Bio

Get to know me

I am an independent financial adviser with Succession Financial Planning, having joined in 2011. I have over 22 years’ experience in the advice & insurance industry. I treat each and every client with Integrity, Honesty, Professional Service & Loyalty

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Short Term Insurance
    • Fiduciary Services
    • Medical Cover (Sell)
    • Medical Cover (Referal)
    • GAP Cover (Referal)
    • GAP Cover (Sell)

Qualifications

Qualifications

  • B.Comm. (Higher Education Diploma)
  • National Certificate in Financial Services: Wealth Management

Interests

Things I like to do

  • Photography

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Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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