Helping you succeed in life's financial journey
Financial Adviser - Wealth Generation
Recently joining the Wealth Management team, I have 19 years of commercial and investment experience.
Over the years I have gained a Bachelor of Agricultural Science degree and while spending several years in Corporate & Commercial Banking with The National Bank of NZ, completed a Post Graduate Diploma in Applied Finance and Investment through the Australian Securities Institute.
For several years you would have found me in the FX dealing room of The National Bank’s Institutional markets, before later moving to funds management at NZ Asset Management as an Associate Director.
Over the last decade I have been running my own family business which took us to the UK for 5 years, growing the European markets. Having recently sold the business I have returned to the finance industry and enjoy bringing a wealth of commercial knowledge and ability to Cole Murray clients, allowing the delivery of sound financial portfolios, carefully developed with individual financial goals as a priority.
My wife, three children and I returned to Hawke's Bay back in 2013. The Hawke's Bay lifestyle and family connections were a great motivation to move back to New Zealand for sure. Outside of the office I get very much into water sports, having been competitive in rowing, adventure racing and surf life saving.
I'm also enjoying throwing myself into the Cole Murray Cape Kidnappers Trail Run, and dusting off the running shoes as duty calls!
Contact me today for a confidential review of your personal financial position to help you on the path to a comfortable retirement.