Bio

Get to know me

I am a certified financial planner (CFP) registered with the FSCA, specialising in risk cover and investments. My involvement with the industry dates back since 1996 and am a member with FPI with up to date CPD requirements. My purpose is to create and protect the wealth of my clients, even in dire times as a result of illness and unforeseen circumstances.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Fiduciary Services

Qualifications

Qualifications

  • Certified Financial Planner (CFP)

Interests

Things I like to do

  • Arts
  • Theatre
  • Triathlon
    • Travelling
    • Experiencing new adventures

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