Diploma for financial advisor, Level 4 DipFA 4. Financial services including creating financial plans, estate planning, income planning. and retirement planning. Working currently on Level 6 DipFA
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I enjoy cooking and caring for animals. I am a patron of many animal charities. I try to help and advocate for animals where I can. I have been part of the World Wildlife Fund for 12 years. I also try to contribute towards vegan culinary. I am also a cook myself and have attended and finished several culinary programs including the Le Cordon Bleu in London.
Momentum Independent Network - Independent Financial Advisor. Private portfolio, advise clients on Investments, financial planning, tax and estate planning.
PNC Investments - Investment Financial Advisor - Bank retail network: sourced leads and created book of business. Ranked as one of the top advisors in the bank. Achieved 'million dollar producer' level. Worked with a variety of investments: structured products, annuities, insurance, actively managed accounts. Designed personal portfolios for clients to understand their goals, objectives, risk tolerance and situation