I have managed to lift my team’s performance year on year while gaining valuable experience and growing my responsibility to now managing 2 teams in Port Elizabeth. I have also completed my studies and successfully passed the Professional Competency Exam to obtain the most sought-after designation of Certified Financial Planner, CFP®
QUALIFICATIONS: Professional Competency Exam (CFP Board Exam) Financial Planning Institute, Post Graduate: Financial Planning (NQF8) University of the Free State, Advanced Certificate: Financial Planning (NQF6) PSG Academy, National Certificate: Wealth Management (NQF5) Inseta, BSc. International Business North Park University, Chicago, USA.
Standard Bank Financial Consultancy June 2009 to Current Senior Financial Planner