Experienced Independent Certified Financial Planner/Adviser with a demonstrated history of working in the financial services industry. Skilled in Coaching, Management, Personal & Corporate Financial Planning, Investments, Estate Planning and Life Insurance. Qualifications include Business Science degree with 4 majors and honours in Marketing, Post Graduate Diploma in Financial Planning and completed CFP board exams.
Call us: +27 11 470 6000
mymoney123@fpi.co.za
