Can you change how you feel about money

PROFESSIONAL EXPERIENCE

After matriculating I began studying part-time and had already immersed myself in the Financial Services Industry with Maswil Financial Advisers – an independent Brokerage. In 2011, I joined Old Mutual as a Financial Adviser and have since been privileged to build my career in this professional and encouraging environment. I have since successfully built a practice with five associates and a client base
that I respect and cherish.

EDUCATION

I am a Certified Financial Planner® (CFP®), so you can be sure that I provide expert and professional financial planning services. To earn the CFP® designation, I had to complete an approved educational programme, pass a rigorous examination and meet stringent experience requirements. I also adhere to a professional Code of Ethics and I fulfil annual continuing education requirements to remain aware of current planning strategies and financial trends.

MY QUALIFICATIONS INCLUDE:

• Insurance Sector Education and Training Authority (INSETA)
  Diploma, Wealth Management 2009 – 2010
• University of South Africa
  Bachelor of Commerce, Finance and Financial Management Services 2008 – 2011
• University of the Free State
  Post Graduate Diploma, Financial Planning 2014
• Financial Planning Institute of South Africa
  Professional Competency Exam, CFP® 2015
• University of the Free State
  Advanced Postgraduate Diploma in the specialised fields of Financial Planning (Cum Laude) 2016