I aim to increase the ability for financial planners to provide cost-effective, high quality advice to clients without the administration burden by leveraging planning software.

I currently work as an Adviser Assistant responsible for administering the advice provided by our 3 CFP® certified financial planners and creating back-end processes to improve business operations. We achieve this mainly through utilizing the Xplan software to build

Prior to BlueRock I worked as a Junior Adviser at National Sterling and was fortunate enough to gain financial services experience in the United Kingdom at one of their largest banking institutions. My previous experience working in customer relations and client facing roles is complementing my ever-growing technical knowledge that is invaluable when developing processes that enable lean delivery of advice whilst fully considering the compliance requirements of the industry.

Working in the wealth management industry has granted me the opportunity to fulfil the personal desire to improve the lives of others around me. We are extremely lucky as professionals in that through delivering high quality advice we provide solutions to often unseen issues and witness psychological and material gains which significantly impact the lives of our clients and their families.

"The single most powerful asset we have is our mind. If trained well, it can create enormous wealth"
- Robert Kiyosaki

Work Terms

I am available for 10 hours during the week and 10 hours over the weekend.
I prefer to be paid via bank transfer or Paypal.
I prefer email communication.