My experience in the Financial Services Industry spans over 30 years, of which the last 14 have been as a Financial Planner.
My journey in the world of finance started when I was fresh out of university as a member of Standard Banks Graduate Training program. I was exposed to various roles during my banking career from a Commercial and Personal banking point of view. Each role, be it as a foreign exchange clerk or a senior lending manager served to build my understanding of how money/finance impacts our lives.
In addition to my formal qualifications, I am an accredited Integrated Wealth Planner and registered as a Certified Financial Planner® with the Financial Planning Institute, the industry’s governing body. I also subscribe to their code of ethics.
I practice as an independent Financial Planner, Key Individual and Franchise Principal at Consult Constantiaberg. I cherish my independence and have agreements with most assurance and investment houses in South Africa.
