FEATURED EXCELLENCE AWARDEE
EverBright Finance
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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EXCELLENCE AWARDEE:
Underwriting Agency of the Year
EXCELLENCE AWARDEE:
Underwriting Agency of the Year
www.everbright.co.nz
linkedin.com/company/everbright-finance
info@everbright.co.nz
0800 798 815
Suite 15.01, Level 15, Chifley Tower, 2 Chifley Square, Sydney NSW 2000
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EXCELLENCE AWARDEE:
Prospa Brokerage of the Year –
6+ Staff
EverBright Finance
Frank Cui
Founder/Managing Director
Frank Cui is the Founder and Managing Director of EverBright Finance. He has 14 years of experience working at two major banks in New Zealand. Over the course of his career, he has held several senior roles in the financial industry, including his most recent position as Head of the Migrant & Asian Banking Division at a major bank. He also serves as a board member of the EMA – New Zealand’s Employers and Manufacturers Association.
As a career banker and businessman, Frank is passionate about supporting local businesses and communities and helping them grow. He has a master’s degree in advanced leadership practice from Massey University and a finance degree from Auckland University. Frank is married with two children. In his leisure time, he enjoys playing basketball and acoustic guitar.
Founder/Managing Director
Frank Cui
facebook.com/BrightenAustralia
@brightenaustralia
Robin Barham
Leadership
1188 Whakue St, Rotorua Central, Rotorua
Ben Webster
Co-founder and Head of Product
Leadership
Ben Webster, co-founder of AGILE, is also the driving force behind other successful insurtechs like Insured by Us and SanctionsCheck.co. With decades of experience in founding and scaling remote-first companies across multiple time zones, Ben has mastered the art of managing diverse skill sets. He is also a co-founder of Insurtech Australia, further cementing his reputation as a key industry influencer. His multifaceted experience in both traditional insurance and technological innovation makes him a unique asset to AGILE.
Co-founder and Head of Product
Ben Webster
Nick Goritsas is a seasoned insurance executive with over 30 years in the field, focusing on operational and financial improvements. He previously served as CFO and head of risk management at W.R. Berkley Insurance Australia and was the founding CFO at DUAL Australia. As the APRA Alternate Agent in Australia for W.R. Berkley, Nick brought an extra layer of compliance and risk mitigation to the table. His proficiency in finance and risk management provides AGILE with a strategic advantage in these critical areas.
Co-founder and Group CFO
Nick Goritsas
Robin Barham brings over 30 years of industry experience to AGILE, having honed his skills at Lloyd’s Syndicates in London and Australia. Starting out in Marine and Aerospace underwriting, he later assumed management roles focusing on A&H, Property, Casualty and Financial Lines. His former positions include underwriting manager at Catlin Australia, regional director at Arch Underwriting at Lloyd’s (Australia), and MD at StarStone Underwriting Australia. Robin’s extensive background adds unparalleled underwriting expertise to AGILE’s leadership team.
Co-founder and CEO
Robin Barham
Robin Barham brings over 30 years of industry experience to AGILE, having honed his skills at Lloyd’s Syndicates in London and Australia. Starting out in Marine and Aerospace underwriting, he later assumed management roles focusing on A&H, Property, Casualty and Financial Lines. His former positions include underwriting manager at Catlin Australia, regional director at Arch Underwriting at Lloyd’s (Australia), and MD at StarStone Underwriting Australia. Robin’s extensive background adds unparalleled underwriting expertise to AGILE’s leadership team.
Co-founder and CEO
Robin Barham
@agile_uw
Robin Barham
Co-founder and CEO
As an independent, forward-thinking girls’ school we are committed to preparing girls for a lifetime of learning, leadership and engagement in our global community. We believe in girls.
At Ruyton Girls’ School we foster the individuality of each girl in a caring and safe environment, nurturing her intellectual, physical, social and emotional qualities that are essential to flourish.
Powerful learning is central to the Ruyton culture, building on our strong academic reputation. We focus on advancing the learning of every girl through the engagement of intellectual curiosity, building their knowledge and skills about how to learn, and supporting them to achieve their personal best and be exemplary citizens. We believe in real-world learning beyond the classroom, collaborating with the wider community to promote growth, discovery and sustainability.
We empower our girls to lead lives of purpose with courage, character and compassion. Through the development of values and action-focused learning they are inspired to pursue equity and justice for self and others. By embracing diversity and raising their voices, our girls effect positive change and make a difference.
Bellbird Park State Secondary College (BPSSC) prides itself on providing an innovative and inclusive education experience for all learners. Our college is extraordinary because of the incredible students, parents, community partners and staff who bring it to life each day. Since opening in 2017 with 212 Year 7 students and 31 staff, the school has been on a rapid journey of student growth and staff recruitment. BPSSC now has an enrolment of 1,800 students and 150+ staff members. Located in the aspirational, multiculturally rich Ipswich community (ICSEA 953), we’re exceptionally proud to be the school of choice in our community.
At BPSSC, we’re committed to supporting the success and wellbeing of every student as they transition through each stage of learning through our high-expectations, high-support approach. In 2023, 175 First Nations students are connected and thriving at our college. Our Many Pathways, No Limits mantra extends to all students, and we provide tailored differentiated, culturally appropriate educational opportunities for our First Nations students. Our approach to First Nations education is extensive, multifaceted and a whole-school effort effecting positive systematic change and outcomes for our students.
Bellbird Park State Secondary College (BPSSC) prides itself on providing an innovative and inclusive education experience for all learners. Our college is extraordinary because of the incredible students, parents, community partners and staff who bring it to life each day. Since opening in 2017 with 212 Year 7 students and 31 staff, the school has been on a rapid journey of student growth and staff recruitment. BPSSC now has an enrolment of 1,800 students and 150+ staff members. Located in the aspirational, multiculturally rich Ipswich community (ICSEA 953), we’re exceptionally proud to be the school of choice in our community.
At BPSSC, we’re committed to supporting the success and wellbeing of every student as they transition through each stage of learning through our high-expectations, high-support approach. In 2023, 175 First Nations students are connected and thriving at our college. Our Many Pathways, No Limits mantra extends to all students, and we provide tailored differentiated, culturally appropriate educational opportunities for our First Nations students. Our approach to First Nations education is extensive, multifaceted and a whole-school effort effecting positive systematic change and outcomes for our students.
Nick Goritsas
Co-founder and Group CFO
Co-founder and CEO
EverBright Finance was founded in 2015 by a group of dedicated, highly experienced former bankers determined to provide a sensible, simple and successful service to New Zealanders as they look to build their futures. It was awarded first place nationally by Link Financial Group in recognition of its outstanding performance five years in a row, as well as winning NZ Adviser’s 2022 Fast Brokerage award and being selected as a New Zealand Mortgage Awards Brokerage of the Year Excellence Awardee in 2023–2025.
Today, EverBright Finance boasts three branches conveniently located in Auckland, as well as 20 financial advisers and a thriving support team. The team includes experienced personal and business lending advisers, property finance specialists, commercial property lending professionals and insurance advisers.
EverBright Finance has helped thousands of clients achieve their financial goals over a short period of time. The company is accredited with all major New Zealand banks, as well as an extensive range of other lenders. With its professional approach to lender relationships, the EverBright Finance team can ensure that each client has access to the most appropriate deals for their individual needs.
Francine Kwok
General Manager
Francine Kwok is General Manager of EverBright Finance. Prior to joining EverBright, Francine gained 20 years’ banking experience at BNZ, where she developed expertise in credit, people leadership, risk and operational management. In her most recent role as a Regional Manager at BNZ, Francine led the highest-performing team of Business Acquisition Managers in the SME segment – helping businesses in Auckland and Northland grow with banking solutions that fit their needs.
Francine uses her practical experience as well as knowledge gained from her formal education to understand the needs of the individuals and groups she does business with, providing valuable advice and sourcing the best solutions for their goals.
General Manager
Francine Kwok
Ben Webster
Co-founder and Head of Product
Ben Webster, co-founder of AGILE, is also the driving force behind other successful insurtechs like Insured by Us and SanctionsCheck.co. With decades of experience in founding and scaling remote-first companies across multiple time zones, Ben has mastered the art of managing diverse skill sets. He is also a co-founder of Insurtech Australia, further cementing his reputation as a key industry influencer. His multifaceted experience in both traditional insurance and technological innovation makes him a unique asset to AGILE.
Co-founder and Head of Product
Ben Webster
Oliver Huang
Director of North Shore Team
Nick Goritsas
Co-founder and Group CFO
Nick Goritsas is a seasoned insurance executive with over 30 years in the field, focusing on operational and financial improvements. He previously served as CFO and head of risk management at W.R. Berkley Insurance Australia and was the founding CFO at DUAL Australia. As the APRA Alternate Agent in Australia for W.R. Berkley, Nick brought an extra layer of compliance and risk mitigation to the table. His proficiency in finance and risk management provides AGILE with a strategic advantage in these critical areas.
Co-founder and Group CFO
Nick Goritsas
Oliver Huang is Director of the EverBright Finance North Shore Team and a highly experienced Senior Financial Adviser. With extensive knowledge and expertise in various fields, including IT, international trading, wholesale manufacturing, retail, residential construction, property developments and the banking/financial industry, Oliver has established himself as a specialist in property finance and residential, business and commercial loans. His rich business background and property development knowledge make him stand out in the finance sector.
Oliver’s commitment to excellence has been recognised with multiple awards. In his first year as an adviser, he was named Advisor of the Year in 2018 under Mortgage Link. He has also consistently achieved Link Financial Group Double Diamonds Awards in the past few years. Oliver takes pride in helping countless customers achieve their financial goals and turn their dreams into reality.
Director of North Shore Team
Oliver Huang
Song Song
Director of East Team
Song Song is Director of EverBright Finance’s East Team. He brought to the company 12 years’ experience in various banking roles, in which he gained expertise in leadership, lending and operations. His most recent role in banking was as Regional Manager in SME Acquisition at BNZ. Song’s experience and knowledge of the banking industry give him a great understanding of clients’ financial goals and how to take them there.
Song specialises in several areas, including business and commercial lending, property finance, cash flow lending and budgeting, residential home lending, investment property lending and business planning. His proficiency in these areas enables him to provide tailored financial solutions to his clients.
Director of East Team
Song Song
Craig Thompson
Chief Operating Officer
Nick Goritsas is a seasoned insurance executive with over 30 years in the field, focusing on operational and financial improvements. He previously served as CFO and head of risk management at W.R. Berkley Insurance Australia and was the founding CFO at DUAL Australia. As the APRA Alternate Agent in Australia for W.R. Berkley, Nick brought an extra layer of compliance and risk mitigation to the table. His proficiency in finance and risk management provides AGILE with a strategic advantage in these critical areas.
Co-founder and Group CFO
Nick Goritsas
EVENT PARTNER
EVENT PARTNER
EVENT PARTNER
Edward Lai
Head of Insurance
Jack Hou
Partner
Edward Lai is Head of Insurance at EverBright Finance. He believes that putting his clients first and maintaining the utmost level of professionalism on their behalf is a must, and this has never steered him wrong.
Edward brings the highest degree of experience to his clients, listening to their needs and working diligently with them to implement a comprehensive customised plan that is unique to them. His specialty lies in life risk insurance, such as life, trauma, disability income protection, TPD, medical cover, and more. His clients consistently describe him as an honest, helpful and passionate person who is dedicated to providing exceptional service and attention to detail. With Edward on their side, clients can rest assured that they will receive the highest level of expertise and care when it comes to their insurance needs.
Head of Insurance
Edward Lai
Before joining EverBright as its strategic partner, Jack Hou amassed 18 years of experience working at four international financial institutions, including three major banks in New Zealand. He held senior positions at ANZ, including Head of International Banking NZ and Auckland Asian Retail/Business Banking and Acting Regional Manager for Wellington North with 13 branches and 200-plus bankers. He was also a board member of the ANZ NZ Staff Foundation and founder of the Wellington region’s Asian Retail and Business Bank Divisions.
Jack is passionate about helping clients become home and business owners. He is keen to share his corporate and entrepreneurial experience to help customers and their businesses grow. As a vibrant, motivational leader, he develops high-performing individuals and teams. Innovative and entrepreneurial, Jack has a strong ability to launch new business strategies and own growth segments with superior customer satisfaction and revenue growth.
Partner
Jack Hou
Oliver Huang
Director of Northshore Team
Francine Kwok
General Manager
Frank Cui
Founder/Managing Director
Oliver Huang is Director of the EverBright Finance North Shore Team and a highly experienced Senior Financial Adviser. With extensive knowledge and expertise in various fields, including IT, international trading, wholesale manufacturing, retail, residential construction, property developments and the banking/financial industry, Oliver has established himself as a specialist in property finance and residential, business and commercial loans. His rich business background and property development knowledge make him stand out in the finance sector.
Oliver’s commitment to excellence has been recognised with multiple awards. In his first year as an adviser, he was named Advisor of the Year in 2018 under Mortgage Link. He has also consistently achieved Link Financial Group Double Diamonds Awards in the past few years. Oliver takes pride in helping countless customers achieve their financial goals and turn their dreams into reality.
Director of Northshore Team
Oliver Huang
Francine Kwok is General Manager of EverBright Finance. Prior to joining EverBright, Francine gained 20 years’ banking experience at BNZ, where she developed expertise in credit, people leadership, risk and operational management. In her most recent role as a Regional Manager at BNZ, Francine led the highest-performing team of Business Acquisition Managers in the SME segment – helping businesses in Auckland and Northland grow with banking solutions that fit their needs.
Francine uses her practical experience as well as knowledge gained from her formal education to understand the needs of the individuals and groups she does business with, providing valuable advice and sourcing the best solutions for their goals.
General Manager
Francine Kwok
Frank Cui is the Founder and Managing Director of EverBright Finance. He has 14 years of experience working at two major banks in New Zealand. Over the course of his career, he has held several senior roles in the financial industry, including his most recent position as Head of the Migrant & Asian Banking Division at a major bank. He also serves as a board member of the EMA – New Zealand’s Employers and Manufacturers Association.
As a career banker and businessman, Frank is passionate about supporting local businesses and communities and helping them grow. He has a master’s degree in advanced leadership practice from Massey University and a finance degree from Auckland University. Frank is married with two children. In his leisure time, he enjoys playing basketball and acoustic guitar.
Founder/Managing Director
Frank Cui
Song Song
Director of East Team
Oliver Huang
Director of Northshore Team
Song Song is Director of EverBright Finance’s East Team. He brought to the company 12 years’ experience in various banking roles, in which he gained expertise in leadership, lending and operations. His most recent role in banking was as Regional Manager in SME Acquisition at BNZ. Song’s experience and knowledge of the banking industry give him a great understanding of clients’ financial goals and how to take them there.
Song specialises in several areas, including business and commercial lending, property finance, cash flow lending and budgeting, residential home lending, investment property lending and business planning. His proficiency in these areas enables him to provide tailored financial solutions to his clients.
Director of East Team
Song Song
Oliver Huang is Director of the EverBright Finance North Shore Team and a highly experienced Senior Financial Adviser. With extensive knowledge and expertise in various fields, including IT, international trading, wholesale manufacturing, retail, residential construction, property developments and the banking/financial industry, Oliver has established himself as a specialist in property finance and residential, business and commercial loans. His rich business background and property development knowledge make him stand out in the finance sector.
Oliver’s commitment to excellence has been recognised with multiple awards. In his first year as an adviser, he was named Advisor of the Year in 2018 under Mortgage Link. He has also consistently achieved Link Financial Group Double Diamonds Awards in the past few years. Oliver takes pride in helping countless customers achieve their financial goals and turn their dreams into reality.
Director of Northshore Team
Oliver Huang