Call us: +27 11 470 6000 mymoney123@fpi.co.za

I began my career at Cadiz Asset Management in 2006 where for the first three years I was involved in the management of conservative multi-asset class portfolios. In early 2010 I joined the Business Development team where I focused on expanding the client base while servicing existing clients across all products, that is Fixed Income, SRI, Equities, Hedge Funds, Absolute Return and Balanced Funds. I began my first spell with Mianzo Asset Management in April 2013 as a Business Development & Client Relations Manager and I was instrumental in growing assets under management from R 700 million to R 3 100 million in the three years I was with the company.

After I left Mianzo I joined ABSA Bank. I was with them for three years. The first two years I worked for the Wealth & Investments division as a Business Development Manager and in my last year I was an Acquisition Banker for Absa Business Banking. I rejoined Mianzo Asset Management in June 2019 as the Head of Business Development and its a position I held for two years.

I joined Sanlam Investments in July 2021. I am responsible for looking after parastatal & union clients in the institutional distribution team.

Qualifications: Certified Financial Planner (CFP), B.Sc. Honours (Mathematics) & Post Graduate Diploma (Financial Planning & Insurance)
Experience: 17 years