With an extensive business background, I specialize in investment, life and business planning. Post graduate education as an economist sees me able to provide a superior investment advisory service and I have a substantial investment book under management. Risk and retirement planning are key requirements when addressing individual needs and these aspects are addressed in the thorough service I provide. I also concentrate on estate and trust planning as an essential part of financial wellness for my clients. Business buy / sell agreements, contingent liability and key person assurance are further specialist skills. Recently awarded Peregrine Falcon by Sanlam as top performer 2013 and 2014, Iron Eagle award 2015 and International Quality Assurance awards. I am fortunate to live and work in Franschhoek and also have a Pietermaritzburg office. Completed Post Graduate Diploma in Financial Planning (2015). Successfully completed FPI board exam, registered as a certified financial planner.
Financial Planner
Sanlam
– Present (9 years 5 months)South Africa
Retirement and estate planning. Investment and wealth creation. Business assurance and succession planning. Investment specialist
Director
Debt Serve
– (4 years)
Principal debt counselor, high net worth specialist and business rescue
MD
Big Bear
– (6 years)
Financial and marketing. Director of Africa Operations. Import and market specialist.
National Principal
Varsity College
– (4 years)South Africa
Founding principal Varsity College. Course director MCSE, Economics and Business Management.
Honors & Awards
Peregrine Falcon
Sanlam
Top financial advisor in 2013 awarded to the top 15 nationally new Sanlam Financial Planners
Eagle Membership
Sanlam
Membership of the Sanlam Eagle Order for excellent service, advice and achievement of stringent production and retention requirements. The fastest to this honor in the units history.
Peregrine Falcon
Sanlam
Second year - Top financial advisor in 2014 awarded to the top 15 nationally new Sanlam Financial Planners
Iron Eagle Award
Sanlam
The Iron Order of the Sanlam Eagle for excellent service, treating customers fairly by delivering professional and client centric advice and achievement of production and retention requirements. The fastest to achieve this accolade in the history of the unit
International Quality Assurance Award
LIMRA International
Awarded by LIMRA and benchmarked against 850 financial services companies in more than 70 countries around the world.
Senior Champion of the Year
Sanlam
Top performer whilst rendering quality and professional advice
CERTIFIED FINANCIAL PLANNER®
Financial Planning Institute
The CFP® designation is internationally recognised as the benchmark for professional advice. Holders of this designation have met stringent qualification and competency requirements as well as abide by unequivocal ethical standards. This means that not only will you have peace of mind regarding the technical accuracy of the advice but also the integrity that underpins it.
Languages
English
Native or bilingual proficiencyAfrikaans
Professional working proficiencyFrench
Limited working proficiency
Publications
An Economic Valuation of the South African Line Fishery
South African Journal of Marine Science
1997
The Distribution of Income in South Africa
EBM RESEARCH CONFERENCE ~ RESEARCH IN ECONOMICS, BUSINESS ECONOMICS AND MANPOWER
Key note address
Courses
Debt Serve
- Debt Counsellor (NCRDC783)
Sanlam
- Financial Planning 1
- Financial Planning 2 - Investments
- Financial Planning 3 - Investment specialist
- Regulatory Exam 5
- Employee Benefits
- Santam Short Term Insurance Personal Products
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