As a Financial Planner at Sanlam, I help young professionals, professionals and businesses meet their financial goals by providing holistic and tailored solutions in tax planning, risk planning, investment planning, retirement planning, and estate planning. I have a strong work ethic and analytical skills, and I am a team player with an eye for detail.
I hold a Bachelor of Commerce degree in Accounting and Finance, a Postgraduate Degree in Financial Planning, and a Certificate in Artificial Intelligence in the 4IR, all from the University of Johannesburg. I am also GEPF accredited and have completed the RE5 regulatory examination. I am an aspiring CFP and a wealth champion, and I believe in serving and changing people’s lives through financial literacy and empowerment.
