Nico Van Heerden Email and Phone Number
Nico Van Heerden work email
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Nico Van Heerden personal email
As a Business Development Manager at Fairtree, I partner with Independent Financial Advisers (IFAs) to provide them with a holistic fund offering and economic overview. I leverage my expertise in alternative investments and differentiation strategies to help them mitigate the risk to their clients' portfolios and benefit from a boutique fund manager's nimble approach.I have a Postgraduate Diploma in Financial Planning from the University of the Free State and a Bachelor's Degree in Business and Strategic Management from Varsity College. My goal is to build passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time and deliver value to their clients. If you are an IFA and need a personalized service from a Boutique Investment Management firm, please contact me and I will assist you with your investment solutions and strategies.
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Business Development ManagerFairtreeJohannesburg, Gp, Za -
Business Development ManagerFairtree Jul 2024 - PresentCity Of Johannesburg, Gauteng, South AfricaI service the Independent Financial Advisory market with Fairtree's Fund offering. I build and maintain relationships with IFA's and ensure to provide them with a holistic fund offering and economic overview. I assist the IFA in mitigating the risk to their clients investment portfolio's and help them to leverage from a Top Fund Manager's nimble investment approach. -
Business Development ManagerLaurium Capital Pty Ltd Apr 2023 - Jun 2024City Of Johannesburg, Gauteng, South AfricaI service the Independent Financial Advisor market with Laurium Capital's Fund offering. I build and maintain relationships with IFA's and ensure to provide them with a holistic fund offering and economic overview. I assist the IFA in mitigating the risk to their clients investment portfolio's and help them to leverage from a boutique Fund Manager's nimble investment approach. -
Specialist Investment ConsultantMomentum Investments Sep 2021 - Mar 2023Johannesburg Metropolitan AreaAs an Investment Consultant I craft passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFs). The SIC/IF business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business. I assist Independent Financial advisors to achieve their full potential to service the needs of their clients. I train advisers on new and existing Momentum product offerings, ensuring that they are able to grow their client base and meet client needs in line with Momentum’s focus on innovative, high-value financial advice.My focus is solely on Investment solutions and strategies. I am heavily involved in the process from start to finish.For financial advisers, we offer the opportunity to start your own business on the foundation of our extensive financial services experience, sound business and individual financial planning knowledge, and a stable client base. The risks associated with starting your own business are high but by partnering with myself and Momentum, you’re able to reap the rewards of running your own business while mitigating this risk and leveraging a stable, credible and reputable brand. -
Business ConsultantMomentum Metropolitan Holdings Limited Apr 2018 - Sep 2021Johannesburg Area, South Africa☆ WHAT DO I DOI assist IFAs to achieve their full potential to service the needs of their clients. I train advisers on new and existing Momentum product offerings, ensuring that they are able to grow their client base and meet client needs in line with Momentum’s focus on innovative, high-value financial advice.☆ WHAT WE OFFER REGISTERED FINANCIAL ADVISERSFor financial advisers, we offer the opportunity to start your own business on the foundation of our extensive financial services experience, sound business and individual financial planning knowledge, and a stable client base. The risks associated with starting your own business are high but by partnering with myself and Momentum, you’re able to reap the rewards of running your own business while mitigating this risk and leveraging a stable, credible and reputable brand. -
Head CasualThe Business School Feb 2015 - Dec 2017Westville, South AfricaI recruit and train new casuals for The Business School. -First line of communication between casuals and campus management. -Assuring that all the daily tasks are completed. -Lead a team of three. - Answering phone calls from students, parents or potential students and assisting them with any questions that they might have.- Taking payments for College fees, College social events, printing credits, sports clothing etc.- Assisting students in the library and computer room. eg. Helping them to find the textbook that they are looking for; helping them to connect their student profiles to the printer.- I make students cards
Nico Van Heerden Education Details
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Postgraduate Diploma In Financial Planning -
Business And Strategic Management -
Business Principles And Practice -
Durban High SchoolGeneral Studies
Frequently Asked Questions about Nico Van Heerden
What company does Nico Van Heerden work for?
Nico Van Heerden works for Fairtree
What is Nico Van Heerden's role at the current company?
Nico Van Heerden's current role is Business Development Manager.
What is Nico Van Heerden's email address?
Nico Van Heerden's email address is ni****@****tal.com
What schools did Nico Van Heerden attend?
Nico Van Heerden attended University Of The Free State, Varsity College, Varsity College, Durban High School.
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