Director of UK-Australian Proposition
As Director of RM Capital Wealth in both Australia and the UK, and RM Capital Finance, I am a qualified financial planner with over two decades of experience in wealth management and business development. I am also a qualified UK Pension Transfer Specialist.
I hold UK CFP certification, the only globally recognised mark of excellence in financial planning. I also hold the UK Chartered Wealth manager and Chartered Associate of London Institute of Banking & Finance certifications.
Specialising in financial planning for British and Irish Expatriates in Australia, I can offer advice on retirement, investments, savings, life assurance and critical illness cover and estate planning.
Get in touch?
We work exclusively online. All our meetings are conducted on online, recorded and saved for your protection and ours.
If you have any questions, please get in touch with a member of our team.