Headquarters:

1/110 Erindale Road, Balcatta, WA 6021, Australia

Year founded:

2015

Number of employees:

Phone:

0800 798 815

Email:

info@everbright.co.nz

Website:

everbright.co.nz

LinkedIn:

linkedin.com/company/everbright-finance

“Everything we do as an organization is to serve our agents in a meaningful way, which is to provide industry-leading insurance solutions when they need them the most”

Mark Maher, Jencap

EVERBRIGHT FINANCE

Frank Cui

Founder and Managing Director

Francine Kwok

General Manager

Oliver Huang

Director of North Shore Team

Leadership

Frank Cui, the founder and managing director of EverBright Finance, previously worked for two major banks in New Zealand for 14 years. During his professional career, he held several senior roles in the financial industry, which included his last role as head of migrant and Asian banking division. He also serves on the board of the Employers and Manufacturers Association in New Zealand. As a career banker and businessman, Cui is passionate about supporting local businesses and communities to help them grow. He also has an academic master’s degree in advanced leadership practice from Massey University and a finance degree from Auckland University. Cui is married and has two children. In his leisure time, he enjoys playing basketball and acoustic guitar.

Founder and Managing Director

Frank Cui

Francine Kwok is the general manager of EverBright Finance. Prior to joining the company, she had 20 years of banking experience with BNZ, where she gained experience in credit, people leadership, risk management and operational management. In her last role as a regional manager at BNZ, Kwok was responsible for leading the highest-performing team of business acquisition managers in the SME segment and providing banking solutions that fit the needs of businesses in Auckland and Northland to help them grow. To understand the needs of individuals and groups that she does business with, Kwok applies her practical experience and knowledge from her formal education when providing valuable advice and sourcing the best solutions.

General Manager

Francine Kwok

Oliver Huang is the director of the EverBright Finance North Shore team and a senior financial adviser. He has extensive knowledge and expertise in numerous areas, including IT, international trading, wholesale manufacturing, retail, residential construction, property developments and the banking and financial industry. He specialises in property finance and residential, business and commercial loans. A rich business background and knowledge of property development make him unique in the finance sector. Huang was recognised as Advisor of the Year in 2018 under Mortgage Link for his first advisory year and has received the Link Financial Group Double Diamond Awards for the past years. He has helped countless customers make their financial dreams come true.

Director of North Shore Team

Oliver Huang

“Everything we do as an organization is to serve our agents in a meaningful way, which is to provide industry-leading insurance solutions when they need them the most”

Mark Maher, Jencap

“Our team has successfully executed on an aggressive acquisition and integration plan over the last few years, which has contributed greatly to our strong market position”

John Jennings, Jencap

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“Our team has successfully executed on an aggressive acquisition and integration plan over the last few years, which has contributed greatly to our strong market position”

John Jennings, Jencap

“Everything we do as an organization is to serve our agents in a meaningful way, which is to provide industry-leading insurance solutions when they need them the most”

Mark Maher, Jencap

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Song Song

Director of East Team

Song Song is the director of EverBright Finance’s East team. Prior to this role, he worked for 12 years in various roles at banks. He has gained experience in leadership, lending and operations during his banking career. His last role at BNZ was regional manager for SME acquisition. Song’s experience and knowledge in the banking industry give him a great understanding of the client’s financial goals and how to achieve them. He specialises in business and commercial lending, property finance, cash flow lending and budgeting, residential home lending, investment property lending and business planning.

Director of East Team

Song Song

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

EverBright Finance was founded in 2015 by a group of dedicated, highly experienced former bankers determined to provide a sensible, simple and successful service to New Zealanders as they look to build their futures. It was awarded first place nationally by Link Financial Group in recognition of its outstanding performance three years in a row. The company was also recognised as one of NZ Adviser’s Fast Brokerages in 2022 and recently received the Brokerage of the Year Excellence Award in the 2023 New Zealand Mortgage Awards. Today, EverBright Finance boasts three branches conveniently located in Auckland, as well as 18 financial advisers and a thriving support team. The team includes experienced personal and business lending advisers, property finance specialists, commercial property lending professionals and insurance advisers. EverBright Finance has helped thousands of clients achieve their financial goals in a short period of time. The company is accredited with all major New Zealand banks, as well as an extensive range of other lenders. With their professional approach to lender relationships, the EverBright Finance team can ensure that each client has access to the most appropriate deals for their individual needs.

“Our team has successfully executed on an aggressive acquisition and integration plan over the last few years, which has contributed greatly to our strong market position”

John Jennings, Jencap

Edward Lai

Head of insurance

Steve Campbell

Executive Director

Rhonda English

Chief Marketing Officer

Evelyn Peng

Chief Risk Officer

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.

Head of insurance

Edward Lai

Steve Campbell followed his father into insurance broking. He loved the diversity of clients and their businesses. No matter how much there is in common, there are always unique aspects to how they work and the people that run them. That is what a broker needs to understand. Otherwise, how can they advise? By the time one has done a detailed risk analysis, they’ll know everything about the business – its operations, finances, people, and future direction – which is a perfect place to advise from. “I found broking to be a deeply satisfying career and loved to help clients solve their business problems, of which insurance was the easy one,” he says. What makes Campbell such a great chairman is his experience, problem-solving abilities, and a detached perspective that enables him to see the bigger picture. These qualities also make him an ideal mentor and guide for such a dynamic executive team. He is a devoted West Coast Eagles fan and a happy, doting grandfather.

Executive Director

Steve Campbell

Rhonda English is a CPA, CMA and obtained her Honors Bachelor of Arts in Business Administration and her MBA from the Ivey Business School at the University of Western Ontario. Rhonda joined CM Club Group as vice president of insurance, then took the role of vice president corporate marketing, overseeing business insights & analytics and the acquisition and retention of the CM lines of business. In 2016, she was named chief marketing officer, taking on additional responsibility for travel and membership product, digital, and the government & community relations advocacy team.

Chief Marketing Officer

Rhonda English

Evelyn Peng started at CCG in 2017 as director of risk management and now serves as the chief risk officer for the organization. She has a Bachelor of Science in Biotechnology and a Master’s in Accounting from the University of Waterloo. She has extensive experience with enterprise risk management, specializing in operational risk management, and financial risk management. Evelyn is a Chartered Accountant and a Financial Risk Manager.

Chief Risk Officer

Evelyn Peng

Chief Risk Officer

Evelyn Peng

Chief Risk Officer

Evelyn Peng

“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.” Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”

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Earlene Huntley

Group Chief Financial Officer

Melissa Abramowitz

General Counsel, Chief Compliance Officer and Chief Privacy Officer

Melissa Abramowitz has been practicing corporate and commercial law for over 20 years, with an emphasis on the financial services industry. She joined CAA Club Group in 2014, and currently serves as the General Counsel, Chief Compliance Officer and Chief Privacy Officer of CCG and its affiliated companies. At CCG, Melissa provides strategic legal advice on a broad range of matters including corporate governance, licensing, distribution, marketing and advertising, commercial contracts and regulatory compliance. She holds a Bachelor of Civil Law (B.CL) and Bachelor of Laws (LLB) from McGill University and a Certificate in Regulatory Compliance for Financial Institutions from Osgoode.

General Counsel, Chief Compliance Officer and Chief Privacy Officer

Melissa Abramowitz

Earlene Huntley joined CAA in 2014 as director, tax and was promoted to AVP, tax in 2016, and to her current role as group chief financial officer of CAA Club Group in February 2017. In her role, she is responsible for all aspects of finance. She is a graduate of the University of the West Indies where she earned her BSc. Accounting (Hons) and is a Fellow of the Association of Chartered Certified Accountants in the United Kingdom.

Group Chief Financial Officer

Earlene Huntley

Simon Williams

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

Simon Williams

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

Group Chief Financial Officer

Earlene Huntley

General Counsel, Chief Compliance Officer and Chief Privacy Officer

Melissa Abramowitz

General Counsel, Chief Compliance Officer and Chief Privacy Officer

Earlene Huntley

Group Chief Financial Officer

Earlene Huntley

General Counsel, Chief Compliance Officer and Chief Privacy Officer

Melissa Abramowitz

Jencap is committed to employing innovative enterprise-wide technology solutions that support their underwriters in making more timely and effective risk decisions. As such, they launched Two Sigma Insurance Quantified’s SubmissionIQ in 2022. SubmissionIQ equips their underwriters with the data they need to make smart and strategic risk assessments, further supporting them in implementing best-in-class business processes. The common thread woven through Jencap’s success is its people, as they have the best brokers and support staff in the industry. Fun fact: 20% of Jencap’s staff are employee equity holders. They don’t just say that their team members “own it” – they really do! This adds a unique layer of commitment and dedication to their job and the company’s success. “Our team has successfully executed on an aggressive acquisition and integration plan over the last few years, which has contributed greatly to our strong market position. Each acquisition has provided geographic expansion, new market access, exclusive programs and niche specialization,” says Jencap Chief Executive Officer John Jennings. To date, they have acquired 19 companies and rebranded 10 of those companies to Jencap. Click here for more information on Jencap.

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Management liability Arch Insurance’s management liability team is dedicated to addressing the needs of our partners. Our underwriting approach is to recognize and address exposures particular to each insured and offer creative solutions for our customers including complex risk and hard-to-place industries. Know more here: insurance.archgroup.com/north-america/canada/offering/management-liability Cyber Arch Insurance’s experienced underwriting team takes a forward-looking approach to writing network security, privacy and media liability for mid-to-large accounts. Professional liability Arch Insurance’s professional liability team is positioned to offer professional liability programs for financial service firms.

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