I gained myBachelor of Commerce degree from the University of Auckland in 1999, majoring in Economics and Financial Accounting. I have also completed my Graduate Diploma in Business Studies (Personal Financial Planning) through Massey University. I am a Certified Financial PlannerCM Practitioner, a member of Financial Advice New Zealand (FANZ) and the New Zealand Trustees Association.
I am an Authorised Financial Adviser (AFA), FSP 7061. This was presented to me at a formal ceremony in December 2010 acknowledging the first AFA's in New Zealand.
Before joining NZFP, I had New Zealand based and overseas managerial roles, with my last role prior to joining NZFP providing specialised retirement planning, investment advice and risk management for AXA (NZ).
On a personal level, I believe that with KiwiSaver now in place, less corporate super schemes offered and the increasing awareness among the community that you must provide for yourself has led to the retirement issue becoming ever more complex.
I am married with two daughters and a son and live in Devonport on Auckland's North Shore. I am a current member, and President, of the Devonport Rotary Club. This is the second time I have been President of the Devonport club, I am also a past-President of the Takapuna Rotary Club.
My interests include fine wine and dining, along with outdoor pastimes such as fishing, diving, tramping and hunting.