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Meet the Team

Sharon Fang is a sharebroker for both Chinese and non-Chinese clients. She has over 15 years experience in the sharebroking industry. Sharon has been living in New Zealand since 1987 and has been with the Company for 10 years. She has a Masters Degree in Applied Linguistics from Victoria University and a Diploma from NZ Stock Exchange. She speaks fluent English, Mandarin and has a good knowledge of Cantonese.

Dan worked for Equity’s parent company Investment Research Group (IRG) as part of the research team and then as a private client advisor prior to IRG’s acquisition of Equity in May 2008. After the acquisition of Equity and the subsequent sale of IRG’s Funds under Management business, Dan then joined Equity as a Client Advisor.

Terry Kim holds a Bachelor of Commerce (Finance and Commercial Law majors) and is a Level 1 Candidate in the CFA Program. He keeps his knowledge up-to-date by attending industry related seminars and courses relevant to the investment advisory business. He is also an Associate member (A Fin) of the FINSIA. He has been following the financial markets for three years and has started in the financial services industry as an intern at the Company over 2009/2010 summer. He also helps out in the Korean Investments division.

Contact Us

Auckland: Level 13
57 Fort Street
Auckland 1140

Email: info@equity.co.nz

Telephone: Auckland 09 304 0230 or
National Toll Free 0800 437 8489
Fax: 09 358 3858




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A disclosure statement is available free of charge on request by phoning Auckland 09 304 0230 or National Toll Free 0800 437 8489 or through this link http://www.equityonline.co.nz/eqdisclosure/eqdisclosure.htm