Education & Certifications

Continuous learning and professional development in financial services and business

Postgraduate Diploma in Business Studies, Personal Financial Planning

Massey University

2025

Certified Financial Planner (CFP) designation pathway completed

NZ Certificate in Financial Services Level 5 - Life, Disability and Health Insurance

Open Polytechnic of New Zealand

2023

NZ Certificate in Financial Services Level 5 - Investments

Open Polytechnic of New Zealand

2023

NZ Certificate in Financial Services - Residential Lending

Strategi Institute

2020

Bachelor of Commerce (B.Com.) - Economics

North-West University

2011

Professional Development

CFP Pathway

Completed Postgraduate Diploma in Business Studies, Personal Financial Planning through Massey University. This qualification is part of the pathway to Certified Financial Planner (CFP) designation.

Completed: 2025

Regulatory Qualifications

Holds multiple New Zealand Certificate in Financial Services qualifications covering life insurance, disability and health insurance, investments, and residential lending.

Completed 2020-2023

Qualification Summary

5

Formal Qualifications

Including bachelor's degree and postgraduate study

3

Financial Services Certificates

Covering insurance, investments, and lending

1

Postgraduate Diploma

With CFP designation pathway

Ready to Connect?

I'm committed to continuous learning and professional development. Let's discuss how my qualifications and experience can add value to your organisation.