I joined Alex Forbes in 1997 and currently hold the position of Senior Financial Planner. I am a CFP who focuses on holistic financial planning and have over 25 years experience in the financial services industry. I have access to short term and long term thinking strategies, financial tools and services to help create an outcomes-based integrated financial plan that supports your short term and long term wealth creation plans. I am committed to promoting financial well-being and developing relationships built on trust.
Recent Posts
Posted by Bunono
25 February 2025
Your Rights and Responsibilities To Protect You Against Undesirable Financial Outcomes
Financial products can be complex. For someone starting out their financial planning journey, it can be a daunting process. As a result, people often have to rely on the advice...
View ArticlePosted by Bunono
19 February 2025
Finance in Action: How the Partner You Choose Shapes Your Financial Journey
Valentine’s Day often brings to mind love, romance, and shared moments. However, beneath the flowers and candlelit dinners lies an often-overlooked aspect of relationships: the impact your partner has on...
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