I have been active in the financial services industry since 2020, gaining comprehensive experience in trust and estate administration, short-term insurance, compliance, wills, medical aid, investments, and long-term insurance. My diverse background has provided me with a solid foundation in financial planning, with a focus on delivering structured, compliant, and client-centred solutions. I am committed to upholding the highest ethical standards and aligning my professional conduct with the principles and code of ethics of the Financial Planning Institute of Southern Africa.
Call us: +27 11 470 6000
mymoney123@fpi.co.za
