Chris is a professionally qualified insurance & mortgage broker. He holds a degree in Bachelor of Agricultural Science from the University of Malaya, the Advanced Life Insurance Certificate (New Zealand), a Certified Diploma in Accounting and Finance from the Association of Certified Accountants (UK) and a Diploma in Business Studies in Personal Financial Planning from Massey University, New Zealand.
He is an Associate of the Insurance Brokers Association of New Zealand and a Senior Associate of the Australian and New Zealand Institute of Insurance and Finance. He has worked in New Zealand since 1990 and is a Registered Financial Adviser. His background in banking and finance coupled with his work experience in insurance and mortgage has enabled him to practice as a total financial solutions provider for clients.
Chris also worked as a Disputes Tribunal Referee from 2000 to 2003 at the Auckland District Court.
June has been with Sit & Blake Limited since 1999, in charge of finance and management of clients’ portfolios. June’s specific role is in looking after new and existing clients to ensure that clients’ requests are attended to promptly within minimal turnaround time. Her in-depth working knowledge in insurance, mortgage and finance has enabled her to efficiently and effectively carry out all aspects of insurance and mortgage broking work.
Karen joined Sit & Blake Limited in 2013.
Prior to this, Karen worked with a number of companies in marketing and management in China emphasising on customers’ needs. She specialises in process management, market research and business data analysis with the focus on improving customer satisfaction.
She has a post graduate diploma in Business Applied Management from Otago Polytech.
Ever since joining our organisation, Karen has been comprehensively trained in financial services advisory work. Her multi-lingual skills have proven to be an asset in looking after our customers.
Her work experience has helped our business to implement technology solutions to effectively adapt to the fast-changing business environment.