With my wide range of experience including finance, real estate and entrepreneurship, I’m uniquely positioned to assist you in managing your wealth and finances. I like to consider a client’s situation from many angles, listen intently and deeply understand their needs, in order to provide thoughtful and pertinent financial guidance.
I am employed by and mandated to act on behalf of Kanan Wealth (Pty) Ltd, an authorised financial services provider, which accepts responsibility for my activities and is licensed to render financial services.
I have the following relevant qualifications: BCom in Financial Management (Unisa),2012; BCom Hons in Financial Analysis and Portfolio Management (UCT), 2016; Post Graduate Diploma in Financial Planning (UFS), 2019. I am also a CERTIFIED FINANCIAL PLANNER® with the FPI.
