Profile
I am an established and
well-respected financial planner and adviser based in Auckland
offering investment and insurance advice to a diverse range of
clients since 1994. I have a diverse background which includes
corporate management, commercial real estate, and financial
services. I have previously worked for Freightways, Jaguar NZ
and BP Oil.
My main passion is helping people like you reach your financial
goals, giving you piece of mind that the future is well taken
care of.
I am a Financial Adviser operating under the Iconic Financial FAP, and offer the following services:
Financial Planning, Investment Advice, Risk Management, and
Assisting clients to reach their financial goals.
My experience and qualifications enable me to provide the best
advice on:
Life Insurance, Income, & Mortgage Protection, Medical / Health Insurance, Total Permanent Disability Cover,Trauma / Illness Cover, Business Cover, personal Cover, KiwiSaver - personal and organisation, Investment Advice,
Financial planning and Retirement planning.