Bio

Get to know me

I am an Independent Financial Planner with Succession Financial Planning, having joined in 2016. I have 14 years experience in the advice & insurance industry. It is a privilege to work with individuals and businesses that are serious about building and achieving a secure financial future.

Services

How I help my clients

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

Qualifications

Qualifications

  • Advanced Diploma in Banking
  • Higher Certificate in Wealth Management
  • National Certificate in Banking (Financial Services)

Interests

Things I like to do

  • I like doing pencil sketching

CAMPAIGNS

Discover how we can support you

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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