Jason Bernic Cfp®

Jason Bernic Cfp® Email and Phone Number

Coaching & Consulting @ FI Consult
Jason Bernic Cfp®'s Location
City of Johannesburg, Gauteng, South Africa, South Africa
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

Jason Bernic Cfp®'s Current Company Details
FI Consult

Fi Consult

View
Coaching & Consulting
Jason Bernic Cfp® Work Experience Details
  • Fi Consult
    Co-Founder And Director
    Fi Consult Mar 2023 - Present
    South Africa
    Consulting financial institutions around strategy, operations and human engagement.
  • Success Coaching
    Founder And Owner
    Success Coaching Jan 2016 - Present
    Bryanston, Johannesburg
    Life and Executive coaching for Private and Business clients.
  • Old Mutual Wealth
    Financial Planning Coach
    Old Mutual Wealth Oct 2012 - May 2019
    Johannesburg Area, South Africa
    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.
  • Acsis Limited
    Financial Planning Coach
    Acsis Limited Oct 2012 - Jun 2013
    Sandton, Johannesburg
    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).
  • Hsbc
    International Wealth Manager
    Hsbc Jul 2008 - Sep 2012
    Johannesburg Representative Office Of Hsbc Jersey, Channel Islands
    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.
  • Momentum
    Financial Planner
    Momentum Oct 2003 - Jun 2008
    Johannesburg Area, South Africa
    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.

Jason Bernic Cfp® Education Details

  • Graduate School Of Business - University Of Cape Town
    Graduate School Of Business - University Of Cape Town
    Acc
  • University Of The Free State/Universiteit Van Die Vrystaat
    University Of The Free State/Universiteit Van Die Vrystaat
    Financial Planning
  • Vega
    Vega
    Marketing
  • University Of South Africa/Universiteit Van Suid-Afrika
    University Of South Africa/Universiteit Van Suid-Afrika
    Business

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

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.