Headquarters:

9 Huron Street, Takapuna, Auckland 0622

Year founded:

2022

Number of employees:

Phone:

021 227 6183

Email:

hello@jamieandco.nz

Website:

jamieandco.nz

LinkedIn:

linkedin.com/company/81474426

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

Jamie Sanderson

Director and Principal Adviser

Melissa Smith

Client Services Manager and Head of Loan Admin

Louise Weston-Arnold

Client Services Manager and Loan Admin

Leadership

Jamie Sanderson has over 20 years of client-facing and leadership roles within the finance industry. He is passionate about supporting his team and clients to achieve their goals, whether they are financial, business or personal. Sanderson is an avid and innovative problem solver and is continuously searching for new and improved ways of delivering client outcomes.

Director and Principal Adviser

Jamie Sanderson

Melissa Smith was the first person to join Mikey Smith back in 2019, when Mikey was looking to grow. At the time, Mikey was a small-time mortgage broker, and she trusted the vision of the company and joined Guardian Smith after 18 years in the banking industry. Melissa spent many years in home lending at ASB Bank and Kiwibank. She brings valuable skills to the company that help make sure they get loans approved.

Client Services Manager and Head of Loan Admin

Melissa Smith

Louise Weston-Arnold has a long history in the mortgage and lending space, dating back to when she was back in the UK. She’s an asset to the team; she processes refixes and mortgage extensions but also has the skills to help collate documents and prepare loan applications for bank submission.

Client Services Manager and Loan Admin

Louise Weston-Arnold

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

Leadership

“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”

Saray Uribe, CharSan Insurance & Consulting

Leadership

Zaheeda Ahmed

Client Services Manager

Zaheeda Ahmed joined Guardian Smith in 2020, coming from a sales and management background. She looks after everything, from helping clients fix their existing lending to extending expiring mortgage approvals to being Mikey Smith’s right hand. Ahmed keeps the company’s CRM, application folders, system operations and general office organisation in full order so Mikey and the team can work as efficiently as possible; in turn, this keeps the company operating at a high level with great service.

Client Services Manager

Zaheeda Ahmed

Jack Hou

Partner

Jack Hou is a strategic partner at EverBright Finance. He has 18 years of experience working in four international financial institutions, including three major banks in New Zealand. His positions within ANZ included head of international banking, NZ and Auckland Asian retail and business banking, and acting regional manager for Wellington North, with 13 branches and over 200 bankers. He was also a board member of the ANZ NZ Staff Foundation and the founder of the Wellington Region’s Asian retail and business bank divisions. Hou is passionate about helping clients enter into home and business ownership. He is keen to share his corporate and entrepreneurial experience to help customers and their businesses grow. As a vibrant, motivational leader, he develops high-performing individuals and teams. Innovative and entrepreneurial, he has a strong ability to launch new business strategies and own growth segments with superior customer satisfaction and revenue growth.

Partner

Jack Hou

Jamie & Co began in 2022 and has grown significantly since. The goal of the company is to make lending easy for all clients and the team’s experience contributes to this. The team is passionate about helping people with finance and property, and its ethos is to support clients at all stages of the purchasing process, including regularly attending open homes and auctions, explaining bank and lender policies and processes and assisting them in providing the right information for the best outcome. Purchasing a home or applying for most types of financing is one of the biggest financial commitments most people undertake. You need expert advice when it comes to this type of investment. Jamie & Co has expertise across residential, business and commercial lending, so it can provide this advice to all borrowers. Jamie & Co is regularly featured on national news channels such as Newshub, The AM Show, various podcasts and radio as subject matter experts for all things lending and finance.

Edward Lai

Head of Insurance

Sean McConlogue

President, Alliant Underwriting and Consumer Solutions

Dan Draper

Group Chief Underwriting Officer

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Edward Lai is the head of insurance for EverBright Finance. He believes putting his clients first and maintaining the highest level of professionalism on their behalf is a must, and this has never steered him wrong. He brings the greatest degree of experience to his clients by listening to their needs and working diligently with them to implement a comprehensive, customised plan that is unique to them. His specialty lies in life risk insurance such as life, trauma, disability income protection, TPD and medical coverage. His clients would describe him as an honest, helpful, passionate and detail-oriented person. With Lai on their side, clients can rest assured that they will receive the highest level of expertise and care when it comes to their insurance needs.

Head of Insurance

Edward Lai

Sean McConlogue has more than 20 years of experience in the insurance industry, with particular emphasis on specialty program development. Before joining the company in 2003, McConlogue served as president of Affinity Insurance Services, and prior to that held senior-level management positions with Tristar Insurance Services, Arthur J. Gallagher & Co., and Xerox Corporation. McConlogue earned a bachelor’s degree in economics from the University of California, San Diego and a master’s degree in international management from Thunderbird, The American Graduate School of International Management.

President, Alliant Underwriting and Consumer Solutions

Sean McConlogue

Dan Draper was appointed group chief underwriting officer in September 2022. He had previously served for more than two years as group head of underwriting at AXIS. Prior to that, he had been group chief risk and actuarial officer at VIBE. Before joining VIBE, Draper spent eight years with AXIS, holding a number of leadership roles that included group chief actuary, chief risk analytics officer, and insurance segment chief risk officer. Before that, he held managerial positions at the Financial Services Authority, XL Capital, and EY.

Group Chief Underwriting Officer

Dan Draper

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

Sarah M Stewart

Associate Vice President, Leasing and Call Centre Operations

Karen Bannister, CM

Vice President, Marketing

Dave Longbottom

Chief Technology Officer

Alex Ventura

Head of Marketing

Damian Palovick

Senior Vice President of Underwriting AXA XL – Delegated Authority Programs, North America

Dr. Mary Lavoie

Head of Risk Management and Senior Vice President AXA XL – Delegated Authority Programs, North America

Mark Bernacki

Chief Underwriting Officer

Ryan Armijo

Chief Operating Officer, Underwriting Division

Bob Petrilli

President, Underwriting Division

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Small business

Brokers’ Pick – Professional liability

Broker's Pick – Personal Accident and Illness Insurance

Turnaround time – claims

BDM support

Broker communication, training and development

Overall service level

BDM support

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

Saray Uribe, CharSan Insurance & Consulting

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting