I started my financial services career with Prudential in 1989, initially as an Agent and later becoming a Financial Consultant, with the last 8 years spent in the role of Sales Manager. I left to become an independent financial adviser with Financial Design in 2001.
Whilst my experience is in general financial planning, I would regard planning into retirement as my area of specialism. I believe a good independent financial adviser can add real value to the client in this area and can often deliver an outcome that any client would find difficult to achieve on their own.
Click here to view my SPS Certificate.