About Us

My banking experience started in 1993 with Trust Bank Eastern & Central.

In 1997 I traveled to London and worked for Merrill Lynch and Morgan Stanley Dean Witter – predominately my responsibilities being settlement and middle office duties with my last 2 years working on the fixed income trading floor as a trader assistant.

In 2004 I returned to New Zealand and spent 6 years as a self-employed mortgage and insurance broker/adviser and held both NZMBA and IFA memberships. I was the deputy chairman of the Hawkes Bay IFA branch in 2010.

Since 2011 I have worked for Onepath Life as a regional sales manager and later moved into the ANZ as a senior wealth specialist where I managed seven insurance specialists throughout Bay of Plenty, Waikato and Hawkes Bay. I left the ANZ in October 2014 to build a mortgage and insurance broking business in the Bay of Plenty and Auckland.

My overall experience and knowledge within the New Zealand banking and insurance industry means my clients will receive quality informed advice.