Clinton Scott, Cfp® Email and Phone Number
Clinton Scott, Cfp® work email
- Valid
Clinton Scott, Cfp® personal email
I matriculated from Durban High School and went on to study through UNISA where I successfully acquired my BCom, majoring in Finance and Marketing. I joined the Liberty Group in December 2009, where I have since furthered my studies in the finance field and am now a CERTIFIED FINANCIAL PLANNER®. Prior to this, I was a Senior Recruitment Specialist and Account Manager at 2 market leading global and local recruitment agencies, specializing in the placement of Telecommunications, Finance and IT professionals. It was here where I first encountered many top professionals from within the Financial Services Industry. I left the recruitment field to become a Financial Advisor as I wanted to have the opportunity to build my own business and felt that my real strength lay in building long-term relationships with clients. I offer a full service starting with a thorough Financial Needs Analysis, after which I am able to offer my clients a full range of products depending on their needs. However, my real passion lies in investment advice and showing both clients and prospects alike how to successfully build medium to long-term financial security and Wealth.
Opes Wealth (Pty) Ltd
View- Website:
- opeswealth.co.za
- Employees:
- 2
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Certified Financial Planner® ProfessionalOpes Wealth (Pty) LtdCape Town, Wc, Za -
Business PartnerBootstrapper Investments Sep 2023 - PresentCape Town, Western Cape, South AfricaA Private Investment Company
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Executive Director & Certified Financial Planner® ProfessionalOpes Wealth (Pty) Ltd May 2018 - PresentCape Town Area, South Africa -
Certified Financial Planner® ProfessionalLiberty Group South Africa Dec 2009 - Apr 2018Cape Town Area, South AfricaIn 2012 I completed my Post Graduate Diploma in Financial Planning through the University of The Free State and am now as a result, a CERTIFIED FINANCIAL PLANNER® Professional with The Financial Planning Institute of Southern Africa.What I offer is a personalised fresh approach to financial planning. It’s a simple process of taking a snapshot of a client’s current situation and relating it to his/her future goals. Based on this, I then assist my clients in the creation and preservation of wealth through developing strategies to assist them in managing their financial affairs to meet their life's objectives. These strategies incorporate Risk Cover such as life, disability and critical illness cover, Medical Schemes, GAP Cover and Estate Planning as well as a full array of Investment options each tailored to meet my clients’ unique needs. I assist and advise my clients on every aspect of their finances.I specialize in the construction of well structured & diversified investment portfolios, making use of various underlying funds of asset management companies based both locally and abroad. -
Account ManagerFuturelations Jun 2009 - Aug 2009Cape Town South AfricaI was employed by Futurelations as a Consultant and was in a team of individuals which cater for the Western Province IT, SAP and Finance sectors. Due to the similarities of this role to the one I had in the position I held in my previous employment and my performance, I was offered a promotion within 7 working days of being with this new company. In this new position I was expected to adopt a more client-facing role and took to it effortlessly. As an Account Manager I was handed over clients who had a long-standing relationship with Futurelations and was entrusted with the task of maintaining and strengthening these relationships while at the same time constantly sourcing new business and clients to add to the already impressive list.Although new and challenging, the role really complimented my strengths and work ethic. Once again I was given the task to put forward the best suitable candidates according to the requirements set by our clients who I would deal with on a constant basis and was now involved in the client-facing negotiation process. -
Senior Recruitment SpecialistNetworkersmsb May 2008 - Jun 2009Sub-Saharan Telecommunications DivisionWorking for NetworkersMSB as a Senior Recruitment Consultant, I was in a team of individuals which cater for the Sub-Saharan Sector of the Telecommunications Market for Africa. As a result of this I was in contact with Telecommunications Engineers of the highest professional level on a daily basis.As a Senior Recruitment Consultant I was given the task to put forward the best suitable candidates according to the requirements set by our clients and also involved in the negotiation process which involves meeting the needs of both our clients and candidates, ensuring a win-win situation for both concerned.
Clinton Scott, Cfp® Skills
Clinton Scott, Cfp® Education Details
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University Of The Free State/Universiteit Van Die VrystaatFinancial Planning Environment, Personal Financial Planning, Corporate Financial Planning -
Moonstone Business School Of ExcellenceRole Of Representatives -
University Of South Africa/Universiteit Van Suid-AfrikaMarketing -
Durban High School (Dhs)Senior Certificate With Exemption (Matric)
Frequently Asked Questions about Clinton Scott, Cfp®
What company does Clinton Scott, Cfp® work for?
Clinton Scott, Cfp® works for Opes Wealth (Pty) Ltd
What is Clinton Scott, Cfp®'s role at the current company?
Clinton Scott, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER® Professional.
What is Clinton Scott, Cfp®'s email address?
Clinton Scott, Cfp®'s email address is cl****@****k.co.za
What schools did Clinton Scott, Cfp® attend?
Clinton Scott, Cfp® attended University Of The Free State/universiteit Van Die Vrystaat, Moonstone Business School Of Excellence, University Of South Africa/universiteit Van Suid-Afrika, Durban High School (Dhs).
What are some of Clinton Scott, Cfp®'s interests?
Clinton Scott, Cfp® has interest in Rugby, Business Developement, Goal Setting, Cycling, Reading, Golf, Financial Markets.
What skills is Clinton Scott, Cfp® known for?
Clinton Scott, Cfp® has skills like Retirement Planning, Investments, Strategic Financial Planning, Management, Portfolio Management, Financial Advisory, Financial Planning, Estate Planning, Wealth Management, Customer Service, Building Relationships, Pensions.
Who are Clinton Scott, Cfp®'s colleagues?
Clinton Scott, Cfp®'s colleagues are Darren Robertson Cfp® Aifm®.
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