Why not book a meeting with HUGO?

I began my journey in Financial Services as an Analyst at Citibank in 2011, gaining valuable experience in investments and earning my IOC and IMC accreditations. Since then, I’ve moved into more client-focused roles, eventually stepping into sales with a focus on Managed Portfolios.

I joined Timeline in early 2022 and haven’t looked back. It’s been fantastic to support advisers and be part of a business that’s reshaping retirement planning.

Our goal is simple: help millions retire with confidence. We do this through evidence-based investing and cutting edge technology that empowers financial advisers.

Our model portfolios help reduce risk, cut admin, and maximise returns, with industry-leading costs from just 0.09%.

As a regional rep, I introduce advisers to our solutions, guide them in selecting the right portfolios for their clients, and support the implementation process. I also work closely with our Adviser Success Team to ensure ongoing, post-sales support.

I’m easy to reach via email, phone, video call, LinkedIn, or in person.

Want to chat? Get in touch or book a meeting with me!