extensive knowledge within the finance industry and can offer her clients personal finance advice that encompasses all her experience. Yvonne has also worked in the personal insurance industry for much of her career and understands risk, Yvonne also knows the value of independent financial advice.  For the last thirty years Yvonne has been working in financial planning and retirement planning, helping many people achieve their financial goals and planning for their retirement. Yvonne has also held senior wealth management roles and financial management positions within the banking industry.

Understanding business from a business owner’s perspective is critical. Yvonne has owned and operated a real estate company and a financial planning company and is able to bring a huge amount of expertise as an experienced business owner and independent financial adviser, to the clients of Quantum Financial Advisers.

Besides her professional financial management and insurance advice career, Yvonne has a depth of life experience and is a published author of a self-help book titled, “Just Breathe”. In her spare time Yvonne enjoys boating and spending time with friends and family.

For independent financial advice and insurance advice contact Yvonne today.

View disclosure statement here

Tania Shepherd

Sales Manager

Tania has a bachelor of health science and has worked in the medical industry for over 12 years both in NZ and Australia.  Her background offers Quantum a dynamic insight into the medical complexities regarding health and how to best protect clients with Insurances and unforeseen loss.  Tania has a wide range of skills working with people from all walks of life.  Although new to the finance industry Quantum has recognised her experience from a high stress environment to be useful to our clients. 

Tania is also a mother of two and likes to spend time with family and friends, travel and participate in activities in her local community in her spare time.

Claire Arnesen

Operations Manager

Prior to working with Quantum Claire’s background was in Sales Management within the Real Estate industry and Administration Management. Claire is Auckland-born but spent her teenage years in Whangarei before moving to London and then to Perth. Having returned to Whangarei with her husband and 2 young children they are currently renovating their property in Kensington. Claire is passionate about protecting our planet and she loves to travel and spend time in nature.

Kelli Morris

Client Services Manager

Kelli is an Accredited Financial Adviser and brings a wealth of knowledge to Quantum, having spent the last 24 years working in the Financial Planning Industry. Kelli’s passion is helping people reach their goals and making a difference in their lives.  She has two grown daughters, McKenzie and Genevieve, and a supportive partner, Andrew. She enjoys spending time in our beautiful Northland outdoors, reading, and socialising with friends and family.

Adam Lloyd-Jones

Registered Financial Adviser

Adam has 18 years’ experience in sales and account management across a variety of industries, from retail, financial services, travel and wholesale food and beverage. Always with a focus on customer relationships, he is knowledgeable and trustworthy, is naturally a people person and will always work in your best interests.

As a new member of the team he brings with him enthusiasm and energy and enjoys keeping up to date with the latest industry trends, products and technology. Adam is a 7th generation Northlander and is an active member of the Northland community, often out and about at social events and sports gatherings with friends and family. Make sure you say Hi if you see him, he is keen to work with you!

Ginny Smith

Client Services Manager

With over 12 years’ experience in the home lending industry (including personal banking) Ginny has a keen passion for helping customers toward their home/investment dreams. She brings to Quantum a wide range of skills developed through dealing with people from all walks of like and helping them achieve their individual goals. Having lived in the Far North for over 13 years she enjoys the paradise we have and loves walking, fishing and discovering the untouched spots of New Zealand.

Catherine Carr

Client Services Manager

Catherine (aka “Cat”) moved to the mid-North in 1999. She has just shy of 10 years’ experience in the banking industry, years well spent building personal relationships & working with customers to meet their goals. Cat has a particular interest in helping people and gets a fantastic sense of achievement when her clients reach their goals!  Outside of work Cat is passionate about horses, teaching riding & training horses in various disciplines. She also enjoys spending time with her 3 young nephews & supporting the rest of her tight-knit family.

Corina Van Der Gulik

Client Services Manager

Corina has over 12 years experience within the financial sector. She is a qualified Financial Adviser with a passion for customer service and providing a tailored solution to suit her clients specific needs.

A kiwi with overseas roots, Corina grew up in Wellington & in her late teens moved to Auckland where she has been ever since.  She is engaged to the man of her dreams and along with their 2 children they have set up camp on the outskirts of South Auckland. Corina loves to travel and given the chance would be on a plane tomorrow, exploring what the world has to offer.