Experience

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  Chubb Life

  • Tauranga, Bay of Plenty, New Zealand

  • Insurance Adviser

    • Mar 2023 - Present
    • Tauranga, Bay of Plenty, New Zealand

    I’m here to help you protect what matters most; from your home and lifestyle to ensuring your family or business is looked after should the unexpected happen.Insurance is a personal decision, so the best way I can help is by getting to know you and develop a plan that best fits your needs, goals ...

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  Cigna New Zealand

  • Tauranga, Bay of Plenty, New Zealand

  • Insurance Adviser

    • Feb 2022 - Present
    • Tauranga, Bay of Plenty, New Zealand

    I’m here to help you protect what matters most; from your home and lifestyle to ensuring your family or business is looked after should the unexpected happen.Insurance is a personal decision, so the best way I can help is by getting to know you and develop a plan that best fits your needs, goals ...

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  AdviceFirst

  • Tauranga, Bay of Plenty, New Zealand

  • Financial Advisor

    • Jun 2021 - Jan 2022
    • Tauranga, Bay of Plenty, New Zealand

    Relationship management of a book of clients to ensure retention as well as areas of growth. Specialist area is financial advice and planning. Supporting clients in making decisions to help achieve their long-term financial goals.

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  Cigna New Zealand

  • Tauranga

  • Insurance Adviser

    • Dec 2018 - Jun 2021
    • Tauranga

    I’m here to help you protect what matters most; from your home and lifestyle to ensuring your family or business is looked after should the unexpected happen.Insurance is a personal decision, so the best way I can help is by getting to know you and develop a plan that best fits your needs, goals ...

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  ANZ

  • Wealth Specialist

    • Jan 2018 - Dec 2018

    I’m here to help you protect what matters most; from your home and lifestyle to ensuring your family or business is looked after should the unexpected happen.Insurance is a personal decision, so the best way I can help is by getting to know you and develop a plan that best fits your needs, goals ...

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  NZ Advice Group

  • Auckland, New Zealand

  • Authorised Financial Adviser

    • May 2016 - Dec 2017
    • Auckland, New Zealand

    Relationship management of a book of clients to ensure retention as well as areas of growth. Specialist area is financial advice and planning. Supporting clients in making decisions to help achieve their long-term financial goals.

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  Quantam Broker Group

  • Auckland, New Zealand

  • Financial Advisor

    • Sep 2015 - Apr 2016
    • Auckland, New Zealand

    Relationship management of a book of clients to ensure retention as well as areas of growth. Specialist area is financial advice and planning. Supporting clients in making decisions to help achieve their long-term financial goals.

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  Discovery Limited

  • Johannesburg Area, South Africa

  • Financial Adviser

    • Mar 2013 - Jul 2015
    • Johannesburg Area, South Africa

    My role involved sourcing new clients, building relationships, marketing, managing my administration team, and sales. Key responsibilities were to create planning solutions and provide sound financial advice. This was done through understanding each individual client’s financial requirements and ...

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  Absa

  • Johannesburg Area, South Africa

  • Financial Adviser

    • May 2007 - Feb 2013
    • Johannesburg Area, South Africa

    My role involved working with Absa Bank’s clients and providing financial planning advice. My main focus areas were investment planning, risk planning and offering mortgage cover. I provided planning solutions to address my client’s specific needs.