Co-Founder And Director
CurrentConsulting financial institutions around strategy, operations and human engagement.
Mar 2023 - Present
AeroLeads people directory · profile
Jason Bernic Cfp® Email & Phone Number
Co-founder and Director
at
FI Consult
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Co-founder and Director
Location
City of Johannesburg, Gauteng, South Africa
Who is Jason Bernic Cfp®? Overview
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Quick answer
Jason Bernic Cfp® is listed as Co-founder and Director at FI Consult, based in City of Johannesburg, Gauteng, South Africa. AeroLeads shows a matched LinkedIn profile for Jason Bernic Cfp®.
Jason Bernic Cfp® previously worked as Founder and Owner at Success Coaching and Financial Planning Coach at Old Mutual Wealth. Jason Bernic Cfp® holds Associate Integral Coach, Coaching, Acc from Graduate School Of Business - University Of Cape Town.
Company email context
Email format at FI Consult
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FI Consult
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Profile bio
About Jason Bernic Cfp®
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
Current workplace
Jason Bernic Cfp®'s current company
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6 roles
Jason Bernic Cfp® work experience
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Founder And Owner
Success Coaching
Life and Executive coaching for Private and Business clients.
Financial Planning Coach
Old Mutual Wealth
I 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.
Oct 2012 - May 2019
Financial Planning Coach
Acsis Limited
Coaching 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).
Oct 2012 - Jun 2013
International Wealth Manager
I 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.
Jul 2008 - Sep 2012
Financial Planner
I 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.
Oct 2003 - Jun 2008
4 education records
Jason Bernic Cfp® education
Associate Integral Coach, Coaching, Acc
Graduate School Of Business - University Of Cape Town
Postgraduate Diploma In Financial Planning, Financial Planning
University Of The Free State/Universiteit Van Die Vrystaat
Post Graduate Diploma In Strategic Planning, Marketing
Vega
Bachelor Of Commerce (B.Com.), Business
University Of South Africa/Universiteit Van Suid-Afrika
FAQ
Frequently asked questions about Jason Bernic Cfp®
Quick answers generated from the profile data available on this page.
What company does Jason Bernic Cfp® work for?
Jason Bernic Cfp® works for FI Consult.
What is Jason Bernic Cfp®'s role at FI Consult?
Jason Bernic Cfp® is listed as Co-founder and Director at FI Consult.
Where is Jason Bernic Cfp® based?
Jason Bernic Cfp® is based in City of Johannesburg, Gauteng, South Africa while working with FI Consult.
What companies has Jason Bernic Cfp® worked for?
Jason Bernic Cfp® has worked for Fi Consult, Success Coaching, Old Mutual Wealth, Acsis Limited, and Hsbc.
How can I contact Jason Bernic Cfp®?
You can use AeroLeads to view verified contact signals for Jason Bernic Cfp® at FI Consult, including work email, phone, and LinkedIn data when available.
What schools did Jason Bernic Cfp® attend?
Jason Bernic Cfp® holds Associate Integral Coach, Coaching, Acc from Graduate School Of Business - University Of Cape Town.
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