Colleen Morgan

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Hamilton, Waikato, New Zealand

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Timeline
About me
Senior Broker (CQIB)
Education
- Professional IQ College
  2019 - 2020
  Certificate Level 5 New Zealand Certificate in Financial Services: Insurance - General
- St Dominics College, Henderson, Auckland
  1986 - 1991
- ANZIIF
  2022 - 2022
  New Zealand Compliance for Advisers (General Insurance Broking)
- ANZIIF
  2007 - 2009
  Diploma of Financial Services (Insurance Broking)
Experience
- Lowe Schollum & Jones Ltd
  Mar 2002 - Dec 2017
  - Insurance Broker
    Dec 2009 - Dec 2017
  - Broker Assistant
    Feb 2006 - Dec 2009
  - Receptionist
    Mar 2002 - Jan 2006
- Waikato Clay Target Club
  Mar 2015 - Mar 2017
  Shoot Secretary
- Lowe Schollum Jones, a Division of BrokerWeb Risk Services Ltd
  Dec 2017 - Jan 2022
  - Broker
    Feb 2021 - Jan 2022
  - Operations Manager, Waikato Division
    Aug 2019 - Feb 2021
  - Account Executive
    Dec 2017 - Feb 2021
- Greenlight Insurance Brokers
  Jan 2022 - now
  Senior Broker
Licenses & Certifications
- Chartered Qualified Insurance Broker
  IBANZ Inc.
  Apr 2023
- ANZIIF New Zealand Compliance for Advisers (General Insurance Broking)
  ANZIIF
  Mar 2022
  View certificate
- Senior Associate CIP Member
  ANZIIF
  Feb 2021
  View certificate
- Licensed Financial Service Provider
  Financial Markets Authority - New Zealand
  Oct 2024
- Fellow of the Insurance Brokers Association of New Zealand
  IBANZ Inc.
  Dec 2022
- Level 5 New Zealand Certificate in Financial Services: Insurance - General
  Professional IQ College
  May 2020
- Diploma of Financial Services (Insurance Broking)
  ANZIIF
  Sept 2009
Volunteer Experience
- Member
  Issued by Rotary Hamilton Central on Mar 2025
  Associated with Colleen Morgan
- Board Member - Youth Director
  Issued by Rotary Hamilton Central on Jul 2025
  Associated with Colleen Morgan