Experience

Citadel Investment Services

• South Africa
• Financial Services
• 200 - 300 Employee

• Head: Advice (Ops) and Training

  • Jan 2018 - Present

  I have been a financial advisor for 14 years when I changed direction to start the Training division within the company. This naturally resulted in becoming more involved in the operational side of the business. Currently I am therefore the nexus between the Solutions and Advice side of the business. This means liaison with internal and external parties and ensuring the smooth running operationally, including on-boarding, queries and processing. And ensuring especially functional training is provided to upskill the advisors and enablement functions

• Head: Operations (Advice) and Training

  • Oct 2012 - Present

  Responsible for implementing training deliverables (functional, regulatory, management) for the company, with specific emphasis on advisors. This entails training interventions, assessments and evaluation. Primary focus is on developing the skill whilst enhancing the knowledge bases of advisors.Act as link between the solution and advice side of the business ...emphasis on operations.

• Advisory Partner, Citadel Wealth Management (South Africa)

  • Jan 2000 - Sep 2012

  Responsible for the management of client's portfolios. The latter will consist of a tailor made solution, taking into account age, risk tolerance and need. Risk, estate and financial planning are key drivers in the planning process. The solution will typically be a basket comprising of various asset classes.. asset allocation per se driven by the strategy.



Peregrine Adminstration Services

• Managing Director

  • Nov 2015 - Present

  Managing the team rendering compliance services to the group , ie to various fsp's with regards to on-boarding, transactions, risk management , processing. Overseeing the training function within company as well as serving as the link between Ops and Advice Managing the team rendering compliance services to the group , ie to various fsp's with regards to on-boarding, transactions, risk management , processing. Overseeing the training function within company as well as serving as the link between Ops and Advice



Self employed

• Owner

  • Sep 1993 - Dec 1999

  Faciltating strategic planning, training, facilitation and operational management Faciltating strategic planning, training, facilitation and operational management



Dutch Reformed Church

• DS

  • Oct 1985 - Jan 1990