With 20 year’s experience in the financial industry, I’ve seen first hand how important financial freedom is to my clients. And because financial freedom means something different to each of us, my goal as an Authorised Financial Adviser is to provide tailored financial advice that enables you to protect your assets. Insurance advice should be a critical part of creating and implementing a financial plan. My role as your adviser is to ensure your goals are achieved whatever life may throw your way.
Areas of Advice;
I began working in the financial services industry in 1994. I spent 10 years in trading roles with major investment banks in London before moving to New Zealand in 2003. In New Zealand I have held roles with Spicers, OMFinancial and Knight Frank. For further details please refer to my LinkedIn profile.
I am an Authorised Financial Adviser (AFA) and have an Honours Degree in Economics from Manchester University. I am a certified member of the Institute of Finance Professionals New Zealand (INFINZ).
As a father to 3 young children, outdoor activities are always on the agenda. I am a keen golfer and enjoy fishing the lakes and rivers in Central Otago whenever the opportunity arises.
Authorised Financial Adviser (AFA)
Nominated Representative of Spicers QFE
Spicers’ Christchurch office serves the greater Canterbury and West Coast regions. Our qualified advisers are ready to assist with investment strategy, cash management, retirement planning, pension transfers or personal and asset risk management. They have specialised experience with pension transfers (particularly UK and Australia), which makes our Canterbury investment advisers an important knowledge resource around New Zealand.
Our Canterbury team works with clients from all walks of life and all industry sectors, including agriculture and horticulture. Wherever there’s a need to plan for the future and protect assets, they provide insightful no-obligation consultation.
If you’ve been googling ‘investment advice West Coast’ or ‘investment adviser Christchurch’, look no further. Our advisers’ numbers are displayed here.