Jaco van der Merwe, CFP®

Sales Manager at Envestpro Group
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Contact Information
us****@****om
(386) 825-5501
Location
ZA
Skills

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Bio

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Credentials

  • CFP
    Financial Planning Standards Board Ltd.

Experience

  • Envestpro Group
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Sales Manager
      • Aug 2015 - Present

  • Envestpro Midrand
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner®️
      • Feb 2011 - Present

      Certified Financial Planning professional that focusses on holistic financial planning solutions for individual and institutional clients. Certified Financial Planning professional that focusses on holistic financial planning solutions for individual and institutional clients.

Education

  • Milpark Education - School of Financial Planning and Insurance
    Post Graduate Diploma, Financial Planning and Services
    2016 - 2017
  • UNISA
    BCOM, Financial Management
    2005 - 2010
  • SAIFM
    RPE, Equities
    2010 - 2010

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