KEVIN MORLEY CFP®

Managing Director

Qualifications:
UOFS: ILPA FPI: Registered CFP Qualified Pareto Porto Trainer

I have been in the financial industry for over 30 years and my expertise and experience lies in the business assurance and estate planning fields. I am therefore able to provide a complete and unique service to my clients.

As I am an active member of the Financial Planning Institute of South Africa I strive to keep up to date with all new legislation to guide and educate my clients on all business financial matters. I started CFBS because my passion is to share this knowledge with the next generation of advisors.

I enjoy most types of sport, the outdoors and a good walk in nature stimulates me. I am very sociable, and really enjoy interacting with others. I love having a braai, cooking for friends or just having a pint with mates in the pub.

 

Business Continuity | Estate Planning | Investments | Retirement Planning | Trusts | Wills

KEVIN MORLEY CFP®