Employee Benefits Consultant, Financial Planner and Broker. Provide advice and intermediary services on investments, retirement funds, long-term insurance, short-term insurance and estate planning. Previously worked as an EB consultant, EB communications manager and training officer for some large financial services companies. Previously a Lecturer at University of Johannesburg’s Department of Finance and Investment Management, and a Lecturer at Tshwane University of Technology’s Department of Management and Entrepreneurship.
MBA from Wits Business School. B. Comm Honours (Finance and Investments) from UNISA. Certified Financial Planner® with a Postgraduate Diploma in Financial Planning and an Advanced Postgraduate Diploma in Financial Planning (Investments), both from the University of the Free State. Higher Diploma in Tax Law from the University of Johannesburg, and a Programme in Risk Management from UNISA. Also hold the Insurance Institute of South Africa’s (IISA) Certificate of Proficiency (CoP), Intermediate Certificate in Business Studies (ICiBS) and Higher Certificate in Insurance Studies (HCiIS). Passed FAIS regulatory RE1 and RE5 exams.
