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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