Bay of Plenty Tauranga
“My specialty is in assisting clients with their investment goals by understanding their unique needs and then providing advice and solutions on how best to achieve them.”
Having over 28 years’ experience in the financial services industry, my objective is to provide quality financial planning and investment advice to clients from multiple backgrounds. I have held positions in Wealth Management with Tower, Goldridge Wealth Management and currently dual positions with AdviceFirst and Spicers.
I am an Authorised Financial Adviser (AFA), Certified Financial Planner (CFP) and I have Diploma in Business Studies (Endorsed in Financial Planning) Massey University.
Include spending quality time with my family and as time permits gym and swimming to keep fit, coaching basketball and most forms of recreational fishing.
A disclosure statement is available on request and free of charge.
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The Advice Process
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