Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I believe my experience gained in the financial planning arena has a positive impact on my relationship with clients. It’s great to be part of a team that possesses a wealth of knowledge and which assists me in understanding the offshore market in which I am now active.
What is the best part about your job?
Being with clients helping them fulfill their financial goals and knowing that they are satisfied and that I have earned my keep. Also, being part of a team as opposed to working on my own is very fulfilling.
Tell us about your personal and professional growth while working at Carrick.
The move to Carrick has been very challenging and has taken me out of my comfort zone. The Carrick brand is one of professionalism and integrity to which I adhere and have come to identify with strongly.
What is a typical day at work like for you?
I enjoy arriving at the office and seeing my associates with a cup of coffee. Work starts with me attending to urgent emails and then completing any important outstanding documents. At this stage I am also much involved in strengthening my skill set to enable me to give professional and thought–provoking advice, particularly in the offshore space. This is ongoing. I also spend time building a list of contacts and clients and securing appointments.
We are always looking for driven people to join our growing team.