Facilitator Directory

Based in: Central North Island. 

Broader area in which I’m available to facilitate: Online nationwide, and face to face in the Central North Island and Waikato regions. 

Sorted at Work courses I'm available to facilitate: All of them.  

Professional qualifications: A NZ Certificate in Financial Services L5, and a Postgraduate Diploma in Personal Financial Planning. 

What inspired me to become a Sorted at Work facilitator: I really enjoy sharing personal financial planning information with practical examples, so people can translate it to their own lives and make decisions that are right for them on a daily basis. 

What people can expect from my sessions: Because I’m a practicing financial adviser, I’m able to provide up-to-date information, but I speak in plain language using everyday examples, so participants can better understand financial products and services. 

What I enjoy most about being a Sorted at Work facilitator: Being able to help people make confident decisions about the financial products and services that are right for them.