I’m an Integral Coach and a Certified Financial Planner professional – perhaps a seemingly odd combination but here’s the story: I am the founder and lead coach of Success Coaching, an Executive Life Coaching business working with private and business clients, most commonly entrepreneurs, business owners, executives, leaders, leadership teams and specialist professionals. I am also a co-founder of FI Consult, a strategic partner to financial services business that want to grow and scale. We provide a number of services around strategy, operations and human engagement. I have a background in financial planning and international wealth management. While working for a boutique asset management business, we built a consultancy team made up of management consultants, practice managers and financial planning coaches, and through this process I qualified as a coach through the Neuroleadership Institute and UCT’s Graduate School of Business Centre for Coaching. Through coaching, I work with people. Through consulting, I work with businesses. www.successcoaching.co.zawww.ficonsult.co.za
-
Co-Founder And DirectorFi Consult Mar 2023 - PresentSouth AfricaConsulting financial institutions around strategy, operations and human engagement. -
Founder And OwnerSuccess Coaching Jan 2016 - PresentBryanston, JohannesburgLife and Executive coaching for Private and Business clients.
-
Financial Planning CoachOld Mutual Wealth Oct 2012 - May 2019Johannesburg Area, South AfricaI worked with independent financial planners to build sustainable, profitable businesses. I achieved this through a combination of coaching, teaching and training, and I focused mainly on their client engagement skills.
-
Financial Planning CoachAcsis Limited Oct 2012 - Jun 2013Sandton, JohannesburgCoaching high net worth financial planners to grow their businesses using a client-centric philosophy and methodology.*Acsis was sold to Old Mutual to form Old Mutual Wealth (June 2013).
-
International Wealth ManagerHsbc Jul 2008 - Sep 2012Johannesburg Representative Office Of Hsbc Jersey, Channel IslandsI provided global investment advice to South Africans with hard currency offshore, and expats living in South Africa. We would take our clients through a robust financial planning process and implement only in the international wealth management space. -
Financial PlannerMomentum Oct 2003 - Jun 2008Johannesburg Area, South AfricaI worked with middle to high income earners and provided them with holistic financial plans that were implemented across various areas of their lives and businesses. I also provided employee benefit solutions to large corporates.
Jason Bernic Cfp® Education Details
-
Graduate School Of Business - University Of Cape TownAcc -
University Of The Free State/Universiteit Van Die VrystaatFinancial Planning -
VegaMarketing -
University Of South Africa/Universiteit Van Suid-AfrikaBusiness
Frequently Asked Questions about Jason Bernic Cfp®
What company does Jason Bernic Cfp® work for?
Jason Bernic Cfp® works for Fi Consult
What is Jason Bernic Cfp®'s role at the current company?
Jason Bernic Cfp®'s current role is Coaching & Consulting.
What schools did Jason Bernic Cfp® attend?
Jason Bernic Cfp® attended Graduate School Of Business - University Of Cape Town, University Of The Free State/universiteit Van Die Vrystaat, Vega, University Of South Africa/universiteit Van Suid-Afrika.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial