Team
Director
Bel Thomson
Bel Thomson, the founder of Global Care Advisory NZ, has dedicated herself to empowering New Zealanders with personalized insurance solutions for over seven years.
Bel’s journey began with a deep desire to help individuals and families achieve financial peace of mind. This dedication has been recognized within the industry, with Bel earning the prestigious AIA Financial Services Network Top Rookie Adviser Champion award in 2018. Most recently, her commitment to exceptional client service was honored with the CFAN 150k Club in 2022 and the CFAN 500k Club Award in 2023. Furthermore, Bel is also member of Top of the Table in Million Dollar Round Table.
Bel’s passion, experience, and expertise make her a trusted guide as you navigate your financial future.
Email: reccabel.thomson@cfan.co.nz
- Phone: +020 407 52591
Financial Adviser
Yifan Li
Yifan Li is a highly skilled finance professional with extensive experience in corporate finance, asset management, investment analysis, and risk planning.
He is passionate about the insurance industry, believing that insurance provides the necessary protection for every family.
He is dedicated to bringing the meaning and value of insurance into clients’ lives through tailored insurance solutions. He is fluent in English and Mandarin.
His qualifications include:
– CFA Level 3 (Passed)
– Australian National University, Master in Finance
– University of Canterbury, Bachelor of Economics and Finance
- Email: yifan.li@cfan.co.nz
- Phone: +64 21 285 1220
Financial Adviser
Ann Aguilos
Ann Aguilos joins Global Care Advisory as a newly approved and registered financial advisor, specialising in health, life, trauma, and TPD insurance.
With a background in operations and event management, Ann brings unique skills to her role. Previously, she was an Onsite Coordinator at Coin Total Upgrade, demonstrating leadership and organizational skills, ensuring compliance with company policies and procedures.
Passionate about helping clients secure their financial futures, she is committed to making the process clear and supportive.
Email: ann.aguilos@cfan.co.nz
- Phone: 022 326 1164
Financial Adviser
Xyra Magro
Xyra Magro joins Global Care Advisory as a newly approved and registered financial adviser, specializing in health, life, trauma, and total permanent disability (TPD) insurance.
Bringing years of experience in customer service and leadership, Xyra previously worked as a Customer Service Manager for insurance clients. This background has provided her with invaluable, firsthand insight into the challenges individuals face when navigating insurance options. Having worked closely with diverse client needs, Xyra understands what matters most to people when protecting their health, families, and financial well-being.
This unique perspective, paired with a passion for providing clear, empathetic, and personalized guidance, gives Xyra a strong advantage in the insurance advisory field. She is committed to making the insurance process straightforward and empowering for every client.
Financial Adviser
Julie Ann Lim
I’m Julie Ann Lim, originally from the Philippines — a dedicated, loyal, and detail-oriented professional with a solid foundation in finance, customer service, and leadership. I hold a Bachelor of Science in Hotel and Restaurant Management, and bring with me nearly 15 years of experience in the telecommunications industry in the Philippines, where I served as a Finance Assistant Department Head.
In that role, I gained in-depth experience in financial operations, budget management, reporting, and team coordination, consistently demonstrating integrity, accuracy, and a results-driven approach. My role also involved working closely with internal departments and external partners, strengthening my ability to communicate financial matters clearly and effectively.
Now based in New Zealand, I have transitioned into a fulfilling career as a Financial Adviser, where I combine my extensive finance background with a deep commitment to helping individuals and families make informed financial decisions. My experience in managing budgets, analyzing financial data, and supporting strategic planning has equipped me with the tools to provide trusted, client-focused advice tailored to diverse financial goals.
With a passion for lifelong learning and empowering others through financial education, I aim to guide clients toward financial confidence, security, and long-term success.
