My career in this industry began back in 1997 and I have been overseeing the continued success of Informed Financial Planning since 2004. Since our inception, I have always found great enjoyment in witnessing the development of our very talented staff here. The most challenging aspect of my job is keeping on top of the never ending regulations!
Qualifications
- G10 – Personal Tax & Trust Planning
- G20 – Personal Investment Planning
- G30 – Business Financial Planning
- G60 – Pensions
- G70 – Investment Portfolio Management
- G80 – Long-Term Care, Life & Health Protection
- H15 – Supervision & Sales Management
- H25 – Holistic Financial Planning
- K10 – Retirement Options
- K20 – Pension Investment Options
- MAQ – Mortgage Advice Qualification
- R01 – Financial Services, Regulation & Ethics
- R02 – Investment Principles & Risk
- R04 – Pensions & Retirement Planning
- SV1 – Savings & Investments
- CF1 – Financial Services, Regulations & Ethics
- CF2 – Investment & Risk
- CF3 – Financial Protection
- CF4 – Retirement Planning
- CF5 – Integrated Financial PlanningCF6 – Mortgage Advice
- CF8 – Long Term Care Insurance
- FP1 – Financial Services & Their Regulations
- FP2 – Protection, Savings & Investment Products
- FP3 – Identifying & Satisfying Client Needs
- STEP Certificate in Financial Services
- STEP Advanced Certificate in Advising Vulnerable Clients