I have been actively involved as a financial Planner now in excess of 28,5 years. I did my initial training and formative years working for Liberty Life form 1996 in a very Professional environment working amongst some on the leading Professionals in the market.
Then left Liberty Life in 2010 and joined Momentum life where I expanded my knowledge with a major competitor of Liberty’s and feel that this was a real learning and knowledge enhancement process.
I was a tied agent for both companies, but after a short while got involve with a Momentum Franchise which again helped me understand the differences in being a tied agent versus a more independent structure.
Following on from this broadened my horizons further and in 2019 joined an Independent Brokerage namely Select Independent Advisers, this as I believed in the concept of “Treating Client Fairly” by having the opportunity of having a broader product choice for my clients.
This final stepping stone moving towards this Independent Environment proved to be the final step in rounding off my growth process. This hasn’t been easy but certainty helped me grow within and ever expanding and professional environment.
All my steps along the way however being essential in arriving as a Broker along my journey.