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Cii - Advanced Diploma in Financial Planning (APFS)
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Cii - Diploma in Regulated Financial Planning, (DipPFS)
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Cii - Certificate in Discretionary Investment Management, (CertPFS DM)
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Cii - Certificate in Securities Advice and Dealing, (CertPFS Securities)
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IFS - Certificate in Mortgage Advice and Practice, (CeMAP)
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Swansea University - Degree in Economics and Geography, BA (Hons)
QUALIFICATIONS
Having been in the industry for 15 years and an expat for over 10, I’m in the unique position of understanding the challenges of trying to financially plan for the future in South East Asia and actually being in a position to help.
Originally from the UK, I have kept up with the qualification framework for the Chartered Insurance Institute and Personal Finance Society. I have attained enough exams to be a Chartered Financial Planner.
I now call Vietnam home and since moving here, I have discovered a passion for motorcycling. I can’t think of anything better than jumping on the bike and setting out on an adventure at the weekend. I love travelling and exploring the Vietnamese culture with my wife.
PERSONAL
2017 - Present:
Chartered Financial Planner &
Country Manager
(Ho Chi Minh, Vietnam)
2010 - 2017:
Independent Financial Planner
(Kuala Lumpur, Malaysia)
2007 - 2010:
Independent Mortgage Advisor
(London, UK)
