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Currently resides in: Gauteng, South Africa
in Hennenman South Africa
I am a fully qualified and a registered Certified Financial Planner with 15 years experience. I am accredited and licensed to give advice. Qualifications include B Com Risk Management and Post Graduate Diploma in Financial Planning. I believe in holistic financial planning and putting the needs of my clients at the centre of my advice. I also provide second opinions.
Estate Planning & Wills
Personal Financial Planning
Business Risk Planning
Group Presentations and Public Speaking
Accounting, Banking and Finance
I provide independent financial planning advice in all areas from business to personal.
Build and manage a team of highly skilled Financial Advisers.
Relationship manager for Nedbank, FNB and ABSA. To engage with the 3 Banks on a strategic level in order to assist in growing their Financial Planning Business, help create sustainable business models and maximise Liberty's relationship with them.
Support Independant Financial Advisers with:
- Market life assurance and investments to Independant Financial Advisers
- Practice growth and management
- Staying ahead of changes in legal and regulatory environment
- Financial Needs Analysis for their clients
- Training in all relevant areas of the profession
Managed team of 6 Broker Consultants and a budget of approxiamtely R 2 mil per annum.
Serviced +- 100 Independant Financial Advisers in the branch.
Formulated strategy and implementation plans to achieve set goals.
- Marketing life assurance products and investments to Independant Financial Advisers
- Manage and issue all new business
- Resolve client complaints and queries
- Relationship based marketing
2011 - 2011
Postgraduate Diploma in Financial Planning - Financial Planning
2004 - 2009
B COM - Risk Management
1989 - 1993
Matric / Grade 12
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