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Investment Advice Credentials


About Us

Back in 1989 I signed on the dotted line and my contract started on 1st January 1990 in the Agency Division of Liberty also representing Stanlib (previously Guardbank) range of Unit Trusts and other Linked Investment Products.

I am a Certified Financial Planner ® and am registered and licensed through Liberty and am a member of the South African Financial Planning Institute.


The most significant qualifications which I have are:

•  Diploma in Personal Financial Management

•  Wealth Management (NQF5)

•  National Certificate in Financial Planning (PSG Konsult) (NQF6)

•  Post Graduate Diploma in Financial Planning (Stellenbosch) (NQF8)

•  Commissioner of Oaths

I enjoy engaging with clients and giving added value to assist to build wealth, maximize tax efficiency with Investments and protect your Risk.

Please feel free to contact me for a no-obligation initial consultation where we can discuss your needs.




 



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