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 how both environments work, including extensive knowledge on compliance and governance from running an FSP perspective, being a Key Individual.
Do content writing for BankerX – find me on Twitter, the WalletHacker @PeensCFP. And represent on the Financial Planning Institute EB Committee and EXCO at South African Independent Financial Advisory Association (SAIFAA).
