Hi. Having worked in the financial industry for 20 years across a range of roles including financial planning, estate planning and now mortgages I feel I have a well rounded view of all aspects of the industry which can be imparted within my conversations with clients. My business model works on client referrals which I feel solidifies that I do an excellent job for my clients working effectively and efficiently keeping the important information relevant.
Outside of work I have a young family so weekends are important family time as I regularly work evenings at my clients convienence.
Hopefully speak soon.