I have been in the financial services industry since 2004 when I joined Old Mutual as a Trainee Financial Planner. Since then, I have worked for Investec Asset Management, Lifetime Financial Enterprises, BoE Private Clients (now Nedbank Private Wealth), and RMB Private Bank.
I graduated in 2002 with a Bachelor of Commerce (Honours) Degree in Management. In 2008 I completed the Programme in Investment Analysis and Portfolio Management with UNISA, and in 2011 the Post graduate Diploma in Financial Planning at the University of the Free State. In 2016 I completed the Advanced Postgraduate Diploma in Financial Planning (Investments). In 2018 I completed an MBA at the Regent Business School.in 2021 I completed the Investment Advice Diploma at the Chartered Institute for Securities & Investment (UK).
