I work closely with IEP’s Managing Director, providing technical behind-the-scenes support in all areas of financial planning. Additionally, I am member of the Investment Committee board and serve as IEP’s Social Secretary.
Currently, I am pursuing my Cii Diploma in Regulated Financial Planning and have completed 4 out of 6 exams. My previous professional experience includes roles focused on Paraplanning and Technical support in the Sussex area. Prior to entering the industry, I worked in commercial real estate fund and asset management in Sydney and Melbourne, Australia. Graduating in 2018, I completed my degree in Business and Management at the University of the West of England.
I am an outgoing individual who has settled in Hove and loving the outdoors and city lifestyle. My hobbies include rock climbing, surfing and golf and in the summer months I try to get out to sea on the paddle board (often falling in).