Professional Biography
I believe financial planning is about more than numbers. It’s about empowering people to achieve their goals and build a future they can trust.
How do you describe what you do?
I joined the company as a graduate in September 2025 within the Financial Planning team. My role involves supporting client administrators and financial planners while actively working towards my Diploma in Regulated Financial Planning.
What's next for your professionally?
Professionally, my next goal is to become a Chartered Financial Planner and take on a more client-focused role, delivering tailored advice and building strong relationships.
What's the best piece of advice you've ever been given?
Don’t stress about what hasn’t happened yet. Focus on what you can control today and let the future unfold naturally.
What's your favourite thing about your role?
I enjoy supporting financial planners and being part of client meetings. It’s rewarding to see how advice shapes real outcomes and to learn directly from experienced professionals.
When you're not at work, what's your favourite thing to do?
When I’m not at work, you’ll usually find me at the gym. I love staying active, challenging myself and pushing my limits.