Grad Dip. CM, TEP, FCIS, FAICD, AFA, AFP
I have worked in the banking and finance sector for several decades. During this career journey, I have learned that the only way for me to provide meaningful advice is to educate my clients in all aspects of managing their financial affairs, with the result that my clients can give me informed consent whenever I give them recommendations that will affect their financial health.
I love the client relationship that is built on trust, but know that I have to earn the right to be trusted. Our journey together involves all aspects of their lives; the joys, the successes, the milestones along the way.
We have built a strong professional team at Dartnall Advisers and I enjoy seeing them achieve their career goals. Their engagement with our clients is a close one and I feel happy that the next generation of client wealth management has already begun.