Since leaving secondary school, I never had the intention to go to University. I was never 100% sure what career path to take. I therefore jumped straight into Financial Planning and Wealth Management when I was 17, starting at the bottom with no qualifications.
Two years later, I decided it was time to move onwards and upwards. I joined Kubera Wealth in March 2016 and in 2021 I achieved my CII Level 4 Diploma. I am now working towards becoming a Chartered Financial Planner.
I work with Stuart and Graeme in preparing in-depth reports that accompany the high-quality advice we deliver to our clients. I also support with the more technical aspects which enables Stuart and Graeme to concentrate on what they do best, helping our clients achieve their dreams and aspirations through strategic financial planning.
Outside of work, I love to spend time playing golf, eating out and socialising.