Financial Planning (High Networth)
I am South African, born and bred, and am a Certified Financial Planner. I have been advising clients for 18 year on financial matters.
I have a strong positive personality, well experienced, zest for life, a strong sense of upholding integrity, and a tremendous passion for Financial Planning.
I am married with two sons (19 & 14 yrs old). My wife is a Personal assistant and is well exposed to the Life Assurance industry too. My two boys have both represented our Province in Rugby, and Water
Work Preferences
Skills Profile
|
Technical Skills |
Skill |
Last Used
|
Yrs. Exp. |
|
|
|
full computer literate
|
2010
|
15
|
|
|
|
SMART ADVICE
|
2010
|
1
|
|
|
|
Spotlight
|
2010
|
10
|
|
|
|
TABLET
|
2010
|
3
|
|
Employment History
Qualifications
|
Completed |
Institution |
Degree / Qualification |
|
|
2009
|
Nelson Mandela Municipality University
|
Postgrad In Financial Planning
|
|
Work Related Training & Certification
|
Completed |
Institution |
Training / Certification |
|
|
1993
|
Old Mutual
|
Financial Planning Cert
|
|
|
2005
|
Standard Bank Financial Consultants
|
Financial Planning Cert
|
|
|
2010
|
Discovery Life
|
On going accreditation
|
|