Professional Biography
I make finances meaningful - so clients can live boldly, plan wisely, and shape a future that reflects what matters most to them.
How do you describe what you do?
I make finances meaningful - so clients can live boldly, plan wisely, and shape a future that reflects what matters most to them. It’s about listening, understanding and providing advice that makes those ambitions feel not just possible, but exciting.
What's next for you professionally?
I’m excited about building deeper partnerships with clients and sharpening my expertise as life and legislation evolve. I’m looking at blending technical knowledge with more creative ways to deliver advice so it’s an experience people genuinely enjoy.
What's an experience with a client that's stuck with you?
Helping a widow after her husband vanished overseas is unforgettable – we unravelled complex, scattered finances and rebuilt everything around her goals, helping her move from uncertainty to a newfound confidence about her future.
What's your favourite thing about your role?
Interesting conversations which evolve into turning a sea of complex financial options into the perfect strategy that ultimately makes clients feel secure, confident and ready for whatever comes next.
When you're not at work, what's your favourite thing to do?
I love exploring the world, including spending over a year in Australia with my wife. I play clarinet and sax, stay active with various sports, and currently embrace new adventures with our gorgeous baby girl.
What qualifications and memberships do you have?
- DipPFS - Diploma in Regulated Financial Planning
- APFS - Advanced Diploma in Financial Planning
- FPFS - Fellowship of the Personal Finance Society
- Member of the Chartered Insurance Institute