What’s your role? Chartered Financial Planner. I help clients to develop and implement a financial plan which allows them to enjoy their lifestyle and achieve their goals and objectives.
What do you like best about working at AAB Wealth? The culture of collaborative working within the firm is great. Everyone in the team is given an opportunity to use their skills to add value for clients and enhance their experience with AAB Wealth. Ultimately this results in a successful client experience and a real team atmosphere, which is fantastic to be a part of.
What’s your favourite destination? Port Douglas, Australia – A real tropical paradise with great restaurants, cafes and beaches, where you have the oldest rainforest in the world to one side and the Great Barrier Reef to the other. The diversity and contrast is incredible.
What’s on your bucket list? A lot, most of them travel related! I love skiing, so skiing the Streif in Kitzbühel, Austria, is pretty close to the top. It’s probably the most famous and challenging downhill course around, so I imagine it features on a lot of ski related bucket lists!