I am a Certified Financial Planner® with extensive industry-related experience. I joined Efficient Wealth as a registered advisor in 2022.
My career in the financial services industry started at Liberty Life where I gained invaluable in depth product knowledge. After Liberty Life I joined Standard Bank as a Wealth Planner where I gained extensive Financial Planning knowledge working with high net worth individuals and business clients.
I have more than 13 years industry experience with a specialist Post-Graduate Diploma in Investment Planning & Financial Planning and an LLB degree. My purpose is to use my ability to focus on details and use industry knowledge to provide the best advice for clients taking into account: their unique personal goals, costs, tax and estate planning needs.
