Professional Biography
It is a privilege to be trusted by so many individuals and families to help them with their finances.
How do you describe what you do?
I work with individuals and their trustees to ensure their capital gives them the outcomes that matter most to them.
What's next for you professionally?
To keep learning.
What's the best piece of advice you've ever been given?
It is a privilege to be trusted by so many individuals and families to help them with their finances.
What's an experience with a client that's stuck with you?
It’s so simple: spend less than you earn. Invest shrewdly. Avoid toxic people and toxic activities. Try to keep learning all your life. And do a lot of deferred gratification. If you do all those things, you are almost certain to succeed.
What's next for you personally?
Having the space to think hard about the financial challenges that impact us all. This opportunity continually to learn is challenging and rewarding.
What qualifications and memberships do you have?
IIMR