I am the Business Development Director for the professional and strategic partnerships channel with over 25 years’ of experience. I work exclusively with our professional partners to help our mutual clients audit, prioritise, and consolidate their financial affairs whilst seeking to outpace inflation and mitigate tax.
I work closely with my wealth planner and investment management colleagues to develop mutually beneficial relationships with other professionals, including solicitors and accountants. Together we can help private clients plan for, and safeguard their financial futures.
I began my career with CitiGroup and Commonwealth Bank in Sydney, Australia where, with Commonwealth Securities, I trained and qualified as a stockbroker. I then joined Investec Asset Management as Sales Manager and before joining Canaccord Wealth I was head of investment sales at Canada Life, working with both Canada Life Investments and the traditional Life Company to provide investment orientated solutions to financial intermediaries and their clients.