Professional Experience

13+ years of progressive experience in financial services, operations, and business leadership

Financial Adviser

Lifetime Group Ltd

Auckland

Jul 2023 - Present
  • Achieved top 5 placement nationally in first production year, demonstrating strong commercial awareness and business development capability
  • Delivered 2nd place national ranking in adviser performance (Insurance Link & Mortgage Link), showcasing operational excellence and client-focused approach
  • Supported business initiatives focused on growth and efficiency whilst maintaining rigorous compliance standards
  • Collaborated with cross-functional teams to enhance service delivery and client experience

Managing Director & Principal Financial Adviser

Leapway Financial Consultants

Auckland

Oct 2016 - Jun 2023
  • Founded and led boutique financial advisory firm, building strong operational foundations and scaling business from startup to successful exit
  • Implemented comprehensive process improvements that increased team productivity by 40% and enhanced operational efficiency
  • Orchestrated strategic sale and seamless transition to Lifetime Group, demonstrating strong business acumen and stakeholder management
  • Led 6 merger and acquisition transactions, showcasing negotiation skills and business development capability
  • Deployed custom-built Pipedrive CRM system that integrated with other systems to support advice processes, and implemented FMA licensing compliance project
  • Cultivated client-centric culture and built strong internal processes that became key differentiators for the firm
  • Managed all operational aspects including business planning, reporting, and continuous improvement initiatives

Registered Financial Adviser

Discovery Life Ltd

South Africa

May 2016 - Sep 2016
  • Successfully transitioned into New Zealand financial advice sector with focus on tailored solutions
  • Developed foundational understanding of regulatory framework and market dynamics

Senior Financial Planner

PSG Wealth Ltd

Potchefstroom, South Africa

Apr 2015 - Apr 2016
  • Worked within South Africa's largest independent advisory business, gaining exposure to comprehensive wealth management operations
  • Delivered holistic financial planning and strategic advice to diverse client base
  • Collaborated with senior leadership on long-term business strategy

Independent Financial Adviser

Ultrafin

South Africa

Oct 2014 - Mar 2015
  • Focused on holistic financial planning and comprehensive client solutions
  • Worked closely with clients to build practical solutions across all major advice areas

Financial Planner

Old Mutual

South Africa

Mar 2012 - Oct 2014
  • Started financial advisory career with strong foundation in insurance, investment, and retirement planning
  • Opened first Old Mutual-accredited advisory firm in local area, demonstrating entrepreneurial initiative
  • Delivered advice aligned with accredited financial planning framework

Professional Skills

operational

  • •Business Operations & Process Improvement
  • •Project Management
  • •Business Planning & Reporting
  • •Systems Implementation
  • •Stakeholder Coordination

business

  • •Business Development & Strategic Growth
  • •Mergers & Acquisitions (M&A)
  • •Commercial Awareness
  • •Business Scaling
  • •Entrepreneurship

professional

  • •Compliance & Governance
  • •Risk Management
  • •Client Relationship Management
  • •Team Leadership
  • •Communication & Presentation

technical

  • •XPLAN CRM (Current - Lifetime Group)
  • •Pipedrive CRM (Custom-built integration - Leapway)
  • •Salesforce
  • •Dynamics 365
  • •Financial Modelling

Languages

English (Fluent)

Afrikaans (Fluent)

Interested in Learning More?

Explore my education and certifications, or get in touch to discuss how I can contribute to your organisation.