Huge amount of experience on the corporate side with Employee Benefits, including massive insight on the retail side of the industry, and engaging with Financial Advisors. Look after individual and corporate business, with strong knowledge of both environments, including extensive knowledge on compliance and governance being a Key Individual.
Find my content and monthly column @Citywire and representing @BankerX – find me on Twitter, the WalletHacker @PeensCFP. I represent on the Financial Planning Institute EB Committee and EXCO at South African Independent Financial Advisory Association (SAIFAA).
