Gavin has more than 8 years’ experience in Wealth Management, having previously worked as an Investment Analyst at the Royal Bank of Canada, prior to being recruited by Advisa Wealth as a Wealth Consultant in 2015.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), holding the Diploma in Financial Advice and the Private Client Investment Advice & Management qualification (PCIAM), having achieved Distinction in this qualification.
His main responsibility is helping private clients and corporate clients identify and meet their financial planning needs. Gavin graduated from Exeter University in 2011 with Distinction, having completed both a Business Degree and Master’s Degree. In his spare time, he enjoys playing golf, cooking and a variety of water sports.