Financial Services Professional
Financial advice.
Practice leadership.
Regulatory oversight.
Experienced across financial advice, practice leadership, regulatory oversight and business development, with particular strengths in holistic financial planning, investments, retirement planning, risk, employee benefits and adviser and practice operations.
PeoplePlanningProgress
What I bring
Areas of expertise
Practical expertise across advice, governance, operations and growth.
Investment and retirement planning
Long-term risk and protection planning
Employee benefits and group risk
Practice operations and process improvement
FAIS governance and regulatory oversight
Adviser and representative oversight
Client relationship management
Business development and growth
Provider and stakeholder management
Credentials
Professional foundation
BCom Financial Management
RE1
RE5
FAIS Key Individual
Category I Representative
Let's connect
I’d be happy to hear from you.
If you’d like to discuss an opportunity, ask a question or simply connect, I’m always open to a conversation.