I am primarily responsible for the research and analysis that supports the advice we provide. I work closely with Jayne to help provide a holistic approach to your circumstances and review, analyse and compare alternatives for your unique situation and ultimately prepare our written recommendations. I have worked in financial planning for the past 10 years across administration, paraplanning and compliance roles and I am currently studying for my industry Chartered qualifications. The part of my work that I most enjoy is anything to do with cashflow planning. Every circumstance is different, so when I find that optimal point that creates the best possible outcome for you, I can’t help but feel triumphant.