I'm a CERTIFIED FINANCIAL PLANNER® Professional with 26 years of experience in the financial services industry. My journey began when I completed my BCom in Economics and earned an Advanced Certificate in Taxation.

My approach to addressing my clients' financial needs is unique and holistic. I blend this approach with the latest industry solutions to cater to a wide range of needs, requirements, and expectations. Unlike the common industry practice of being product-driven, my focus is on providing solutions.

This approach offers my clients the advantage of aligning their risk and investment strategies with the most current financial structures. Drawing from my extensive knowledge and experience gained over the past 26 years, I've achieved recognition as one of the top financial advisors at Efficient Wealth.

Additionally, I provide management and oversight for several other financial advisors at Efficient Wealth.