Professional Biography
I have met so many different people from all walks of life and I have learnt new things from each of them.
How do you describe what you do?
I help people to take control of their financial future by developing a plan to address their specific needs using goal-based investing, tax-efficient strategies, retirement and income planning as well as protection and estate planning solutions.
What's next for you professionally?
Continuing to help new and existing clients with all aspects of their financial planning needs.
What's the best piece of advice you've ever been given?
Be Prepared. is a motto I learnt as a young girl scout. It encourages one to always be ready to act in any situation, whether it's helping others, facing challenges, or making good decisions. It likely steered me into becoming a financial planner.
What's your favourite thing about your role?
The people. I have met so many different people from all walks of life and have learnt new things from each of them. I feel what I do really helps to bring clarity and make a positive impact on people’s lives and I love being able to offer that.
Why does my role as a wealth manager matter?
I believe everybody can benefit from financial planning advice. Learning about efficient ways to do things and solutions available can really empower people and enhance their and their families’ futures.
What qualifications and memberships do you have?
- BCom (Honours) in Financial Planning and Business Management
- Diploma in Regulated Financial Planning
- CFP (Certified Financial Planner Designation)
- Chartered Insurance Institute (CII)
- Chartered Fellow of the CISI (Chartered Institute for Securities and Investments)"