I have a Bachelor of Business and Commerce in Accounting from Victoria University of Wellington in New Zealand. Since joining Great Eastern Life in 2007, I have benefitted from he company's professional training to high ethical standards.
I have expertise in financial planning and I strive to educate and create financial security for my clients. After working with a variety of people, I realise that I enjoy helping individuals and business owners to manage their health insurance and wealth accumulation.
I design my practice to help clients accomplish the following:
1. To save them shopping the market for the most suitable plan.
2. To maximise their savings potential through their chosen plans.
3. To review and revise their financial portfolio to keep it up to date
Bachelor of Business and Commerce (Accounting), Unit Trust Consultant, Affiliate RFP (Registered Financial Planner)
Supremacy Experience Summit 5 (2014), Supremacy Elite Award (2014), Supremacy Premier Award (2013), LPA Excellence Achiever's Award (2013, 2014), Master Sales Award Silver (2013, 2014)
Outdoor and adventure sports, Travelling