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I’m an experienced Business Development Manager with over 16 years of financial services experience. I work closely with financial planning firms and their leadership teams presenting solutions that add value to their business. As a Chartered Financial Planner and fellow of the Personal Finance Society, I take pride in keeping my technical knowledge up to date and helping my advisory contacts find suitable solutions to their clients' financial objectives.
A bit about me:
Outside of work I love spending outside time with my family, following my kids on their sporting journeys and learning about what it takes to achieve high performance in sailing and endurance sports.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do to me is having the courage to have a go. The process of learning from discomfort is where progress happens.