Qualifications:

1. A Fellow of the Institute of Chartered Secretaries ( FCIS ).
2. A Member of the Financial Planning Institute ( FPI ).
3. A Certified Financial Planner ( CFP ).
4. A National Diploma in Cost and Management Accounting ( NDCA ).

Qualifications:

A Fellow of the Institute of Chartered Secretaries ( FCIS )
A Member of the Financial Planning Institute ( FPI ).
A Certified Financial Planner ( CFP ).
A National Diploma in Cost and Management Accounting ( NDCA ).

My passion is to assist clients, to strive toward financial independence. In particular, I am so encouraged, when there is a meaningful transfer of inter-generational wealth. Prior to joining CFBS, I worked in corporate financial planning with Woolworths, Caltex Oil and The Board of Executors. Thereafter I worked for 3 decades for Old Mutual in asset management, investments and the wealth environment.

If you would like to leave a legacy, I invite you to share your dreams and aspirations with me in complete confidence, over a cup of coffee.