Client Portfolio Manager
CurrentI am a client portfolio manager, specializing in investment management, financial advice, wealth creation and wealth management. I have over 8 years of industry experience and a keen interest in investments.
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Joshua Strydom, Cfp® is listed as Certified Financial Planner at Investonline, a company with 12 employees, based in City Of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Joshua Strydom, Cfp®.
Joshua Strydom, Cfp® previously worked as Client Portfolio Manager at Investonline and Analyst at Benchmark International. Joshua Strydom, Cfp® holds Postgraduate Diploma In Financial Planning, Financial Planning And Services from Milpark Education - School Of Financial Planning And Insurance.
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I am passionate about the industry and raising the level of quality advice given in our profession. I have completed a Post-Graduate Diploma in Financial Planning (NQF Level 8) and have obtained the CFP® designation. I have recently relocated to the Western Cape and am seeking my next adventure in the industry.I have been a Financial Consultant with Harvard House Investment Management for the past 8 years, spending time in both insurance planning and investment management, working closely with highly skilled and experienced consultants and asset managers.
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City Of Cape Town, Western Cape, South Africa
I am a client portfolio manager, specializing in investment management, financial advice, wealth creation and wealth management. I have over 8 years of industry experience and a keen interest in investments.
Stellenbosch, Western Cape, South Africa
I am currently working as an analyst for global M&A firm, Benchmark International, assisting sell-side company seeking buyers investors and acquirers.
Howick, KwaZulu-Natal, South Africa
Qualifications:* Completed RE5 Certificate* Completed Post-Graduate Diploma in Financial Planning (NQF 8)* CERTIFIED FINANCIAL PLANNER® ProfessionalDuties:- Managing 150+ clients. (Reviews/Queries/Transactions)- Compiling in-depth Financial Analyses/Proposals- Retirement Planning- Investment Planning- Long-Term Insurance Planning / Needs Analyses..
Other employees you can reach at investonline.co.za. View company contacts for 12 employees →
Geran Steyn Cfp®
Colleague at Investonline
City Of Cape Town, Western Cape, South Africa, South Africa
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DB
Dylan Bam
Colleague at Investonline
Stellenbosch, Western Cape, South Africa, South Africa
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JS
Jannie Smit
Colleague at Investonline
City Of Cape Town, Western Cape, South Africa, South Africa
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AV
Allan Van Zyl Cfp®
Colleague at Investonline
City Of Cape Town, Western Cape, South Africa, South Africa
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EL
Ewan Lance Matthee
Colleague at Investonline
Cape Town, Western Cape, South Africa, South Africa
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NB
Nick Brummer
Colleague at Investonline
City Of Cape Town, Western Cape, South Africa, South Africa
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MB
Mellisa Brooks
Colleague at Investonline
City Of Cape Town, Western Cape, South Africa, South Africa
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SD
Stuart Dyer Cfp®
Colleague at Investonline
City Of Cape Town, Western Cape, South Africa, South Africa
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IO
Investment Online
Colleague at Investonline
Türkiye, Turkey
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ZA
Zaakirah Adams
Colleague at Investonline
City Of Cape Town, Western Cape, South Africa, South Africa
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Higher Certificate in Financial Planning. 6 Modules Completed: (120 Credits) Income Tax Investment Planning Law for Financial Planners.
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Joshua Strydom, Cfp® works for Investonline.
Joshua Strydom, Cfp® is listed as Certified Financial Planner at Investonline.
Joshua Strydom, Cfp® is based in City Of Cape Town, Western Cape, South Africa while working with Investonline.
Joshua Strydom, Cfp® has worked for Investonline, Benchmark International, Harvard House South Africa, and Liberty Group South Africa.
Joshua Strydom, Cfp®'s colleagues at Investonline include Geran Steyn Cfp®, Dylan Bam, Jannie Smit, Allan Van Zyl Cfp®, and Ewan Lance Matthee.
You can use AeroLeads to view verified contact signals for Joshua Strydom, Cfp® at Investonline, including work email, phone, and LinkedIn data when available.
Joshua Strydom, Cfp® holds Postgraduate Diploma In Financial Planning, Financial Planning And Services from Milpark Education - School Of Financial Planning And Insurance.
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