Professional Biography
The best part of the job is spending time with people and helping structure their financial future
How do you describe what you do?
I use my knowledge and experience to guide clients through their financial journey, helping them to review options and make informed choices
What's next for you professionally?
Continuing to learn and adapt to the ever-changing financial landscape
What's the best piece of advice you've ever been given?
You have two ears and one mouth, use them in that proportion! Listen to clients, it's their money, their goals, learn what it is they want to achieve.
What's an experience with a client that's stuck with you?
There are a handful of clients who have been with me for over 30 years. It has been a great joy to see them, and their families grow and prosper over the years. Hopefully I have helped them along life's journey
How did you start off in your career?
Starting life in the health club industry and working in Singapore was a great experience. This soon changed direction to a career in financial advice where a direct sales role quickly transitioned to broader advice and investment management.
What's your area of expertise?
Retirement and estate planning
When you're not at work, what's your favourite thing to do?
Spend time with my wife Jules, family and friends. Preferably with a nice glass of wine!
What qualifications and memberships do you have?
Member of the Chartered Insurance Institute PFS Diploma Level