I enjoy working with people to help them achieve their financial goals. Achieving financial freedom allows you choices and gives you the peace of mind to focus on family and other interests in life. I enjoy building strong partnerships with clients based on listening to their story, their situation, their goals and the goals for their family. I then use my skills and experience and an analytical approach to explore options, get the right solutions and implement them.
With over 12 years of experience as a personal financial adviser I have worked with many clients to help them achieve the financial future they are looking for. Having 22 years of prior business experience in the fields of economic analysis, economic planning and research, market development, marketing management, general management and project management, I've learnt to look at situations from many angles and in doing so create tailored investment portfolios to meet clients specific needs.
I am an Authorised Financial Adviser (AFA). I hold a Graduate Diploma in Business Studies, specialising in Personal Financial Planning. I am a Certified Financial Planner (CFP) and a member of the IFA (Institute of Financial Advisers). I have a Bachelor of Science in Pure Mathematics and Operations Research (mathematical economics), and I am well suited to the prudent analysis of client's financial affairs and the disciplines of diversification, portfolio construction and risk minimisation.
I am an active member of Rotary and enjoy getting involved in projects that help my community and the wider world. I have been actively involved in coaching sports teams including cricket, rugby and rowing. Other pastimes I enjoy include fly fishing, boating, sea fishing, camping and general fitness and like most New Zealanders I love my armchair sport.
Authorised Financial Adviser (AFA) Nominated Representative of Spicers QFE
A disclosure statement is available on request and free of charge.