Auckland

I am a Financial Adviser based in Auckland with over 10 years’ experience in the finance industry. I have done my NZ Certificate in Financial Services (Level 5) and am also B.com graduate majoring in Banking & Finance.

I believe the one of the most important skills as an adviser is to be a good listener, this lets the client know you genuinely care about them. I enjoy working closely with my clients, establishing a good relationship with them, to support them in making financial decisions that can enhance their lives.

I love listening to my clients’ stories about their goals & aspirations. It gives me a good insight into their future plans & dreams. Having this knowledge helps me to work with them to start creating a financial plan that is tailored to their needs & goals.

I have been working as an Investments Adviser since 2019, and in 2023 have become an Insurance Adviser to assist clients with their Life & Health insurance needs too.

In the past I have worked at AMP NZ in the KiwiSaver & General Insurance areas. I have also worked at Kiwibank, this has given me a sound understanding of the NZ Banking & Financial services industry.

Outside of work, I can be found on bush-walks along-with my wife & young son. Often, we go for bike rides together as well.