Anshe Swart, Cfp® Email & Phone Number

I have spent the past decade at Private Client Holdings, starting as the youngest team member and progressing from Wealth Management Associate to my current position as Head of Compliance. I demonstrated my commitment to professional growth by pursuing my studies while working full-time, which enabled me to gain the necessary experience and expertise to advance in my roles at Private Client Holdings. My passion for compliance was ignited through my exposure to the field in various roles, leading me to specialise in this area.I hold a Bachelor of Commerce in Law, a Post Graduate Diploma in Financial Planning, and I am a CFP® professional.I specialise in FAIS (Financial Advisory and Intermediary Services) and FICA (Financial Intelligence Centre Act) compliance, focusing on ensuring adherence to regulatory requirements and maintaining robust risk management frameworks at PCH.