Clinton Scott, Cfp®

Clinton Scott, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER® Professional @ Opes Wealth (PTY) Ltd
Cape Town, WC, ZA
Clinton Scott, Cfp®'s Location
City of Cape Town, Western Cape, South Africa, South Africa
Clinton Scott, Cfp®'s Contact Details

Clinton Scott, Cfp® work email

Clinton Scott, Cfp® personal email

n/a
About Clinton Scott, Cfp®

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.

Clinton Scott, Cfp®'s Current Company Details
Opes Wealth (PTY) Ltd

Opes Wealth (Pty) Ltd

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CERTIFIED FINANCIAL PLANNER® Professional
Cape Town, WC, ZA
Website:
opeswealth.co.za
Employees:
2
Clinton Scott, Cfp® Work Experience Details
  • Opes Wealth (Pty) Ltd
    Certified Financial Planner® Professional
    Opes Wealth (Pty) Ltd
    Cape Town, Wc, Za
  • Bootstrapper Investments
    Business Partner
    Bootstrapper Investments Sep 2023 - Present
    Cape Town, Western Cape, South Africa
    A Private Investment Company
  • Opes Wealth (Pty) Ltd
    Executive Director & Certified Financial Planner® Professional
    Opes Wealth (Pty) Ltd May 2018 - Present
    Cape Town Area, South Africa
  • Liberty Group South Africa
    Certified Financial Planner® Professional
    Liberty Group South Africa Dec 2009 - Apr 2018
    Cape Town Area, South Africa
    In 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.
  • Futurelations
    Account Manager
    Futurelations Jun 2009 - Aug 2009
    Cape Town South Africa
    I 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.
  • Networkersmsb
    Senior Recruitment Specialist
    Networkersmsb May 2008 - Jun 2009
    Sub-Saharan Telecommunications Division
    Working 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

Retirement Planning Investments Strategic Financial Planning Management Portfolio Management Financial Advisory Financial Planning Estate Planning Wealth Management Customer Service Building Relationships Pensions Income Protection Risk Management Strategic Planning Budgets Critical Illness Adaptability Empathy Personal Finance Financial Risk Financial Planners Wealth Accumulation Creative Problem Solving Time Management Buy Sell Agreements Public Speaking Retirement Optimism Budgeting Gap Cover Private Wealth Management Preparation Of Wills Disability Insurance Trusts Unit Trusts Investment Strategies Pension Funds Financial Modeling Financial Analysis Financial Advice Tactical Asset Allocation

Clinton Scott, Cfp® Education Details

  • University Of The Free State/Universiteit Van Die Vrystaat
    University Of The Free State/Universiteit Van Die Vrystaat
    Financial Planning Environment, Personal Financial Planning, Corporate Financial Planning
  • Moonstone Business School Of Excellence
    Moonstone Business School Of Excellence
    Role Of Representatives
  • University Of South Africa/Universiteit Van Suid-Afrika
    University Of South Africa/Universiteit Van Suid-Afrika
    Marketing
  • Durban High School (Dhs)
    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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