Marcel Wagner Email & Phone Number

Stellenbosch, Western Cape, South Africa

Cape Town, Western Cape, South Africa

Cape Town, Western Cape, South Africa

Cape Town Area, South Africa

At FNB Financial Advisory, I focus on a goal based financial planning approach with a clear aim to identify, prioritize and plan for my client’s individual financial goals. Whether you need to save for retirement, tick your travel bucket list, want to secure your child’s education or leave a legacy, I assist clients in taking the necessary steps to make your goals a reality. I begin this approach by gaining a thorough understanding of your financial goals and then implementing an underlying strategy to support the realization of each goal over time.

Cape Town Area, South Africa

I consult within the corporate market, doing benchmark analysis, introducing solutions or set up new retirement funds for corporate companies. By doing so, I assist in developing and growing Momentum Consult’s business book. I compile business and market related feedback reports, to help assist management on making informed decisions.

Johannesburg Area, South Africa

Developed by national manager in all areas of our department, to attain all needed knowledge. I successfully managed my own portfolio by growing the Group Benefits book. Doing so by building broker relationships, getting the right business & getting out in the market. Compiling reports on business growth and progress. Giving input to Actuaries on market rates on my findings. I have gained valuable experience and can apply this in any company successfully.

Durban Area, South Africa

Self management position at Matthew & Son (Liberty Life Franchise). Financial planning for high net worth clients, ensuring their needs are met. Ensuring clients portfolio’s is managed professionally and best possible market related advice. Found my passion in corporate sector by assisting SMG's with employee benefit solutions and asset management.

Port Elizabeth Area, South Africa

To ensure timeous and quality information is available to support the client and advice best possible financial solutions. Provide all support service and assistance that will from time to time be required by client and users of the Finance systems. Ensure that systems are supportive of the implementation of financial advisory to clients.

Durban Area, South Africa

Identifying stock and materials from suppliers for Piping & Mechanical to be utilized in Maintenance & Projects on a critical project situation i.e. Shutdown

Durban Area, South Africa

Wages & wage related system checks. Update system and manage all admin activities

Durban Area, South Africa

Check suppliers invoice details prior to payment & process payments into PACER. Assisted with general office duties as required from time to time.

Bcom – Financial Management, Finance And Financial Management Services

Subjects: Financial Management, Economics, General Management, Marketing Management, Risk Management, Taxation, Accounting, Business.

Regulatory Examination Cert. - Re 1 (Key Individual)

National Cert. In Wealth Management, 130 Credits

RSC The Knowledge Network (Pty) Ltd

Project Management Diploma (Slp), Passed With 91%

Ms Office Excel Cert. – Basic

Regulatory Examination Cert. - Re 5 (Representative)

Advance Driving Cert.

Cti Cert.

Subjects: Business Planning, Marketing, Crisis Management

Matric, Grade 12 With Merit & Distinction

Activities and Societies: Certificates: Leadership 2005 (prefect) Best in Maths (Distinctions) – Grade 11 Full Colours for Academy – Grade.