Wealth Adviser at Fidelity
I am a finance professional with a Bachelor of Arts Degree in Business Management, Accounting and Finance, as well as a Diploma in Regulated Financial Planning. With almost a decade of experience, I have developed a passion for the finance industry and a desire to help people with their financial goals.
At an early age, I saw the complexities of financial planning through my own aging parents frequently calling on me for help. This ignited a passion and inspired me to help others achieve their financial goals. Whether it's planning for retirement, investing in the stock market, or saving for children, I am passionate about simplifying the complicated world of investments and helping client’s make informed decisions.
As a lover of travel, I have been fortunate enough to visit over 20 countries and experience many different cultures. I also enjoy cooking and recreating dishes from my travels, bringing a taste of the world to my own kitchen.
When I am not traveling or cooking, I enjoy staying active by going to the gym and participating in Pilates classes. I also love the outdoors and often enjoy long, relaxing walks.
In 2021, I experienced significant life changes including moving house, getting married and joining Fidelity. Working at Fidelity has given me the opportunity to expand my knowledge and skill set, and I am thoroughly enjoying my time spent helping clients achieve their financial objectives.
I am excited to continue my career in finance and make a meaningful impact on people's lives.
I like helping people on:
Pensions – Getting started
My charging model:
Ongoing % fee
I work at