Over 16 years experience in the financial services industry providing comprehensive financial planning services to private wealth clients and ultra high net worth clients, businesses and trusts for wealth preservation and wealth protection solutions. Super passionate about the industry and helping clients reach their financial and lifestyle goals.
FAIS Cat I and Cat II licensed for Wealth Management | Local and Offshore Investments | Retirement Planning | Corporate/Trusts Investments | Portfolio Management | Wills and Legacy Planning.
