Stephen Lishman CFP™

Financial Planner at GLOBAL WEALTHMAP LTD
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Contact Information
us****@****om
(386) 825-5501
Location
Westminster, England, United Kingdom, UK
Languages
  • English Native or bilingual proficiency
  • Afrikaans Professional working proficiency

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Bio

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Credentials

  • CFPᵀᴹ MCSI
    Chartered Institute for Securities & Investment
    Jun, 2018
    - Nov, 2024
  • International Computer Driving Licence
    ICDL South Africa
    Jun, 2010
    - Nov, 2024
  • CFP®
    Financial Planning Institute of Southern Africa
    Jan, 2016
    - Nov, 2024

Experience

  • Global Wealth Map
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Jul 2019 - Present

  • abrdn
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Client Support
      • Apr 2017 - Jun 2019

  • Plexus Wealth
    • Stellenbosch, Western Cape, South Africa
    • Financial Planner
      • May 2013 - Dec 2016

Education

  • Chartered Institute for Securities & Investment
    Investment Advice Diploma, Financial Planning and Services
    2017 - 2018
  • Stellenbosch University/Universiteit Stellenbosch
    Postgraduate Diploma in Financial Planning
    2013 - 2014

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