Award Winning Financial Strategist ♦ Investment Advisor ♦ SMSF Specialist Adviser ♦ Australian & UK Pension Planning Specialist ♦ Succession (Family & Business) Planning Consultant ♦ Entrepreneur I am passionate in helping my clients obtain a secure financial future and achieve this due to my personal commitment to expertise, ethics and financial knowledge. With a background in Business Administration in Finance (MBA in Finance & Accounting) and having completed more than ten professional certification courses, I bring significant expertise to financial planning. I focus on understanding my clients’ needs and applying strategic analysis to identify opportunities for growth, secure assets and maintain compliance. Having worked for long periods in prestigious international organisations in the UK, Middle East and Australia, I am able to bring a global perspective. I enjoy working tirelessly to grow my customer base and provide bespoke wealth management services tailored to individual customer requirements. I value loyalty, stability and enduring client relationships as much as success, and have divided my time in the last 26 years between just 4 companies. This has allowed me to provide a lasting, consistent service to my clients, an essential benefit where long-term financial planning is concerned. It has also given me the opportunity to identify, nurture and develop future talent for the business by recruiting fresh members into the teams I manage.