Caitlin Feiling Cfp®

Caitlin Feiling Cfp® Email and Phone Number

Head of Operations and Wealth Manager @ InvestSense (Pty) Ltd
Johannesburg, GP, ZA
Caitlin Feiling Cfp®'s Location
City of Johannesburg, Gauteng, South Africa, South Africa
Caitlin Feiling Cfp®'s Contact Details

Caitlin Feiling Cfp® work email

Caitlin Feiling Cfp® personal email

n/a
About Caitlin Feiling Cfp®

https://investsense.co.za/InvestSense is an independent financial services provider offering tailored wealth management advice to both individual and corporate clients.As an owner-managed business we are agile and objective, with a highly passionate team who firmly believe in simplifying wealth management and empowering clients to make sensible financial decisions.Our commitment is to our clients. We work hard to continually gain your trust and confidence and this is how we build lasting relationships. Not only will we guide you in creating, growing and preserving your wealth, but we also provide sound investment advice to assist you in reaching your long-term ambitions.

Caitlin Feiling Cfp®'s Current Company Details
InvestSense (Pty) Ltd

Investsense (Pty) Ltd

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Head of Operations and Wealth Manager
Johannesburg, GP, ZA
Website:
investsense.co.za
Employees:
10
Caitlin Feiling Cfp® Work Experience Details
  • Investsense (Pty) Ltd
    Head Of Operations And Wealth Manager
    Investsense (Pty) Ltd
    Johannesburg, Gp, Za
    View
  • Investsense (Pty) Ltd
    Head Of Operations / Wealth Manager
    Investsense (Pty) Ltd Dec 2014 - Present
    South Africa
    Individualised investment planning and advice: recommendations and implementation of Discretionary investments (Tax Free Savings Accounts & Unit Trusts), Retirement Annuities & their tax benefits, Living Annuities, Offshore Investment options and Share Portfolios.
    View
  • Erudite Financial Services (Pty) Ltd
    Discretionary Investments Administrator
    Erudite Financial Services (Pty) Ltd Feb 2011 - Nov 2014
    Johannesburg Area, South Africa
  • Hire Education
    Sales And Marketing Coordinator
    Hire Education Jul 2010 - Dec 2010
    Johannesburg Area, South Africa
  • Consumer Goods Council Of South Africa
    Administrator
    Consumer Goods Council Of South Africa Jan 2008 - Jun 2010
    Johannesburg Area, South Africa
    View

Caitlin Feiling Cfp® Skills

Investments Customer Service Retirement Planning Finance Strategic Planning Independent Financial Advice Financial Management Services Microsoft Office Business Strategy Microsoft Word Microsoft Excel Management Business Development Unit Trusts Cash Management Investment Management Marketing Strategy Financial Advisory Cash Flow Individual Counselling Risk Assessment

Caitlin Feiling Cfp® Education Details

Frequently Asked Questions about Caitlin Feiling Cfp®

What company does Caitlin Feiling Cfp® work for?

Caitlin Feiling Cfp® works for Investsense (Pty) Ltd

What is Caitlin Feiling Cfp®'s role at the current company?

Caitlin Feiling Cfp®'s current role is Head of Operations and Wealth Manager.

What is Caitlin Feiling Cfp®'s email address?

Caitlin Feiling Cfp®'s email address is ca****@****e.co.za

What schools did Caitlin Feiling Cfp® attend?

Caitlin Feiling Cfp® attended Fpi - The Financial Planning Institute Sa, University Of The Free State/universiteit Van Die Vrystaat, University Of South Africa/universiteit Van Suid-Afrika, Heronbridge College.

What are some of Caitlin Feiling Cfp®'s interests?

Caitlin Feiling Cfp® has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.

What skills is Caitlin Feiling Cfp® known for?

Caitlin Feiling Cfp® has skills like Investments, Customer Service, Retirement Planning, Finance, Strategic Planning, Independent Financial Advice, Financial Management Services, Microsoft Office, Business Strategy, Microsoft Word, Microsoft Excel, Management.

Who are Caitlin Feiling Cfp®'s colleagues?

Caitlin Feiling Cfp®'s colleagues are Sydneah Venter, Sandra Marmol Cfp®, Micheline Marmol, Damien Marmol, Cfa, Cfp®, Cipm, Thrisha Mistry, Matthew Marrian, Tshepo Motaung.

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