Career Summary
I began my financial planning career in 2013 and spent a decade working as a technical paraplanner before moving into a financial planner role. I joined Lucent in January 2026, and I’m excited to start working closely with clients to help them achieve their financial goals.
My Role at Lucent
My job is to help clients live their best life and to think beyond the day‑to‑day and focus on what they really want their life to look like, whether that’s enjoying retirement to the fullest, making a big career change, or simply having more time for the things that matter most.
Why I Love Working at Lucent
Everyone at Lucent genuinely cares about our clients and is focused on providing the best possible service, but we do it in a fun and engaging way! We work as a team, supporting each other to achieve the best outcomes for our clients
Why I'm Passionate About Financial Planning
I love the sense of reassurance and confidence that good financial planning gives people. It’s amazing to see clients relax once they understand where they stand and what’s possible for their future.
My Qualifications
Advanced Diploma in Financial Planning & Services with the Chartered Insurance Institute
STEP certificate in financial planning
LLB Law (hons)
