I’ve been in the insurance and investment industry for the past 20 years and am passionate about assisting clients with their financial needs by designing portfolios around their future goals and objectives. I provide a holistic financial plan, which includes tax-efficient vehicles as well as risk benefits to accommodate any unforeseen events. I'm a Certified Financial Planner® – which adds value in terms of the technical aspects we face within our industry. Personal health and wellbeing are very important to me and I invest a considerable amount of effort towards staying fit, participating in a variety of sporting activities.