Protecting You and Your Loved Ones
Invicta Financial focuses on providing clients with personalised and specialised advice, which each and every individual requires. We truly understand that when discussing your family’s future, advice should be tailored; there is no appropriate one size fits all approach. This is where our experience and knowledge in the insurance and investment sector thrive, allowing us to recommend the best solutions for any circumstance. We work alongside you to put appropriate cover and protection in place, giving you peace of mind for the unknown future ahead.
Meet the Auckland Team
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Lucas started his Finance career after attending Lincoln University, where he completed his Bachelor of Commerce. He then started in the financial industry as a financial adviser for a corporate financial advice provider.
He can draw on his experience and expertise in finance to understand clients’ needs and recommend the right policies best suited to their unique needs. Lucas believes in having a clear and motivated approach to help his clients achieve their short, medium and long-term goals |
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Douglas is a seasoned financial adviser dedicated to guiding clients through their financial journeys. Holding a degree from Victoria University and boasting two years of experience at Generate KiwiSaver, he brings a wealth of knowledge and insight to his clientele. Specializing in personal insurance and KiwiSaver, Douglas ensures that each client receives tailored and comprehensive financial guidance.
Outside of his professional commitments, Douglas is an avid sports enthusiast. |
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Sarah, a passionate insurance adviser at Invicta Financial, holds a Master's degree from the University of Auckland and brings four years of financial services experience. She is dedicated to securing the financial future of New Zealanders by providing personalised insurance solutions. With Sarah, clients can trust in expert guidance for building brighter, more secure futures.
Outside of work, Sarah enjoys watching sports and creative writing. |
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Nicole is a dedicated professional with a strong foundation in real estate and customer service, now transitioning into the financial advisory field. Her experience in real estate has equipped her with exceptional skills in client management and problem solving.
Prior to real estate, Nicole gained valuable customer service experience in banking, where she developed a keen ability to understand and address client needs effectively. Nicole is a well-rounded financial adviser, capable of providing financial guidance and tailored solutions to all her clients. |
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Before becoming a financial adviser, Robbie attended the University of Auckland, where he graduated with a conjoint bachelor of Laws and Arts degree. Robbie specialises in personal insurance and KiwiSaver, and draws on his knowledge and experience to ensure that he provides each of his clients with tailored solutions that fulfil their respective financial goals.
Outside of work, Robbie enjoys travelling, playing Basketball, and spending time with family. |
Meet the Christchurch Team
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Before starting his career in the finance industry, Tom attended the University of Canterbury, where he completed his Bachelor’s and Masters in Finance and Economics. He then joined the team at a fast-growing financial advisory firm, gaining valuable experience and skills in the insurance industry. This led him to find his passion for protecting kiwi families.
With his knowledge and experience in finance and insurance, Tom has built numerous client relationships that stem from more than just ironing out their insurance. He is excited to bring added value to new clients that come on board. |
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Prior to becoming a financial adviser, Lucas completed his tertiary studies at Lincoln University where he graduated with a Bachelor of Accounting and Finance. He now enjoys finding solutions for clients in both personal insurance and KiwiSaver.
Outside of the office, Lucas loves to go out and see what New Zealand has offer through tramping, skiing and all things outdoor. |
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Before starting as a financial adviser, Andrew attended the University of Otago, studying a bachelor of Commerce in Finance and Marketing. Since then, he has completed his Certificate in Financial Services and is passionate in utilizing his expertise to help clients achieve their financial goals.
Through his extensive knowledge of finance, Andrew believes he can add value to any client. When he is not working, you will find him on the Volleyball court or catching up with friends and family. |
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Before starting as a financial adviser, Jared started out as the marketing manager for Invicta Financial. Before long, he completed his level 5 Certificate in Financial Services and is now a dedicated financial adviser who is enthusiastic about safeguarding families' financial goals - offering expert guidance on insurance and investment options, while facilitating strategies for individuals to protect and secure their loved ones' futures.
Previously, Jared had completed a Bachelor of Physical Education at the University of Canterbury. When he isn't working, Jared loves to spend time with friends, watch and play sports, and experience the New Zealand outdoors. |
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Prior to embarking on a career change to become a financial adviser, Maddie successfully obtained a Bachelor of Nursing and a Postgraduate Certificate in Health Sciences. Her professional background includes working as a mental health nurse and in private practice. Maddie specialises in personal insurance and KiwiSaver and draws on her experience interacting with people from diverse backgrounds to provide tailored solutions.
Maddie also has a Diploma in Sports Science and outside of work she enjoys running, swimming and CrossFit. |
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Tia entered the financial services industry with a strong commitment to securing the futures of New Zealanders. With a Bachelor’s Degree in Marine Sciences, Tia offers a unique perspective that emphasizes sustainability and long-term security in financial advisory.
Her approach is centered around empowering individuals through education. She builds enduring client relationships founded on trust and empathy, guiding them toward financial success through personalized strategies and expert advice. Outside of work, Tia enjoys staying active and indulging her passion for baking in the kitchen. |
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Janula was born in Colombo, Sri Lanka, and raised in Christchurch. He graduated from the University of Canterbury with a Bachelor of Science degree, majoring in Biological Sciences. Currently, he is pursuing his Master's in Finance, driven by a long-standing passion for the field. From a young age, Janula has idolized figures like Warren Buffet and been fascinated by the insurance and investment sectors, and he is eager to continue learning and contributing to these areas.
Outside of his professional pursuits, Janula enjoys reading, traveling, and boxing. He is equally passionate about these activities. |
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Ashley entered the financial services industry with a passion for helping individuals. With a background as a Personal Trainer and group fitness coach, Ashley brings a unique perspective, emphasizing growth and empowerment in financial advisory.
Drawing on experience connecting with a diverse range of clients, Ashley is dedicated to inspiring confidence and driving success. Building lasting relationships based on trust. Outside of work, Ashley is a social butterfly who enjoys spending time with friends and being an active member of the CrossFit community. |
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Anthony is a dedicated financial advisor with a diverse background, holding a Bachelor's degree in Geography and Sports Management from the University of Mary Washington in the US. Before transitioning into finance, he inspired the next generation as a high school teacher. Passionate about helping families achieve their financial goals, Anthony takes pride in providing personalized guidance to ensure a secure financial future.
In his free time, Anthony enjoys spending quality time with friends and family and proudly represents New Zealand in ultimate frisbee, combining his passion for sports with a competitive spirit. |
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