I am based in Whangarei city but look after customers from Auckland all the way to Cape Reinga.
I have been working as a Financial Adviser since 1994. I hold a Wealthpoint Practicing Certificate as well as a Graduate Diploma in Business Studies (Massey University, 2007) majoring in Personal Financial Planning. My main area of expertise is in providing mortgage finance for clients as well as personal risk management, life, trauma disability and health insurance. I also provide a general insurance service for my clients. I thoroughly enjoy meeting with my clients and building strong personal relationships where I can understand and meet their needs over the long term.
I am married to Tina and have 2 adult children, Michael and Nicole and a fantastic grandson Kade. We have recently moved to a property in Onerahi which, being right next to the water allows us to take part in water sports which we both love. I’m also a bit of golf nut much to my wife’s disgust.