Professional Biography
When your career aligns with your passion and purpose, it becomes more than just a job—it becomes a journey worth investing in
How do you describe what you do?
I manage investment portfolios for a variety of private clients and their pensions, charities and trusts. I am Team Head for a group of 13 investment professionals and 5 client administrators.
What's next for you professionally?
Development of the next generation of investment managers from the cohort of very talented individuals we have hired within the team.
What's the best piece of advice you've ever been given?
Find work that truly inspires you—because you’ll spend a large part of your life doing it. When your career aligns with your passion and purpose, it becomes more than just a job—it becomes a journey worth investing in.
How did you start off in your career?
Inspired by a TV program, Capital City in the 80's, I was attracted to Stockbroking, however opportunities were few, so I joined a Bank and after 18 months was lucky enough to join as a trainee and reunited with my first boss when we merged with S&W!
What's your favourite thing about your role?
No two days or challenges are ever the same. I find real satisfaction in helping clients navigate the often complex and overwhelming world of investments, and delivering solutions that bring clarity and confidence to their decisions
What qualifications and memberships do you have?
- Chartered FCSI
- Chartered Wealth Manager