As a qualified and experienced Financial Planner, I have had the pleasure of managing several Financial Services franchises while contributing to the career growth of many Financial Advisors. Through these opportunities, I have been able to gain in-depth knowledge of the regulations associated with financial planning, retirement and wealth planning, allowing me to offer my clients the best possible service.
I hold a Post-Graduate Degree in Financial Planning, and I have won the Discovery Gold Prestige Award on three occasions. I have also won the Discovery Prestige Platinum Award, but my proudest achievement comes from being named as one of the Top 20 Financial Planners by Discovery.
As my career has progressed, I found myself specialising in Financial Planning for Lawyers. My years of experience have proven invaluable, giving me the knowledge needed to offer professionals in the legal fraternity the wealth planning and advice best suited to their career paths.
Throughout my career, I have strived to remain consistent in my achievements and committed to taking on leadership roles. This commitment allowed me to become the youngest Franchise Director of Financial Services firm. My role as a Director and a Liberty Life Motivational Speaker and Trainer has also given me the opportunity to be part of the career growth of many up and coming planners, helping them meet the needs of their clients and objectives in advocating the need for South Africans to better plan for retirement.
My passion for my clients and the industry has allowed me to leverage my strengths in a very complex industry, and strengthen my strategic planning skills, all of which are focused on one goal...offering you the best possible service.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 22 Magwa Crescent, Gateway West Building 3rd Floor,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://1618.co.za/
- Keywords
- financial advisor, career, Insurance Broker.
- HQ
- Johannesburg, Gauteng
1.618 Waterfall Questions
1.618 Waterfall's website is https://1618.co.za/
1.618 Waterfall's LinkedIn profile is https://za.linkedin.com/company/1-618-waterfall
1.618 Waterfall has
1 employees.
View email and phone details for 1
employees at 1.618 Waterfall.
1.618 Waterfall's industry is
Financial Services
1.618 Waterfall's top competitors are
Cratos Life,
Covrd,
Start Global,
Grayswan,
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Envestpro,
Torosure Life,
1.618 Advisory Services,
Money Maestros Sa,
Hirecrest.
1.618 Waterfall's categories are Financial Services
1.618 Waterfall's founding year is 2010
