Having enjoyed many positions in the financial services industry including actuarial modelling & consulting, product development, insurtech and strategic planning, has given me the opportunity to experience the financial services industry from both a business and client perspective.
This has helped me to develop a unique skillset that, combined with being an accredited Certified Financial Planner with the FPI, enables me to create unique value propositions and experiences that enable clients to become financially savvy and reach their financial goals and independence.
I’m passionate about helping people make difficult financial decisions.
