Associate Insurance Adviser
What do you enjoy most about wealth management?
Wealth management combines two important things for me: helping people and my personal interest in financial services.
What’s the biggest challenge?
The ever-evolving nature of financial products and keeping on top of all the changes in legislation.
What do you love most about being part of Capital Partners?
The level of ethics and care with which the team handles all work for our clients.
What quality of yours makes you suited to what you do?
My genuine desire to help others and attention to detail.
How should people think about their wealth?
When it comes to accumulating and managing wealth there is no “one-size-fits-all” solution. As all of us are different, so are our lives and, consequently, the ways we invest, save and spend money.
What do you love to do outside of work?
Spending time with family and friends. I also like gardening: seeing things grow gives me joy!
What does your ideal holiday look like?
A tour of South America is on my list.
Education and Associations
- Master of Business
- Diploma of Financial Planning