As an Investment Strategist at Custodian, my primary responsibility is to guide both current and prospective clients in crafting customised strategies that leverage property to achieve their short-term, long-term, and retirement goals. Our mission is to develop a strategy that aligns with each client's financial aspirations, whether that's closing retirement gaps or ensuring a self-funded retirement. At Custodian, we understand that successful property investment goes beyond mere transactions; it’s about helping clients realise their long-term dreams. I work closely with clients from the initial consultation to the final investment decision, ensuring that their strategies are built on solid research and data analysis. This involves identifying the most promising areas for investment by analysing market trends and timing. Furthermore, we have cultivated trusted partnerships with developers and builders, which allows us to mitigate risks and provide guarantees that enhance our clients' chances of success. My role is to ensure that every step is meticulously planned and executed, giving our clients the confidence they need to move forward with their investments.

I was fortunate to hold a position as a Self-Managed Super Fund (SMSF) Portfolio Manager at Future Assist, where I adeptly manage a diverse portfolio of clients, catering to their SMSF management and investment requirements.

Client Service and Sales Manager in finanical sales and general advice in retirement and wealth management

Property investment training

Undertook onsite management of large property/paper asset training seminars and conferences. Managing the sales, marketing and administration of each particular brand. Overseeing and controlling the major international brands held under the Tigrent umbrella. Maintaining intricate knowledge of property/paper asset training within the organisation. Researching on and identifying micro climate trends in property market areas across the UK.

Managed new and existing client accounts. Developed and nurtured relationships with clients, other professionals and third party referees.Evaluated credit applications; determined and established appropriate securities to minimise risk. Maintained a high level of customer service and resolved client issues in a timely manner. Initiated recovery of debt, managed and recovered errant debts.― Ensured compliance with financial services legislation, industry and professional codes of practice.