About
Experienced Independent Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Finance, Investment Strategies, Financial Advisory, and Wealth Management Services.
Experience
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Independent Financial Advisor at Argentis
Dec 2024 - Present · 1 yr 7 mos
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Independent Financial Advisor at Craven Street Wealth
Jan 2023 - Nov 2024 · 1 yr 11 mos
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Independent Financial Advisor at Tarvos Wealth
Nov 2018 - Feb 2023 · 4 yrs 4 mos
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Paraplanner at CWP Financial Services Ltd
Apr 2016 - Nov 2018 · 2 yrs 8 mos
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Paraplanner at Pharon IFA Ltd
Sep 2014 - Apr 2016 · 1 yr 8 mos