Phone: 09 414 2089
Mobile: 027 346 2731
Website : www.gbpensions.co.nz
Director of GBPensions
- Authorised Financial Adviser (FSP 138624)
- Graduate Diploma Business Studies, (Financial Planning), Massey University
- Certified Financial Planner CM
- CertPFS (UK), Chartered Insurance Institute, London 1997
- Chartered Life Underwriter
- Accredited Investment Fiduciary ® (Fi360)
When and where were you born?
13th October in Harlow, Essex
How would you describe your role at GBPensions?
To help my clients realise their situation and the options available to them, so that they can make a genuinely informed decision about their pension transfer.
What aspect of your job gives you the most satisfaction?
The fact that my knowledge of products and legislation means that my clients can find the most tax efficient and appropriate pension transfer solution.\
What three things do you most enjoy doing out of work?
Live music, DIY and old cars.