I joined HarperLees in April 2018 to provide investment research and analysis. Working on a part-time basis enables me to have the work/life balance which is important to me with two small children.
Before taking time out to look after my daughters, I worked at BDO Investment Management / Broadstone for 12 years. During my time there, I had a variety of roles including assistant consultant and discretionary investment manager.
Diploma in Financial Planning
Investment Management Certificate
When not at work, I enjoy
Spending time with my family, especially our two lovely daughters.
Listening to music, especially when played live.
Spending time outdoors, exploring the countryside.
When time allows, reading as many books as I can.
My bucket list
Return to Australia to show our daughters the places we visited.
A trip to Canada with Mark and the girls.
Occasionally I have a moment of madness and want to complete the London Marathon.