Professional Biography
My favourite thing about my role is talking to people from all walks of life, understanding their situation and helping them reach their goals for their lives.
How do you describe what you do?
I help people to do the best with the financial resources they have to reach their personal goals and objectives through financial planning.
What's next for you professionally?
To continue to grow in the profession, helping clients and working towards becoming a Certified Financial Planner (CFP).
How did you start off in your career?
I grew up on a dairy farm in New Zealand, so helping on the farm and milking cows was my first work. I got started in banking in the early 2000's working as a mobile mortgage manager for a large bank in NZ.
What's your favourite thing about your role?
My favourite thing about my role is talking to people from all walks of life, understanding their situation and helping them reach their goals for their lives.
When you're not at work, what's your favourite thing to do?
Spending time with my family and as I am from New Zealand, watching rugby, in particular the All Blacks.
What qualifications and memberships do you have?
- CISI Level 6 Advanced Certificate in Financial Planning.
- Investment Management Certificate
- Investment Advice Diploma
- Chartered Member of the CISI