I’m here to protect your financial goals in life and business.
I love hearing your stories and catching up on your latest news, and how that fits with your dreams, goals and plans. This gives you peace of mind that a sensible backup plan is in place, and more time to do the things you enjoy.
Throughout my career I have accumulated valuable tools and experience, allowing me to support you with your finances. This gives you more time to do the things that you enjoy. Prior to becoming a financial adviser in 2002 I had six years in banking, which served as a great introduction to the world of finances.
I am a Registered Financial Adviser and an active member of the Institute of Financial Advisors (IFA). I am currently studying towards a Graduate Diploma in Financial Services, and already have two National Certificates at Level 5. I enjoy the challenge of leadership roles within both the business and school communities. I am actively involved with a business networking group and have served on my children’s school Board of Trustees.
I am married to Jamie and together we have two children, plus a gaggle of pets. I have an addiction to old cars – weekends are often spent cruising in or working on my ’59 Chevy or one of our VWs. I also enjoy playing squash regularly and then making up for it by cooking up a storm on my homemade charcoal BBQ.