An Irish national with a bachelor’s degree in International Commerce and Chinese Studies from University College, Cork, I started my career in the financial services industry working for Fidelity Investments in Ireland. I subsequently moved to China and worked for Infinity in Shanghai for four years before relocating to Malaysia in 2022.
I am passionate about financial planning and constantly seek to enhance my expertise. I have attained the Certificate of Insurance and Financial Services from the Chartered Insurance Institute (Cert CII), I am currently working towards chartered status with the CII having passed the exams below:
AWF – Financial Planning
AWP – Investment Planning
W01 – General Insurance
R01 – Financial Services, Regulation and Ethics,
R02 – Investment Risk and Principles
R03 – Personal Taxation
R05 – Financial Protection
I have gained experience helping expats living and working in Asia to achieve their financial goals. I create bespoke financial plans which build and protect their wealth in the most tax-efficient way possible. The services I provide include retirement planning, investment advice, insurance provision and trust and estate planning.
I strongly believe in maintaining the highest ethical standards, and the integrity I have shown throughout my professional career has enabled me to build a strong portfolio of clients. I believe that people are what make life interesting and empowering individuals to take control of their finances is what makes financial planning such a rewarding vocation.