I’m a Certified Financial Planner® at Momentum Financial Planning, working with individuals, families, and small business owners on long-term financial decisions that matter.
My work focuses on helping clients make clear, practical decisions in often complex and uncertain environments: across investments, income protection, estates, and intergenerational wealth planning.
Over time, I’ve developed a strong interest in how financial advice can be delivered more clearly, consistently, and effectively; not just what advice is given, but how it’s structured and implemented.
Alongside my advisory work, I’ve completed an MSc in Computer Science, which has shaped how I think about systems, process, and the role of technology in improving advice delivery.
From a volunteering perspective, I’m particularly interested in contributing in ways that are practical and actionable for other advisors. This includes:
- Writing articles that simplify complex concepts into usable insights
- Delivering talks or workshops focused on improving client decision-making and advice delivery
- Contributing to working groups or committees where structure, systems, and implementation are key
I'm interested in helping advisors improve how they think about, structure, and deliver financial advice in a way that benefits both clients and their businesses.