Artificial Intelligence (AI) is transforming industries, and financial planning is no exception. The question is, will AI swallow up the roles of financial planners and client managers (paraplanners)?
Started at Equilibrium
- January 2008
What three things could you not live without?
- Health, happiness and my family.
Can you cook, if so what's your signature dish?
- I love cooking and have around 40 cookbooks! A traditional Spanish callos or a caponata.
If you could go for dinner with a celebrity, dead or alive, who would it be and why?
- Bruce Lee. I loved martial arts as a child and his dedication was phenomenal, it would be great to know just what drove that.
If you weren't in your current role what would you be doing?
-
I really don’t know, I’m a bit old now for a professional footballer.
If you could have any superpower what would it be and why?
- Invisibility of course
If you won the lottery, what is the first thing you would do?
- Take all of my family away on holiday and give myself a few weeks to decide how I would spread it around.
What would you most like to tell your 13 year old self?
- Don’t be so shy.
What is something you’ve never tried but want to?
- Jump off a mountain in a wing suit.
Where is the best place you’ve traveled to and why?
- Probably Costa Rica with my daughters a few years ago. Such a beautiful nature filled country with so much adventure to get my teeth into.
What are your three most overused words/phrases?
- I don’t know
What is your greatest fear?
- Anything happening to my family
If you could travel anywhere in the world, where would it be?
- I would love to take a few months exploring Canada
How do you define success?
- To be happy, healthy and comfortable with the person you are. Not money!
