About me

Since finishing secondary school, I chose not to attend university, as I was unsure of the career path I wanted to follow. Instead, I entered the world of Financial Planning and Wealth Management at the age of 17, starting from the ground up with no formal qualifications. Two years later, I decided it was time to progress.

In March 2016, I joined Kubera Wealth and by 2021 I had earned my CII Level 4 Diploma, along with the CII Level 4 Certificate in Securities Advice and Dealing. I’m currently working towards Chartered Financial Planner status.

In line with my commitment to delivering more meaningful and holistic advice, I recently became a Registered Life Planner® through the Kinder Institute of Life Planning. This training has deepened my ability to help clients uncover their most important life goals and align their financial plans to support those aspirations. It’s a powerful approach that brings greater purpose and clarity to the financial planning process.

I work closely with Stuart and Graeme while managing my own clients, delivering high-quality advice and handling the more technical aspects of our work. This allows Stuart and Graeme to focus on what they do best: helping clients realise their dreams through strategic financial planning.

Outside of work, I enjoy playing golf, dining out and walking my dog, Otis.