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The Currey Financial Services Team

Our dedicated team is here to help you get the best out of our services. Pictured below are the key members of our team.

Bill Currey Bill Currey

Bill is a company director and started working in the insurance industry in 1982.

He has a BA (Economics) and has completed numerous accreditation courses over his 26 years in the industry.

Bill no longer acts as a Financial Adviser, but has the role of Quality Assurance in the office.

A copy of Bill's Disclosure statement is available on request.

Adam Currey Adam Currey Qualified Financial Adviser (AFA)

Adam is a company director and joined the business in 2006 after 20 years as a professional pilot.

Adam has completed an MBA at Southern Cross University in NSW, Australia and each year he completes ongoing accreditation courses for the financial institutions that he represents.

Adam is committed to providing the most suitable financial solutions for all of his clients. He does this by keeping in regular contact to ensure that they, their families and their businesses have appropriate financial protection according to their individual circumstances.

A copy of Adam’s Disclosure statement is available on request.

Jenny Gosse Yupar Oo Qualified Financial Adviser (AFA)

Yupar has worked in the financial services industry for over ten years, both here in New Zealand and in Singapore. Yupar has a Bachelor of Business Studies degree from New Zealand and has completed a number of accreditation courses for the financial institutions that she represents as well as numerous hours in personal study and seminars. Yupar understands the importance of protecting the areas in your life that are important to you, such as your family, your health, your income, and your lifestyle, and is very passionate about providing tailored, easy to understand recommendations that suit individual needs. In addition, Yupar is an effective, efficient and caring adviser who strives to provide exceptional support and service to our clients and will go the extra mile for them at claim time.

A copy of Yupar’s Disclosure statement is available on request.

Jenny Gosse Jenny Gosse

Jenny is the office manager and brings with her a wealth of office experience.

She has worked as a Personal Assistant in a wide range of industries, both overseas and in New Zealand.

Jenny was also a legal secretary for 20 years requiring attention to detail and accuracy, thus ensuring clients are well looked after in terms of administration requirements.

Jenny’s role is to provide a familiar voice and personal assistance with all administrative requirements.

Sandra Kelly

Sandra is our Client Services Administrator. Sandra has over 20 years in the banking and financial services industry. The experience and knowledge that she has gained over these years means she is able to offer all our clients exceptional service.

Managing everything from new applications to accounts, Sandra works with Jenny managing all our client annual review preparation and communicating with clients to provide assistance when required.

Her philosophy is to ensure all clients receive exceptional service!

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