Financial Planner / Advisor
B.Comm (1994) (Hons) (1995) at UP in Marketing Management. CFP (1999) with FPI SA. Senior consultant for Proffessional Providend Society of SA from 1996-2001. Management position, managing representatives and brokers, in order to achieve sales targets. Started an independent brokerage in 2001. Grew brokerage into a very sucessfull Financial Service Provider. Currently principal and CEO of brokerage with 5 independent brokers, specialising in business insurance and high nett worth proffessionals
Work Preferences
Skills Profile
|
Technical Skills |
Skill |
Last Used
|
Yrs. Exp. |
|
|
|
Certified Financial Planner (CFP) with FPI RSA
|
2010
|
11
|
|
|
|
Various financial packages
|
2010
|
9
|
|
|
|
Windows Office (word, excel, power point, outlook)
|
2010
|
14
|
|
Employment History
Qualifications
|
Completed |
Institution |
Degree / Qualification |
|
|
1994
|
University of Pretoria
|
B Comm
|
|
|
1995
|
University of Pretoria
|
Honours
|
|
|
1999
|
University of Freestate
|
CFP
|
|
Work Related Training & Certification
|
Completed |
Institution |
Training / Certification |
|
|
1998
|
Insurance Institute of SA
|
Certificate of Proviciency
|
|
|
1999
|
Insurance institute of SA
|
Business Intermediate Certificate
|
|