My role is to support the financial planning team through the research and analysis of client situations. I ensure my research and analysis are in a holistic manner, striving to attain the best outcome for clients in any given situation.
After completing my degree in Accountancy and Finance, I started my career though a graduate scheme which gave me invaluable experience in the international financial services industry, spending time working in Malta and the Middle East. Since joining Investec, I have completed the relevant qualifications to join the Chartered Institute for Securities & Investment as an Associate Member, as well as being awarded the Accredited Paraplanner designation. I am currently working towards the Certified Financial Planner title.
Outside of work I enjoy playing golf and spending time with family.
My areas of expertise
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