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Senior Financial Consultant
With over five years previous experience working in the financial industry in the UK I interviewed in London for a consultant role with Infinity in 2008. I have been working with them in Asia ever since.
I am a career financial planning professional with BA Hons degree in accounting and business finance in addition to numerous professional qualifications, including advanced qualifications at diploma level in investments, tax and trusts. I am fully qualified to give professional advice in the UK and overseas. I have won various awards at Infinity over the years for dedication I show towards my clients.
Professionally I am an active member of the Chartered Institute of Insurance (CII) and strictly adhere to their code of conduct and the best industry practices when dealing with my clients.
All of which has stood me in good stead as I currently have over 100 clients who I actively service on a regular basis. It is my personal practice to review all my clients’ accounts every month to make sure that every time I give them advice it is right for them.
In my spare time I play golf and over the past year have taken up race sailing as part of the crew on a 52 foot slooped racer yacht every month.
Carl writes regularly on financial planning issues in print and online on his blog.
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