About Me

As a Senior Financial Advisor & Partner, I’m valued as a collaborator and great listener. I enjoy understanding client’s financial planning needs at a deeper level, finding out their goals and their story. Having a clear picture helps my team and I develop practical and effective plans that make a difference in people’s lives.My business partner, Andrew Brown and I have created an excellent wealth advisory team with a great culture. It’s a team that is committed to quality client service and delivering results and sustainable growth. We provide relevant and manageable solutions and access to the best financial tools for our client’s needs. I respect and value the great relationships I have with my clients, and they rely on me to analyse their situation carefully, find the answers they need and do my utmost to deliver peace of mind. My goal is to make a difference in the financial lives of as many people as I can.