About
I am an experienced investment consultant with a passion for the financial advisory industry. Over the past 16 years, I have demonstrated my expertise in providing comprehensive financial guidance and solutions to clients. Holding the esteemed CFP® designation, I have been an integral member of Discovery Invest’s specialized investment services team for the past 9 years.
Currently I have taken a sabbatical to spend precious time with my three beautiful children. I am ever grateful for my husband that has gone above and beyond to make this possible.
Skills
- Excel
- Forms
- Microsoft Word
- Outlook
- Powerpoint
Education
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2004 - 2007
Bachelor in Commerce: Law at University of Pretoria
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Majored in Accounting, Financial Management, Internal Auditing, Marketing
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2004 - 2007
Post graduate Diploma in Financial Planning Law at University of the Freestate
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Certified Financial Planner® and registered under the FPI professional body. The Financial Planning Institute of Southern Africa is the only professional body in South Africa to offer the FSA™, RFP™ and internationally recognised CFP® professional designations. FPI is a South African Qualifications Authority registered professional body and our professional designations are registered on the National Learning Registered Database.
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2008
High Diploma in Tax Law at University of Johannesburg