I began my career in Wealth Management in 1994 in the United Kingdom. Over the years, I have worked both in the UK and internationally, spending much of my time in Southeast Asia.

I am qualified to Diploma level through the UK's Chartered Insurance Institute (CII) and am an active member of the UK’s Personal Finance Society (PFS). I also hold the London Institute of Banking & Finance (LIBF) Certificate in Mortgage Advice & Practice, as well as additional financial qualifications through the Singapore College of Insurance (SCI). Currently, I hold thirteen qualifications and certifications from these institutions.

During my time in the UK, I held the position of pension specialist, which is reserved for advisers with the advanced pension qualification, enabling them to provide specialised pension advice.

Another area of expertise in which I am qualified to advise is UK inheritance tax and intergenerational succession planning. I previously worked for a large national solicitors' practice, where I headed the estate planning, trust planning, and wealth management team in their Pall Mall, London office.

In my wealth management career, I have advised both high-net-worth individuals and businesses. My experience spans a FTSE 100 bank, the British Medical Association, where I provided specialised advice to doctors, as well as employee benefits and boutique specialist wealth management firms. Over 30 years, I have gained valuable experience in various aspects of the profession.

Before moving to Malaysia, I spent three years in Singapore advising on specialist wealth management and pension restructuring.

In 2024, I was delighted to be offered the opportunity to work with Melbourne Capital Group in Malaysia. I was drawn to Melbourne Capital Group as they uphold the highest professional standards and integrity, aligning perfectly with my own commitment to client-focused wealth management.

Personally, as a family man, I spend most of my spare time with my family. We enjoy travelling and love exploring the region whenever we get the chance.