Bio

Get to know me

I am an independent financial planner with Succession Financial Planning, having joined in 2017, with experience in the advice & insurance industry. I subscribe to the ethos of honesty, integrity, loyalty and professionalism in dealing with my clients and business.

Services

How I help my clients

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

Qualifications

Qualifications

  • Postgraduate Diploma in Financial Planning

Interests

Things I like to do

  • Outdoor activities

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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