Facilitator Directory

Based in: Auckland. 

Broader area of facilitation: Online nationwide, and face to face in Whangārei, Auckland and throughout the Waikato.  

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

Professional qualifications: I'm a certified Financial Planner CM, and have a Graduate Diploma in Personal Financial Planning. 

What inspired me to become a Sorted at Work facilitator: My career has been in financial services over 25 years, specifically in estate planning, investment management and financial planning, so I’ve seen the positive impact actively engaging and learning more about managing money and planning for the future has on people’s lives. I love how the Sorted at Work programme reaches out to people in our community, and wanted to participate in guiding people through the pathway to developing long-term financial wellbeing.  

What people can expect from my sessions: Engaged and involved sessions in which we share stories and I incorporate interesting snippets from my years of helping individuals, couples, families and trustees manage their money and assets. 

What I enjoy most about being a Sorted at Work facilitator: Meeting people and hearing about their experiences.