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ABOUT US

Shareclarity is an independent equity research firm. We employ a team of experienced financial analysts who meet with management, identify trends and value more than 208 public and private companies in Australia, New Zealand and Hong Kong. We sell our research to individuals, corporates, wealth advisers, fund managers and financial institutions through a mix of tiered subscriptions and partnership agreements.

What makes us different is our cloud valuation platform. It lets our analysts value more companies, faster and at a lower cost than other providers and it lets them distribute their research in ways that have never been done before. From augmented reality and voice recognition to modularised content that can be sent through APIs and other communications channels like WhatsApp, Messenger, Twitter and SMS.

Put another way, we have not changed what equity research is. We have changed how it is prepared, packaged and distributed.

Our Team

Carolyn Holmes
Head of Research
Carolyn Holmes, Head of Research, who has over 35 years of international equity research and funds management experience. She is a CPA and holds a Bachelor of Commerce (Accounting, Finance & Systems) from the University of New South Wales, a Post Graduate Diploma in Applied Finance & Investment from the Securities Institute of Australia, and a Master of Legal Studies (Commercial Law) (Honors) from the University of Auckland.
Chris Han
Software Engineer
Chris Han, Software Engineer, who has over 2 years of application development experience. He holds a Graduate Diploma in Information Technology from The Waikato Institute of Technology.
Daniel Kieser
Managing Director
Daniel Kieser, Managing Director, who has over 10 years of equity research, corporate development and international entrepreneurship experience. He holds a Bachelor of Applied Sciences (Telecommunications) from the University of Otago and a Master of Sciences (Ethology) from the University of London.
Diane Green
Director
Diane Green, Chairperson, who has over 25 years of international commercial/corporate law and governance experience. She holds a Bachelor of Commerce (Finance) from the University of Otago and a Bachelor of Laws from the University of Otago.
Daneyal Khan
Financial Analyst
Daneyal Khan, Financial Analyst, who has over 5 years of international finance and equity research experience. He holds a Master of Business Administration from the University of Karachi and is a Chartered Financial Analyst.
Laurence Wang
Software Engineer
Laurence Wang, Software Engineer, who has over 5 years of application development experience. He holds a Bachelor of Science (Computer Science) from the University of Auckland.
Matthew Young
Financial Analyst
Matthew Young, Financial Analyst, who has over 10 years of civil engineering and international equity research experience. He holds a Bachelor of Civil Engineering (Honours) from the University of Canterbury and is a Chartered Financial Analyst.
Peter Anderson
Financial Analyst
Peter Anderson, Financial Analyst, who has almost 5 years of equity research experience. He holds a Bachelor of Commerce (Finance) from the University of Otago and a Master of Finance from the University of Otago.
Rachana Desai
Software Engineer
Rachana Desai, Software Engineer, who has 5 years of experience in software development. She holds a Bachelor of Engineering in Computer Science from Visvesvaraya Technological University.

Disclosures

About us

Shareclarity is authorised to provide a financial advice service under a licence issued by the Financial Markets Authority to Shareclarity Limited.

Our contact details are as follows: Level 3, 10 Vulcan Lane, Auckland 1010 (info@shareclarity.com)

 

What service do we offer?

Shareclarity is an online platform, www.shareclarity.com (“site”), that provides company analyses for, and information about, listed companies (equity securities).  The analyses and information on the site are generated by Shareclarity’s in-house team of financial analysts.  

The information and any views or opinions on the site are provided for general information purposes only and are not intended to be financial advice. Shareclarity and its employees does not recommend, nor does it express an opinion, as to whether or not you should acquire, dispose of, or hold particular securities.

To the extent that any such information, views and opinions constitute advice, they do not take into account any person’s particular financial situation or goals. You should seek advice specific to your circumstances from a financial adviser before making any investment decision or taking any action. Shareclarity does not have financial advisers and therefore will not provide this service to you.

For further information please see our Terms of Use.  The Terms of Use apply to all users of the site, whether they are registered users or not.

 

What do our service cost?

All users can access information about 18 companies for free and without registration.

We have two subscription levels for access to information about the remaining companies. These are:

$15.00 a month for a basic membership which gives members a more detailed review of what every company does, what their strengths and weaknesses are, and what our analysts think of them. Basic members can stay updated with relevant media articles, market announcements and changes to the company valuations.

$75 a month for a professional membership which gives members, in addition to the basic membership features, full access to all of our discounted cashflow valuations with every forecast and assumption detailed and referenced.

You can subscribe on the Update Your Account page (https://www.shareclarity.com/member/index)

 

How are our financial advisers remunerated and are there any conflicts of interest?

Shareclarity does not have financial advisers.  The information on the site is provided by our team of financial analysts who are employed by Shareclarity and are paid a salary.  They receive no other remuneration or incentives from us or any third party. 

 

We also ensure that conflicts of interests do not arise by remaining independent.  Shareclarity is not paid by any of the companies included on the site, under our Insider Trading Policy our financial analysts are not able to buy or sell shares in any of the companies we cover without approval and we do not manage funds or broker shares.

 

What duties do financial advisers have?

Financial advisers have legal duties relating to advice they give. They are required to:

  • give priority to your interests by taking all reasonable steps to make sure their advice is not materially influenced by their interests, or ours;
  • exercise care, diligence, and skill in providing you with advice;
  • meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure that we have the expertise needed to provide you with advice);
  • meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services.

This is a summary of these duties. More information is available by contacting us or by visiting the Financial Markets Authority website.

Whilst Shareclarity does not have financial advisers we:

  • ensure that the information made available on the site is not materially influenced by our interests or those of others – we do this be being independent, we are not paid by any of the companies included on the site, under our Insider Trading Policy our financial analysts our staff are not able to buy or sell shares in any of the companies we cover without approval and we do not manage funds or broker shares;
  • ensure that our financial analysts exercise care, diligence and skill in providing the information you can access on the site;
  • ensure that our financial analysts have the required competence, knowledge, skill and experience to provide the information you can access on the site; and
  • have a Code of Conduct which complies with the Code of Professional Conduct for Financial Advice Services.

 

What if I’m not happy with the service provided?

If you are not happy with any aspect of our service, we will do our best to help you. If you have a complaint, you can raise this directly with us using our Contact Us page. We value your feedback and will do our best to resolve your complaint within a fair and reasonable timeframe.

 

Complaints

How our complaints process works:

Step One: After we receive your complaint, we’ll send an initial response acknowledging your complaint and setting out information about how our complaints process works.

Step Two: We’ll conduct an investigation into your complaint. Depending on complexity, this may take time, so please allow up to 14 days for us to review and explore all possible resolutions before coming to a final decision.

Step Three: If a resolution can’t be reached, we will escalate your complaint to our compliance team, who will independently review your complaint, ensuring all areas of resolution have been explored.

Where a resolution can’t be reached, deadlock will be agreed, and you’ll receive a notice of deadlock. This means that we are unable to take your complaint any further.

What you can do if you are issued with a notice of deadlock:

If we cannot resolve the issue to your satisfaction, you can contact the Financial Disputes Resolution Service which is a free independent dispute resolution service, who may work with you to help resolve your complaint.

You can contact the Financial Dispute Resolution Service by:

Their postal address is Freepost 231075, PO Box 2272, Wellington 6140

For more information about the Financial Dispute Resolution and when they can help, please refer to https://fdrs.org.nz/.

If you need help making a complaint:

If you need help making a compliant, you can contract the Financial Disputes Resolution Service (by one of the methods set out above), who may be able to help you make your complaint to us.  You can do this at any time. You do not need to have made a complaint to us before you use the Financial Disputes Resolution Service.

You can also terminate your subscription with us at any time.  Contact us via our Contact Us page if you wish to do this.