Zanele, a dedicated financial advisor, has been making a significant impact in the industry since 2016. With a passion for financial planning, Zanele founded her own financial services provider in 2018, Indigo Brokers, laying the foundation for a successful career in the field. Holding a level 6 advanced diploma in financial planning and actively pursuing CFP recognition, Zanele is committed to continually enhancing her expertise.Having served as an outsourced Key Individual for other FSPs, Zanele possesses a wealth of experience and knowledge in the financial sector. In this role, she not only provided strategic oversight but also assisted two companies with their license applications at the FSCA. Currently, Zanele holds the esteemed positions of partner and managing director for Capitor (South Africa), a wealth management company. Through these roles, Zanele plays a pivotal part in shaping the financial landscape across multiple regions, driving growth and success for these organizations.In addition to her accomplishments in financial planning, Zanele has a notable history of starting and successfully selling businesses. Her first venture, La Maison Sitters, was launched while she was still in university and focused on tutoring, babysitting, pet sitting, and au pairing. She sold this business profitably within two years. Her second enterprise, Luxxe SA, involved importing wedding dresses and shoes, and she also sold this business at a profit after just one year.With a keen eye for strategic leadership and a deep understanding of financial markets, Zanele continues to make a lasting impact on the industry, providing valuable insights and guidance.
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Managing PartnerCapitorPretoria, Gp, Za -
Key IndividualCapitor Nov 2023 - PresentSouth Africa -
Key Individual, Financial AdvisorIndigo Brokers Jan 2018 - PresentWestern Cape, South Africa -
Key IndividualFmw Financial Services (Pty) Ltd Fsp 52599 Oct 2022 - Dec 2023Application submission and Outsourced Key Individual for FMW Financial Services. -
Financial AdvisorIntermediary Support Group Oct 2022 - Nov 2023Gained experience for categories to add to the Indigo Brokers licence
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OwnerLuxxe Sa Jan 2020 - May 2023South AfricaImporting wedding dresses and wedding shoes to South Africa and sold it on an online shop
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Key IndivualL&G Brokers Dec 2021 - Feb 2022Application submission and Outsourced Key Individual for L&G Brokers
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Financial AdvisorJpe Brokers Apr 2019 - Jan 2020Gained experience for categories to add to the Indigo Brokers licence -
Financial RepresentativeClinton Brand Brokers Jan 2016 - Aug 2019Financial Advisor
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AdministratorDiscovery Limited Jan 2014 - Dec 2015Personal Assistant to a Senior Financial Planner within Discovery. -
OwnerLa Maison Sitters Jan 2013 - Dec 2015South AfricaWhile I was studying at a Uni, I started a company that offered house sitting, pet sitting, baby sitting, au pairing and tutoring. I provided jobs to my fellow class mates who studied teaching.
Zanele Calitz Skills
Zanele Calitz Education Details
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Accounting And Finance
Frequently Asked Questions about Zanele Calitz
What company does Zanele Calitz work for?
Zanele Calitz works for Capitor
What is Zanele Calitz's role at the current company?
Zanele Calitz's current role is Managing Partner.
What schools did Zanele Calitz attend?
Zanele Calitz attended Milpark School Of Financial Services.
What skills is Zanele Calitz known for?
Zanele Calitz has skills like Leadership, Financial Advisory, Banking, Planning, Insurance, Sales, Financial Planning, Financial Risk, Investments, Office Administration, Team Leadership, Team Management.
Who are Zanele Calitz's colleagues?
Zanele Calitz's colleagues are José Morle, Therina Gruner.
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