Sean Van Zyl

With over 12 years of experience in the financial services industry, I am a Certified Financial Planner and a Tax Practitioner who helps clients achieve their financial goals. I currently work at Old Mutual Limited, one of the largest and most trusted financial services providers in Africa, where I provide comprehensive financial planning and advice to individuals and businesses. I have also worked as a tax practitioner at a private company for 4.5 years, where I prepared and filed tax returns, managed tax audits, and advised clients on tax matters. Before that, I was a senior fund accountant at Maitland, a global advisory and administration firm, where I performed fund accounting, reporting, and reconciliation for various investment funds. I have a strong background in finance and financial management, having completed my postgraduate diploma in financial planning and my honours B.Com in financial management. I also have skills in short-term health insurance, fund accounting, and financial reporting. I am passionate about helping clients make informed and sound financial decisions, and I value integrity, professionalism, and excellence in my work.