Financial Services Consultant at Odyssey Advisory
May 2019 - Present · 7 yrs 3 mos
IBF Qualified in Private Banking & Wealth Management
Court of the Table (COT) Member
Million Dollar Round Table (MDRT) Member
Ranked 18th out of 4000 Financial Services Consultants (Top 0.45%)
Estate and Succession Practioner at PreceptsGroup International
Jun 2022 - Present · 4 yrs 2 mos