Steph Smith, Cfp®
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Steph Smith, Cfp® Email & Phone Number

Understanding that every persons financial landscape is unique, I work closely with my clients to co-create and achieve their desired financial lifestyle. at Adviceworx
Location: City Of Johannesburg, Gauteng, South Africa 3 work roles 2 schools
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Current company
Adviceworx
Role
Understanding that every persons financial landscape is unique, I work closely with my clients to co-create and achieve their desired financial lifestyle.
Location
City Of Johannesburg, Gauteng, South Africa
Company size
164 employees

Who is Steph Smith, Cfp®? Overview

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Quick answer

Steph Smith, Cfp® is listed as Understanding that every persons financial landscape is unique, I work closely with my clients to co-create and achieve their desired financial lifestyle. at Adviceworx, a company with 164 employees, based in City Of Johannesburg, Gauteng, South Africa. AeroLeads shows a matched LinkedIn profile for Steph Smith, Cfp®.

Steph Smith, Cfp® previously worked as Certified Financial Planner at Adviceworx and Planning and Business Development: Inland at Adviceworx. Steph Smith, Cfp® holds Postgrad Diploma In Financial Planning, Financial Planning from University Of The Free State/Universiteit Van Die Vrystaat.

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Adviceworx

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Profile bio

About Steph Smith, Cfp®

I am a Wealth Planner that works closely with people in different stages of life that have a wide range of needs and goals they aspire to. I believe that the intrinsic value I represent is not measured by selling the latest and greatest product, but my ability to work with people to solve life’s many challenges and complexities.Through my integrated financial planning process, I am able to provide my clients with certainty that no matter what the circumstances, they and their families never find themselves in a position where they outlive their money and in doing so can create a lasting legacy.

Current workplace

Steph Smith, Cfp®'s current company

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Adviceworx
Adviceworx
Understanding that every persons financial landscape is unique, I work closely with my clients to co-create and achieve their desired financial lifestyle.
johannesburg, gauteng, south africa
Website
adviceworx.co.za
Employees
164
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3 roles

Steph Smith, Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner

Current
Adviceworx

Johannesburg, Gauteng, South Africa

Jul 2013 - Present

Planning And Business Development: Inland

Adviceworx
Jul 2013 - Dec 2017

Advice Support Services

Renaissance Wealth Management- Johannesburg

Johannesburg Area, South Africa

Feb 2013 - Jul 2013
Team & coworkers

Colleagues at Adviceworx

Other employees you can reach at adviceworx.co.za. View company contacts for 164 employees →

SW Stephen Wishnia Stephen Wishnia Colleague at AdviceworxCity Of Cape Town, Western Cape, South Africa, South Africa View → ML Maree Lucas Maree Lucas Colleague at AdviceworxCity Of Johannesburg, Gauteng, South Africa, South Africa View → RB Russel Bruce Russel Bruce Colleague at AdviceworxSouth Africa, South Africa View → EK Elizabeth Korsten Elizabeth Korsten Colleague at AdviceworxEast London, Eastern Cape, South Africa, South Africa View → KV Kobus Van Der Walt, Cfa Kobus Van Der Walt, Cfa Colleague at AdviceworxCity Of Johannesburg, Gauteng, South Africa, South Africa View → RS Rikus Stander Rikus Stander Colleague at AdviceworxAlberton, Gauteng, South Africa, South Africa View → MW Mike Webb Mike Webb Colleague at AdviceworxPort Elizabeth Metropolitan Area, South Africa View → KR Karin Rossouw Karin Rossouw Colleague at AdviceworxCity Of Johannesburg, Gauteng, South Africa, South Africa View → BD Brynn Diesel - Financial Planning Partner Brynn Diesel - Financial Planning Partner Colleague at AdviceworxEast London, Eastern Cape, South Africa, South Africa View → DM Debby Mccoll Debby Mccoll Colleague at AdviceworxJohannesburg Metropolitan Area, South Africa View →
2 education records

Steph Smith, Cfp® education

FAQ

Frequently asked questions about Steph Smith, Cfp®

Quick answers generated from the profile data available on this page.

What company does Steph Smith, Cfp® work for?

Steph Smith, Cfp® works for Adviceworx.

What is Steph Smith, Cfp®'s role at Adviceworx?

Steph Smith, Cfp® is listed as Understanding that every persons financial landscape is unique, I work closely with my clients to co-create and achieve their desired financial lifestyle. at Adviceworx.

Where is Steph Smith, Cfp® based?

Steph Smith, Cfp® is based in City Of Johannesburg, Gauteng, South Africa while working with Adviceworx.

What companies has Steph Smith, Cfp® worked for?

Steph Smith, Cfp® has worked for Adviceworx and Renaissance Wealth Management- Johannesburg.

Who are Steph Smith, Cfp®'s colleagues at Adviceworx?

Steph Smith, Cfp®'s colleagues at Adviceworx include Stephen Wishnia, Maree Lucas, Russel Bruce, Elizabeth Korsten, and Kobus Van Der Walt, Cfa.

How can I contact Steph Smith, Cfp®?

You can use AeroLeads to view verified contact signals for Steph Smith, Cfp® at Adviceworx, including work email, phone, and LinkedIn data when available.

What schools did Steph Smith, Cfp® attend?

Steph Smith, Cfp® holds Postgrad Diploma In Financial Planning, Financial Planning from University Of The Free State/Universiteit Van Die Vrystaat.

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