I am an Insurance & Investment adviser residing and working in Herne Bay, Auckland. I have been an adviser since 1979.
I joined AMP Liquid in 2006 and brought with me a wealth of knowledge and experience gained from nearly 30 years in the industry. During this time I have built up a very large and loyal client base.
Whilst I am able to advise on a wide range of products and needs, I concentrate predominantly on business and personal risk management. This includes individual advice on life and trauma insurance, as well as income protection. For businesses, I advise on key person cover as well as share purchase and partnership insurances, which are a key ingredient in succession planning. I also advise on employee benefit schemes.
Over the years I have completed a wide range of certificates and keep these qualifications up to date by attending industry workshops and conferences and sitting industry based examinations. These maintain my continuing education credits required by the Institute of Financial Advisers to retain annual membership and renew the AMP Certificate of Practice.
I am married with one adult daughter and enjoy spending leisure time with the family in Fiji and Omaha and enjoy competitive sailing both in New Zealand and Internationally. My other interest is the day to day management of a commercial property portfolio.