29 years in the insurance industry
I am an Authorised Financial Adviser. This means I have been authorised by the Financial Markets Authority (the government agency that monitors financial advisers) to provide financial adviser services.
As an Authorised Financial Adviser, I am required to comply with the Code of Professional Conduct for Authorised Financial Advisers.
As a self-employed financial adviser since 1986 I am always striving to improve the quality of service I offer my clients while keeping ahead of public demand for improving standards of practice.
I pursue an active programme of continuing education. In 2000 I completed the Massey University Introduction to Financial Planning course and in 2006 I was awarded a Diploma in Business Studies with a Major in Financial Planning from Massey University.