About
What I've
done so far
twine financial advisers
Financial Adviser (Lending & Superannuation)
Sept 2022 – Feb 2024
Assistant Adviser / Associate
Nov 2020 – Sept 2022
axia labs
Relationship Manager and Strategy
Dec 2017 – Dec 2019
bank of new zealand
Service Consultant
Aug 2017 – May 2018
anz new zealand
Service Consultant
Jun 2016 – Aug 2017
This is my
system
- Always seek improvement
- Love what you do
- Pursue something that will outlast you
- Read often
- Be the hardest working person in the room
What I've
studied
Massey University
Graduate Diploma in Business Studies
Major in Personal Financial Planning
Open Polytechnic
Certificate in Financial Services (Level 5)
Specialising in Financial Advice & Investments
University of Canterbury
Bachelor of Commerce
Double Major in Strategy & Entrepreneurship, and Marketing