A dedicated and client-focused Financial Adviser with over 9 years of experience across banking, insurance, client relationship management, and financial services. With a strong background in retail banking, insurance applications, compliance, client portfolio management, and financial product support, brings a practical and personalised approach to advice.

Skilled at understanding client needs, explaining insurance options in simple language, and helping individuals and families make confident decisions about protecting their income, lifestyle, loved ones, and long-term financial wellbeing. Known for a warm communication style, attention to detail, and solution-focused approach, passionate about making insurance clear, meaningful, and tailored to each client’s circumstances.

• Financial Adviser at Tulip Financial Services, New Zealand.
• Over 9 years of experience across banking, insurance, client relationship management, and financial services.
• Strong background in retail banking, insurance applications, compliance, client needs analysis, and financial product support.
• Known for a friendly, detail-oriented, and client-focused approach, with the ability to explain financial and insurance matters clearly and practically.