About Me

I have 40 years in the financial services industry covering financial planning, banking, personal and business lending and general insurance.Recently bank franchise owner for 10+ years at the coalface of helping everyday people and small business owners with their varied and often complex financial needs. As an independent financial planner I feel it’s the perfect fit to deliver holistic financial advice built around my past customer interactions. This real-life experience provides unique depth of understanding and empathy on which I base my planning advice.