Profile

I started my Financial Planning journey 13 years ago in Australia and haven’t looked back! I have always been fascinated by the Operational side of any business, and how the team ‘behind the scenes’ provides a strong foundation for business growth.

At Wealth Matters, we use the fundamentals of Gino Wickman’s ‘Traction’. This allows us to focus on our unique abilities and to work as a highly functioning team. My role as the Integrator is to work alongside the Visionary and CEO Julian Gilbert. Whilst Julian uses his vision and expertise to pursue business growth, my role is to bring those ‘ideas/visions’ to reality by discovering the ‘how, who, when, why and outcome’. Cascading these visions effectively to the team, identifying any potential issues and creating solutions, and ensuring smooth delegation and teamwork, my role oversees the success for Wealth Matters for both today and the future.

In my spare time, I enjoy travelling and you will often find me in Italy during the summer weekends. I am very partial to any sports documentaries and am fascinated by the drama of the NBA and NFL, and understanding the mindset of famous Coaches.

Qualifications

• R01 Financial Services, Regulations and Ethics
• R05 Financial Protection
• In 2022, I graduated from Capital Shifts ‘Thought Intelligence’ Programme

Telephone: 01582 720511

Email: info@wealth-matters.co.uk