Operations Manager
QFA LCI PTP BSc CFP ®
I joined CMCC Financial Solutions in January 2007, having previously worked in pensions administration and financial brokerage. It has been very rewarding to see our loyal client base expand over the years.
I support the advisory and administration functions to ensure we operate in a client centric environment.
I have completed a degree in Business Management, professional diplomas in financial advice, compliance & more recently the pension trustee practitioner. I completed the Post-Graduate Diploma in Financial Planning with the LIA in 2024, & obtained CFP ® certification in May 2025.