I joined BpH Wealth in 2018:
I became a regulated Financial Planner in February 2024 to provide advice to clients as well as support other advisers and their clients.
My role predominantly consists of creating and implementing comprehensive solutions across an array of financial planning areas based on clients’ needs.
I have worked in UK financial services since I relocated from Australia in 2013 and and in Australian financial services for two years before that. Prior to that, I was a golf professional for over 10 years.
I enjoy the diversity of my role as the needs of our clients are often quite varied. I love playing a part in helping people, especially when it comes to such an important (and often stressful) area of people’s lives. It’s a nice feeling to know that I’ve been a part of helping someone achieve their objectives and make that part of their life a little better.
Technical Qualifications:
- Obtained Chartered Financial Planner (Level 6 with CII) in December 2021
- Achieved Fellow status of the Personal Finance Society in December 2023
In my spare time:
I spend much of my spare time with our two young sons, who take lots of energy! I also enjoy exercising and I take a keen interest in most sports.
