Jacques Roos Email & Phone Number

Jacques Roos is an Executive Management professional with over 20 years of experience in Financial Services. Jacques started in the industry as an Agent for Old Mutual in Stellenbosch. He joined ABSA Brokers where he was a Life Broker for five years. He then joined Momentum as a legal adviser / business development manager assisting brokers in the Free State, Northern Cape, Eastern Cape and the Western Cape. After four years with Momentum, Jacques rejoined ABSA Brokers as a Provincial Manager looking after the financial advisers operating in ABSA Business Bank in the Western Cape. After almost ten years with ABSA he joined ACSIS as a Financial Planning Coach where he assisted brokerage firms in financial planning techniques and practice management. ACSIS was taken over by Old Mutual Wealth and Jacques was the Advice Manager and Key Individual for the ACSIS License Group, a brokerage owned by Old Mutual Wealth.Jacques has a successful track record of creating and implementing strategies for business and mobilizing teams to deliver solid results. Jacques has built a solid network of professional relationships within the financial planning industry and business in the Western Cape and has a strong focus on building high performance teams. He enjoys delivering results through his teams, and he is recognized for his strong leadership qualities.Jacques has a passion for assisting others to be successful as he measures his success by the achievements of those around him.

Listed skills include Strategic Financial Planning, Investments, Business Analysis, Investment Advisory, and 7 others.