I am a solution-driven individual whose goal is to help independent financial advisers and their clients with enquiries from technical information to comprehensive financial planning. I play a key role in developing strategies, growing relationships, and financial advice. I wish to help my clients achieve their goals and financial freedom.
I hold a Bcom LLB degree with a post graduate diploma in Financial Planning as well as attaining the CFP designation with the FPI, as well as an Advance Certificate in Cross Border Estate Planning. I have been in the insurance industry for 12 years and have experience in rolls as a Financial Planner, Paraplanner, Broker Consultant and Legal Advisor.
WHAT DO I DO?
● I train and develop financial advisers and assist them in the growth of their business by providing high-quality legal and technical support, as well as with fiduciary services.
● I help with growth and preservation of business risk (Myriad) and fiduciary services, including wills, trusts and estates.
● I ensure that the necessary FAIS compliance documentation is completed, signed, and placed on record. This includes a Letter of Introduction and Record of Advice, where relevant.
● I make sure to establish the financial adviser’s needs and provides the necessary support in fulfilling their needs.
● Treating Customers Fairly (TCF): I see to it that clients are informed of all individual engagements, discussions, and follow-ups, as well as any adaptions or modifications and feedback.
● I empower financial advisers by sharing thought leadership content with them and contributing to monthly, quarterly, and ad hoc publications.
● I take charge and manage my own performance and personal development plan.
CONNECT WITH ME IF:
● You need assistance with the growth and preservation of business risk.
● You need help with fiduciary services, including wills, trusts, and estates.
● You need assistance with FAIS compliance documentation.
● You need informed selections ab
