My journey in the financial services industry began in August 1990 when I joined as a financial planner. After gaining experience and honing my skills, I became a part of Roxburgh Trust in April 2003. My dedication and expertise led to my appointment as the company's Managing Director in 2007, showcasing my leadership abilities.

In 2008, I achieved the milestone of becoming a Certified Financial Planning Practitioner®, which highlighted my commitment to professionalism and excellence in my field. My approach to financial planning is centred around the needs and goals of my clients, reflecting my client-centric philosophy. I'm known for my passionate and empathetic approach, driven by the desire to help my clients build and grow their wealth.

Reliability, integrity, and honesty are the foundations of my work. I believe in establishing trust and maintaining transparency with my clients, ensuring that they receive the highest level of service and advice. My ability to connect with people and businesses on various levels allows me to build strong relationships and effectively implement financial planning strategies. Through my efforts, I have played a pivotal role in establishing Roxburgh Trust as a leading financial planning practice that is trusted and valued by its clients.

Outside of my professional life, I prioritize my family and cherish quality time with them. I engage in various activities such as playing padel tennis, swimming, going to the gym and traveling, which bring me joy and balance. My life motto is, "The best way to predict your future is to create it." This reflects my proactive mindset and determination to take control of one's destiny.

Overall, my journey in the financial services industry is characterized by my client-centric approach, integrity, and passion for helping others achieve their financial goals.