Gené S.

Gené S. Email and Phone Number

Co-Founder and Executive Director @ Centric Wealth Advisory
Cape Town, WC, ZA
Gené S.'s Location
City of Cape Town, Western Cape, South Africa, South Africa
About Gené S.

Gené Scott is a CERTIFIED FINANCIAL PLANNER® professional, also known as a CFP® professional, who firmly believes in integrating goals and values to financial planning.” She establishes what money means to you and helps you to set your goals by taking into account those values. Gené, a qualified life coach, truly loves what she does and believes that a client should always come first. She has over 17 years in investment planning, estate and tax planning, risk analysis, and assisting clients in the process of developing their comprehensive financial strategies.Specialties: Retirement planning, divorce planning, holistic financial planning, financial coaching

Gené S.'s Current Company Details
Centric Wealth Advisory

Centric Wealth Advisory

View
Co-Founder and Executive Director
Cape Town, WC, ZA
Website:
centricwealth.co.za
Employees:
9
Gené S. Work Experience Details
  • Centric Wealth Advisory
    Co-Founder And Executive Director
    Centric Wealth Advisory
    Cape Town, Wc, Za
    View
  • Centric Wealth Advisory
    Co-Founder/ Executive Director
    Centric Wealth Advisory Jul 2017 - Present
    Cape Town Area, South Africa
    Centric Wealth Advisory provides intergenerational tailored independent advice to entrepreneurs, professionals, businesses and retirees.Borne out of a need to offer clients an unbiased and unrestricted advice process in a transparent cost-effective way, they align themselves with their clients and not with any financial institution. This ensures that we act in the best interests of our clients.
    View
  • Sasfin Financial Advisory Services
    Executive Head: Financial Planning
    Sasfin Financial Advisory Services Apr 2013 - Jun 2017
    Cape Town
    View
  • Sasfin Wealth
    Wealth Advisor
    Sasfin Wealth Apr 2013 - Jun 2017
  • Quoin Wealth
    Managing Director
    Quoin Wealth Dec 1997 - Mar 2013
    8Th Floor, 119 Hertzog Boulevard, Foreshore, Cape Town
    Quoin Wealth, an associate company of Quoin Trust provides financial planning services to individuals, trusts and companies.
    View
  • Quoin Trust
    Director
    Quoin Trust Jan 1997 - Mar 2013
    Cape Town
    Quoin Trust, an associate company of Quoin Wealth provides an integrated fiduciary and money market service to individuals, companies and trusts.
    View
  • Nedcor
    Financial Planner
    Nedcor 1996 - Dec 1997
    Financial planningEstate PlanningRisk Planning
    View
  • Southern Life
    Broker Consultant
    Southern Life 1992 - 1996
    Marketing full range of Southern Life products to brokers
  • Syfrets
    Money Desk Administrator
    Syfrets 1990 - 1992
    Cape Town
    Trading grey money market funds
  • Western Trust And Savings
    Offshore Consultant
    Western Trust And Savings 1989 - 1990
    Plymouth, Uk
    Investing UK money market client funds in offshore tax havens.

Gené S. Education Details

Frequently Asked Questions about Gené S.

What company does Gené S. work for?

Gené S. works for Centric Wealth Advisory

What is Gené S.'s role at the current company?

Gené S.'s current role is Co-Founder and Executive Director.

What schools did Gené S. attend?

Gené S. attended University Of The Free State/universiteit Van Die Vrystaat.

Who are Gené S.'s colleagues?

Gené S.'s colleagues are Taahirah Neumann, Shireen Losper, Shannon Roode.

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