With a senior management planning background, I joined a major bank as an Investment Adviser in 1990. After graduating from Massey University in Business (Personal Financial Planning) in 2001, I joined AMP/Spicers as a Financial Planner.
Over the past 31 years I have provided Investment Advice to people from all walks of life – senior management through to self-employed.
Seeking a more independent Investment Adviser role, I joined Dylan and The Advice Hub in 2018 as a Specialist Investment Adviser (AFA). I specialise in retirement income planning, investment planning and saving, along with Kiwi Saver (building wealth for lifestyle).
My customers are at all stages of life, with a number now enjoying their retirement from full time employment.
My personal interests include music and sport. I play golf and have coached or managed our children's sports teams.