Bio

Get to know me

I am an independent financial adviser with Succession Financial Planning (SFP), having joined in 2021. I have been in the financial services industry since 2009. My area of expertise lies within Investments, Risk, Retirement Planning & Estate Planning.

Services

How I help my clients

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

Qualifications

Qualifications

  • National Certificate in Wealth Management

Interests

Things I like to do

  • Travel and wildlife

CAMPAIGNS

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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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