Financial Planner- Investment Specialist
Investments, Markets, Financial Planning,Life Insurance, Tax, Medical Aids, Estate Planning, Trusts, Offshore Investments.
I have been advising clients on most aspects of financial planning for more than 15 years, specializing in investments. I have an absolute passion for Investments and believe that an investment is by definition something that returns and grows clients' wealth. I have a National Diploma in Unit Trusts & am busy with my CFP. I have done my RPE, specializing in Equities.
Work Preferences
Skills Profile
|
Technical Skills |
Skill |
Last Used
|
Yrs. Exp. |
|
|
|
BIAS Client Data System
|
2011
|
8
|
|
|
|
Microsoft Office Suite
|
2011
|
10
|
|
|
|
Softbyte IBC Firstfin Pro Financial Analysis Software
|
2011
|
7
|
|
Employment History
Qualifications
|
Completed |
Institution |
Degree / Qualification |
|
|
2011
|
South African Institute of Financial Markets
|
Registered Person's Exam-Equities
|
|
|
2001
|
Boston City Campus
|
National Diploma in Unit Trusts
|
|
|
2004
|
University of South Africa
|
Recognition of Prior Learning- Long Term Insurance
|
|
|
1996
|
Damelin Business School
|
Sucessful Salesmanship
|
|
|
1997
|
Institute of Life and Pension Advisers
|
Admission's Exam
|
|
|
1996
|
Board of Estate Agents
|
Certificate in Estate Agency
|
|
Work Related Training & Certification
|
Completed |
Institution |
Training / Certification |
|
|
1996
|
Sanlam Life
|
Retirement and Investment Planning
|
|
|
1996
|
Sanlam Life
|
Business Assurance
|
|
|
1996
|
Sanlam Life
|
Counsellor Selling
|
|
|
1997
|
Sanlam Life
|
Personal Assurance Planning
|
|
|
2011
|
Discovery Life
|
Ongoing accreditation
|
|
|
2001
|
Financial Planning Institute of South Africa
|
Associate Level
|
|