The Sustainable Team

The Sustainable Insurance Team

Jason Davis

Director, Registered Financial Adviser

Jason Davis Profile Shot

Jason Davis has been involved in the business sector for his entire career. With involvement from Start Ups to Senior Management in a large corporate, Jason understands the world of Business and its risks. Jason uses his broad experience in finance and insurance to help clients make smart financial decisions based on their stage of life.

  • 15 Years Business Experience from startups to the corporate sector
  • Involved with Insurance Industry for 12 years
  • Bachelor of Commerce in Management and Marketing
  • Committee Member of Hauraki Plains Business Network and Postively Promoting the Plains
  • Member of the Sustainable Business Network of New Zealand
  • Junior Sports Coach for Cricket, Hockey and Rugby
  • Married with three children, Jason enjoys time with family, gardening, and the outdoors.

Contact Jason on 027 277 7647 or jason@sustainableinsurance.co.nz

Jason is an Registered Financial Adviser FSP#462326 regulated by the Financial Markets Authority.

To download my disclosure statement please click the link below:

Jason Davis RFA Disclosure Statement V.5

Farida Davis

Director, Registered Financial Adviser

Farida Photo

Farida is very friendly and really enjoys making sure that families have the right insurance’s in place, to protect your standard of living should an accident happen. Farida with her medical background specializes in finding you the best option for your health insurance needs. Farida supports you not only at the start when you are signing up but also at claim time when she is there to help you understand the medical jargon and advocate on your behalf with the insurance providers.

  • 12 years Accounting and Administration Experience
  • Degree in Medical Lab Science
  • Experienced in Rural and Small Business Accounting
  • Married with three children
  • Proficient in English, Hindi and Urdu

Contact Farida at farida@sustainableinsurance.co.nz or 022-351-6581

Farida is a Registered Financial Adviser FSP#481186 with the Financial Markets Authority

To download my disclosure statement please click the link below:

Farida Davis RFA Disclosure Statement V 2

 

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