Profile
I have a Bachelor of Commerce, majoring in Economics. I gained my Graduate Diploma in Personal Financial Planning, through extramural study at Massey University whilst working part time and raising my two young daughters, at the time.
I then become a Financial Adviser and a Certified Financial Planner (CFPCM) Practitioner. I am a member of Financial Advice New Zealand.
Before I started to work with people in their personal financial space, I worked in Banking, both in New Zealand for ANZ, and in London for Bankers Trust.
I enjoy working directly with clients to help them set plans to achieve their personal financial goals. It is very important to know what your client would like to achieve, to understand their personal risk profiles and partner with them to look holistically over their financial situation.
I provide financial advice under the license held by New Zealand Financial Planning Company Limited (FSP13881), issued by the Financial Markets Authority (FMA). Please nzfp website for more information and Disclosure information.