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Before I joined David Allen, I had already heard great things about the business and I wanted to experience it for myself. In 2021 I became part of the team, drawn by the strong reputation for putting customers first and its supportive environment that encourages staff to thrive.
With experience across all types of investments and financial planning, combined with our team’s collective expertise and experience, we’re always offering the very best advice and support to our clients. I truly enjoy meeting new people, learning their stories and finding out how we can help. I provide a holistic service to clients in a professional and friendly manner.
Clients often tell me that I take the time to listen carefully and explain things in a way that makes sense to them. I pride myself on being approachable, helpful and considerate to their individual needs.
Away from work, I love being outdoors; running, cycling, hiking up mountains and spending time on the lakes with friends and family are my favourite past times.