After graduating from Auckland University in 1983 with a
Bachelor of Commerce degree in Accounting and Commercial Law I
have held senior financial management positions in a number of large corporations.
I was Chief Financial Officer and Company Secretary for
Designer Textiles (NZ) Limited , a publicly listed
manufacturing company for six years and from 2001 to 2009 I was
a self –employed accountant providing taxation and
accounting services to a number of small businesses as well as
managing an investment portfolio of shares and properties on
behalf of a Family Trust.
I qualified as a Mike Pero Franchisee Mortgage broker in
2009 and I am a Member of the NZ Mortgage Brokers Association.
In 1988 I was admitted to NZ Society of Accountants as an
Associate Chartered Accountant (ACA). In 2010 I completed the
National Certificate in Financial Advice Level 5 and became a
Registered Financial Advisor.
I have the skills and experience to provide the most
appropriate solutions to my clients; financial
situation whether you are looking for mortgage finance on your
family home or investment property, looking to consolidate your
debts or provide for your family’s future security
through Kiwisaver or insurances.
I have two boys at primary school and for relaxation and
exercise I teach the Japanese Martial Art of Shorinji Kempo to
students from all round the world at our training hall in
Central Auckland.I look forward to assisting my clients in
achieving their financial goals.