Senior Financial Planner
My career in Financial services & Financial Markets, spans over 35 years. Prior to 2000, I was a trader in Financial Markets for a number of financial institutions, in various locations, including postings in New York & Singapore. Since 2002, I have applied my experience & skills to improving the financial well-being of individual clients. I hold Certified Investment Management Analyst® and Certified Financial Planner® accreditations. I also holds a Diploma of Financial Advising, Graduate Diploma of Financial Planning & Master of Applied Finance qualifications.
Financial markets are a never ending journey of discovery & learning. The interaction between financial markets and regulations can discourage individuals from engaging in there own journey towards financial security. Our objective is to work through the noise and complexity, to help clients to achieve their dreams.