|Firm||Absolut Wealth Management|
5 Wessels Road,
|Languages||English (in order of proficiency)|
|Tel||0860 99 99 25|
Certified Financial Planner (CFP®)
Postgraduate Diploma in Financial Planning (UFS)
National Certificate in Financial Markets and Instruments (AFM)
|Life and Disability|
FOCUSInvestment and Retirement Planning
Estate planning Wills
OTHER COMPANIES REPRESENTED
I started my career in the Financial Services Industry at The Hereford Group in 2009, offering holistic financial planning and graduating to a Senior Financial Planner during my seven year tenure.
I moved to Warwick Wealth as a Wealth Specialist in 2016. Here I specialised in investment and retirement planning, advising high net worth clients on a variety of investments, both local and offshore including Personal Share Portfolios.
In April 2018, I joined the Absolut Wealth Management team as an Independent Wealth Manager.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R500000.00
Recurring monthly: R2000.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||11 - 20|
|Indemnity insurance||Insurance: yes