I am a Certified Financial Planner and member of Financial Planning Institute of South Africa. I have over 20 years’ professional experience in financial services, where I have carried out roles in accounting & financial management, private & retail banking, relationship management, financial planning, and wealth management.
I provide bespoke private wealth, financial advisory and intermediary services to ultra and high net-worth individuals, professionals, entrepreneurs, small & medium sized companies, Trusts and Foundations.