Our Team
Under new regulation effective from 1st July 2011, Investment related products have been classified as Category 1 products and any advice sought can only be from an Authorised Financial Adviser. At Canterbury Financial Services Limited, Mark O'Donnell is our Authorised Financial Adviser, and he is able to give you advice on these and other financial products. Mark's disclosure statement is available on request and free of charge, and a link to this is also provided at the bottom of this page.
MARK O'DONNELL
Mark has been in the financial advice business since 1988. Mark likes to look at the "big picture" in an effort to add value to people's financial planning. Investment Planning and Insurance needs are his forte. He is a member of the Institute of Financial Advisers (IFA) and the AXA Advisers Association (AAA).
Mark likes to go hunting and fishing and follows his children avidly in the sports they are involved with.
ROB SHAW
Rob started in February 1999 as a Personal Adviser in the insurance and financial industry. Rob's skills are in Insurance Planning and his main focus is in the rural sector. He is a member of the AXA Advisers Association (AAA).
In Rob's spare time, he enjoys farming his 22 acres in North Canterbury and spending time with his partner Lisa and daughter Emerson. He also enjoys the outdoors including hunting, fishing and socialising.
JULIE LECKIE
Julie has worked for Canterbury Financial Services Ltd since 1999 in various roles. Julie is the Customer Services Manager. Excellent customer service is one of Julie's main objectives.
Julie enjoys heading away in the weekends in her 5th wheeler with her husband Mike. She also loves spending time with her two daughters and enjoys reading, gardening and coffee.
JAN-MAREE BENNY
Jan-Maree has been with Canterbury Financial Services Ltd since September 2005 working in an Adminstrative role and her main focus is client services and communication via the website and monthly newsletter.
Jan-Maree enjoys living in the country on her 10 acre lifestyle block with her husband Mike, three children, dog Ella and turtle Snappy. In her spare time, she enjoys caravanning, reading and following her children in their sports activities.
CAROL SMITH
Carol has worked for Canterbury Financial Services Ltd since March 2004 in the role of Receptionist and Administration.
Carol's main passion is her garden and retail therapy! She is married to Bob and has two daughters (no grandchildren yet but ever hopeful)!!
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