Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I contribute to the success of Carrick Wealth by providing a level of service that meets or exceeds my client’s expectations. This helps me in recruiting more clients which will further enhance the Carrick brand. My 14 years of experience also allow me to assist my colleagues and help them meet more potential clients.
What is the best part about your job?
I enjoy meeting new people and assisting them with financial solutions that will allow them to retire with peace of mind.
Tell us about your personal and professional growth while working at Carrick.
I strive to further improve my qualifications so that I can offer my clients even better advice and service.
What is a typical day at work like for you?
While most days are different, I typically enjoy meeting with people and interacting with them. I enjoy delivering good news to my clients when it comes to providing feedback on their investments.