I joined Fisher Funds 5 years ago, after a long career in banking including branch management and taking care of local business and retail banking clients. During my career I have enjoyed helping families get into their first home, planning for their successful retirement, supporting each of my clients through personal challenges and celebrating life’s milestones with them.
I like to work within the broader Fisher Funds team and alongside my clients to develop an investment approach and solution that meets their specific circumstances and requirements.
I am a Financial Adviser, holding a New Zealand Certificate in Financial Services. I enjoy helping my clients plan for their next milestone, be that, retirement, or next financial life goal.