Berté Le Roux CFP®, Cert CII (FS)
Client Relationship Manager at Chetwood Wealth Management Ltd- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Full professional proficiency
-
Afrikaans Full professional proficiency
-
German Elementary proficiency
-
Xhosa Elementary proficiency
Topline Score
Bio
JJ Jordaan
Berte' is not only very knowledgeable about his work but he also takes great pride in it. His attention to detail as well as his personal touch puts him a step above others I have worked with before. He also is exceptionally good at guiding others and assisting them where needed. I would certainly recommend Berte' for any position of high responsibility.
Steyn de Wet
I have worked with Berte at Old Mutual PFA before moving into business consultancy. He is excellent at his job and I often turned to him for advice during that period. After leaving OM PFA I chose Berte out of a branch of more than 50 PFA's to be my personal financial advisor. I have enjoyed very good service thus far. He treats his clients with great respect, he seeks the best outcome for the client, instead of himself, which is not commonplace in the financial advisory industry. I believe this is so as he holds to the philosophy that future business is more important than short term profit. He has a sound and academic background which is also relevant to the industry - honnors degree in investment management. The last time we spoke he was busy with a post grad in financial planning. He is therefore not your average, with all due respect, 'gym instructer turned financial advisor'. He has indepth knowledge of Old Mutuals products and is always up to speed with how markets and funds are performing, which is of particular importance to me. He is also a friendly person, fantastic to work with as colleague or client. I highly recommend his services.
JJ Jordaan
Berte' is not only very knowledgeable about his work but he also takes great pride in it. His attention to detail as well as his personal touch puts him a step above others I have worked with before. He also is exceptionally good at guiding others and assisting them where needed. I would certainly recommend Berte' for any position of high responsibility.
Steyn de Wet
I have worked with Berte at Old Mutual PFA before moving into business consultancy. He is excellent at his job and I often turned to him for advice during that period. After leaving OM PFA I chose Berte out of a branch of more than 50 PFA's to be my personal financial advisor. I have enjoyed very good service thus far. He treats his clients with great respect, he seeks the best outcome for the client, instead of himself, which is not commonplace in the financial advisory industry. I believe this is so as he holds to the philosophy that future business is more important than short term profit. He has a sound and academic background which is also relevant to the industry - honnors degree in investment management. The last time we spoke he was busy with a post grad in financial planning. He is therefore not your average, with all due respect, 'gym instructer turned financial advisor'. He has indepth knowledge of Old Mutuals products and is always up to speed with how markets and funds are performing, which is of particular importance to me. He is also a friendly person, fantastic to work with as colleague or client. I highly recommend his services.
JJ Jordaan
Berte' is not only very knowledgeable about his work but he also takes great pride in it. His attention to detail as well as his personal touch puts him a step above others I have worked with before. He also is exceptionally good at guiding others and assisting them where needed. I would certainly recommend Berte' for any position of high responsibility.
Steyn de Wet
I have worked with Berte at Old Mutual PFA before moving into business consultancy. He is excellent at his job and I often turned to him for advice during that period. After leaving OM PFA I chose Berte out of a branch of more than 50 PFA's to be my personal financial advisor. I have enjoyed very good service thus far. He treats his clients with great respect, he seeks the best outcome for the client, instead of himself, which is not commonplace in the financial advisory industry. I believe this is so as he holds to the philosophy that future business is more important than short term profit. He has a sound and academic background which is also relevant to the industry - honnors degree in investment management. The last time we spoke he was busy with a post grad in financial planning. He is therefore not your average, with all due respect, 'gym instructer turned financial advisor'. He has indepth knowledge of Old Mutuals products and is always up to speed with how markets and funds are performing, which is of particular importance to me. He is also a friendly person, fantastic to work with as colleague or client. I highly recommend his services.
JJ Jordaan
Berte' is not only very knowledgeable about his work but he also takes great pride in it. His attention to detail as well as his personal touch puts him a step above others I have worked with before. He also is exceptionally good at guiding others and assisting them where needed. I would certainly recommend Berte' for any position of high responsibility.
Steyn de Wet
I have worked with Berte at Old Mutual PFA before moving into business consultancy. He is excellent at his job and I often turned to him for advice during that period. After leaving OM PFA I chose Berte out of a branch of more than 50 PFA's to be my personal financial advisor. I have enjoyed very good service thus far. He treats his clients with great respect, he seeks the best outcome for the client, instead of himself, which is not commonplace in the financial advisory industry. I believe this is so as he holds to the philosophy that future business is more important than short term profit. He has a sound and academic background which is also relevant to the industry - honnors degree in investment management. The last time we spoke he was busy with a post grad in financial planning. He is therefore not your average, with all due respect, 'gym instructer turned financial advisor'. He has indepth knowledge of Old Mutuals products and is always up to speed with how markets and funds are performing, which is of particular importance to me. He is also a friendly person, fantastic to work with as colleague or client. I highly recommend his services.
Experience
-
Chetwood Wealth Management Ltd
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Client Relationship Manager
-
Apr 2023 - Present
-
-
-
-
Unemployed
-
Jan 2023 - Present
-
-
-
Old Mutual Limited
-
South Africa
-
Financial Services
-
700 & Above Employee
-
Executive Financial Adviser
-
Apr 2010 - Dec 2022
The role of a Certified Financial Planner® is to assess/analyse a client's current financial position, taking into consideration their future goals and current needs; advise; then present/recommend and if required set up the most appropriate insurance and investment vehicles to meet those specific needs and goals. It is also a financial planner's responsibility to assist the client in reviewing/monitoring the financial plan and making appropriate adjustments as required (especially given sudden changes in a client's circumstances). I started employment as a Personal Financial Adviser for Old Mutual on the 1st of April 2010. My employment with Old Mutual Personal Finance ended on 31st of December 2022 due to my migration to the United Kingdom. I have acquired the following service and solution accreditation and skills via the Old Mutual Training Modules and Courses: Solution Accreditation: Old Mutual Greenlight (Risk Insurance Products for death/disability and dread disease) Old Mutual Protect (Risk Insurance Products for death/disability and dread disease) Old Mutual Max Investments Old Mutual Flexi (Discontinued Risk Insurance Products) Old Mutual Investment Horizons (Discontinued Investment Products) Old Mutual Unit Trusts Old Mutual Wealth Old Mutual International Portfolio+ Old Mutual Insure (formerly Mutual and Federal) Personal and Commercial Lines (Short Term Insurance) Taking instructions on a Will. I was also part of a General Practice of Financial Advisers with Old Mutual called the Van Der Riel and Associates General Practice. My role in the practice, other than managing my own existing practice was to provide support to the Principal and other Associates of the practice via referrals for specialised advice, compliance checking of Client Advice Records and applications/admin documents, as well as preparing presentations and public speaking roles. Our presentations specifically assisted Government Employees Pension Fund (GEPF - RSA) members. Show less
-
-
-
-
Temporary Administrative Official
-
Nov 2008 - Dec 2008
The duties of my posting as temporary administrative official were as follows: -Basic office administration -Basic accounting (noting income and expenditures) -Basic office communication (answering phones, receiving faxes and redirecting calls) -Basic computer maintenance (both hardware and software) -Office hygiene and cleanliness The duties of my posting as temporary administrative official were as follows: -Basic office administration -Basic accounting (noting income and expenditures) -Basic office communication (answering phones, receiving faxes and redirecting calls) -Basic computer maintenance (both hardware and software) -Office hygiene and cleanliness
-
-
Education
-
2022 - 2023
Chartered Insurance Institute
Certificate in Financial Services (General Route) (level 3), Financial Services -
2011 - 2012
Stellenbosch University/Universiteit Stellenbosch
Post Graduate Diploma in Financial Planning, Financial Planning -
2009 - 2009
Stellenbosch University
Hons Bcom, Strategic and Innovation Management -
2006 - 2008
Stellenbosch University
Bcom, Investment Management -
2000 - 2005
DF Malan High School
Community
