Years of involvement in profesional practice standards development, including serving on the professional body's Certification Committee, Professional Development Committee, Chairing the College of Insurance Advisers, qualified Set C DAO Assessor, and working as an Expert Witness ensure that opinion is professional, balanced, and carefully weighs up the line between academic or ethical theory, and pragmatic commercial approaches employed by industry.

Strategic planning and execution of the strategy for financial services distribution, including sales and agency management, training and development of advisers, and campaign design.