“I love understanding how the world works, and the best way to do things.”
I would not be the person I am today had I not attended boarding school for my secondary education. It gave me the opportunity to mix with a broad range of people from diverse backgrounds. I observed cohesion and conflict, good and bad behaviour and successes and failures. In the constant 24/7 environment, there was no escaping it. I leant the value of hard work and setting goals, mostly the importance of seeking ‘Balance’ in Life.
After I completed my Commerce Degree at university, I became a CPA Taxation Accountant. I mixed with a diverse range of people and finances and observed their money habits. I enjoyed applying my knowledge and skills to help and educate clients. However, I felt accounting was not meaningful or proactive enough for me. I felt there must be a better way I could help people.
It was only when I became a financial adviser that I could help people in a more complete and meaningful way. I have a real passion for researching and investigating anything and I mean just about anything. It makes me happy when I can research and investigate an issue for someone to help them make better financial decisions both now and for the future.