Malcolm Shepherd

Financial Adviser & Founder

  • Malcolm can offer Lending advice, Personal Risk insurance advice and Business Risk insurance advice.

Our fearless leader 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.

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.

View Malcolm’s disclosure statement

Yvonne Clark

Financial Adviser

  • Yvonne can offer Lending advice

Yvonne has extensive knowledge within the finance industry. Along with having worked in the personal insurance industry for much of her career, the last thirty years has seen Yvonne 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.

Yvonne has owned and operated a real estate company and a financial planning company and is able to draw from her experience as a business owner and independent financial adviser to benefit her clients.

In her spare time Yvonne enjoys boating and spending time with friends and family, and she is the published author of a self-help book titled “Just Breathe”.

View Yvonne’s disclosure statement

Adam Lloyd-Jones

Financial Adviser

  • Adam can offer Personal Risk Insurance advice

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!

View Adam’s disclosure statement

Kelli Morris

Client Services Manager

Kelli is a qualified 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.

View Kelli’s disclosure statement

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 married 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.

Louise McRae-Shepherd

Client Manager

Info coming soon!

Shannon Kake

Client Manager

Shannon has joined Quantum to work alongside Louise – together they are helping our clients with financial coaching and budget management. His experience in various industries means Shannon can relate to people of all walks of life and is easy to talk to.

Shannon, who is of Nga-Puhi and Ngati-Hau descent, returned to his hometown of Whangarei a few years ago with his wife and little boy after living in both Auckland and Australia. Spare time is spent with his family and friends and he loves watching bit of sport on the weekends!

Tania Shepherd

Sales Manager

Tania oversees our hard-working team of Client Managers. She has a Bachelor’s degree in Health Science and prior to joining Quantum had worked in the medical industry for over 12 years in both NZ and Australia.  Along with her management skills, Tania’s background offers a dynamic insight into the medical complexities regarding health and how to best protect clients with Insurances and unforeseen loss.

Tania is a mother of two and enjoys spending her spare time with family and friends, travelling and participating in activities in our local community.

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.

Member of financial NZ