With over 10 years in the financial services industry across several areas such as financial planning, mortgages, protection, investments, asset management and WRAP platforms, Drew’s broad range of experience reflects the individually tailored financial planning he delivers to all clients.
Drew believes that financial planning is necessary in all life stages, from buying your first property and getting married to providing financial security during retirement and succession planning. His objective is to help each client identify, achieve and sustain their financial planning goals and objectives, and build honest, ethical and valuable relationships.
Drew is currently studying to achieve Chartered status.
Outside work, Drew enjoys an active lifestyle of rugby and crossfit.
Diploma in Regulated Financial Planning
Certificate in Advanced Mortgage Advice
Certificate in Mortgage Advice
Certificate in Life and Pensions
Award in Pensions Update
Award in Long Term Care Insurance