Deidré Valentine, CFP®

Wealth Manager at Woodland Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
City of Cape Town, Western Cape, South Africa, ZA
Languages
  • English Professional working proficiency
  • Afrikaans Full professional proficiency

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Credentials

  • Certified Financial Planner (CFP)
    The Financial Planning Institute - SA
    May, 2021
    - Nov, 2024
  • Microsoft 365 Excel 2019 Certification
    My Online Training Hub
    Feb, 2021
    - Nov, 2024
  • RE5
    Financial Sector Conduct Authority
    Sep, 2018
    - Nov, 2024
  • CFA Level 1
    CFA Institute
    Jan, 2018
    - Nov, 2024

Experience

  • Woodland Wealth
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Aug 2022 - Present

    • Financial Planner
      • Feb 2020 - Aug 2022

  • Stellenbosch University
    • South Africa
    • Higher Education
    • 700 & Above Employee
    • Senior Lecturer
      • Jul 2023 - Present

      Part-time Senior Lecturer at the department of Statistics and Actuarial Sciences: Portfolio Management Part-time Senior Lecturer at the department of Statistics and Actuarial Sciences: Portfolio Management

  • MiPlan
    • Claremont
    • Multi-asset investment analyst
      • Sep 2018 - Jan 2020

  • Avior Capital Markets (Pty) Ltd
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Equity Research Assistant/Analyst
      • Jan 2017 - Sep 2018

  • Admaths
    • Senior Marker
      • Jan 2012 - Jan 2017

      I am a senior marker at Admaths, marking grade 12 question papers and tutorials during the academic year. I am a senior marker at Admaths, marking grade 12 question papers and tutorials during the academic year.

Education

  • Stellenbosch University
    Bachelor of Commerce (B.Com.) Honours, Financial Risk Management
    2012 - 2016
  • University of the Free State
    Post Graduate Diploma, Financial Planning
    2020 - 2020
  • Heidelberg High School
    Grade 8-12
    2007 - 2011

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