I am a Certified Financial Planner, Registered Life Planner, and founder of Bespoke Financial Services. I have more than 20 years in the investment industry, with post-graduate qualifications in portfolio management, asset allocation, and estate planning. I have completed the Graduate Programme in Advanced Taxation from the University of Pretoria and am a registered Tax Practitioner and a member of the SA Institute of Tax Professionals.

I have been admitted as a Fiduciary Practitioner with the Fiduciary Institute of South Africa. I am also a Registered Life Planner with the Kinder Institute. I am trained to discover a client's most fundamental goals in life before formulating a financial plan, so a client's finances fully support those goals. I am committed to the ongoing development of professionalism in the financial services industry. As a registered financial services provider and member of the FPI, I stringently adhere to the ethics of both institutions, and honesty and integrity principles are consistently applied in Bespoke and all dealings with clients and investment companies.