AFA, CFPCM, G.Dip.Bus.Stud (PFP end)
My career began initially in management, leading large teams of people in high turnover businesses. Throughout this period I was an avid investor and passionate about helping people succeed.
As part of my own journey to success I studied finance at Massey and achieved a Graduate Diploma in Business (Personal Financial Planning). That achievement lead me to change careers and join the financial advice profession. Subsequently, I have attained Certified Financial PlannerCM status, and are now completing my finance degree.
I joined Rede Advisers in 2020 to bring my investment skills and knowledge to assist our clients to create and grow their wealth.
I also am a facilitator who delivers Sorted programmes run by the Commission for Financial Capability.
These face-to-face courses are held in workplaces and community groups and encourage people to change the way they think about and manage their money.
Financial capability is about being on the winning side of our decisions around money. It’s a skill that we all need if we want to take charge of our lives and build a more secure future for ourselves and our families.
Find out more by visiting the Commission’s website http://www.cffc.org.nz/financial-capability/educational-programmes/workplace-programmes/
My aim is to eliminate the jargon and provide simple financial solutions that will meet our clients needs.