Experience

Chartered Wealth Solutions

• South Africa
• Financial Services
• 1 - 100 Employee

• Director and Financial Planner

  • Apr 2008 - Present

  Further to my business profile as a director a fulfill a few important functions in our business. My role is head of product support and maintenance. My job is to ensure the providers that are embedded our business fulfill their SLA's . This in turn is imperative to ensure a unique client experience. Being an independent business gives us the freedom to chose our partners. Further to this I am the only practicing executive in the business. This assists in helping the business grow both in the planning and administration divisions. Show less

• Director and Financial Planning Specialist at Chartered Wealth Solutions’

  • Apr 2007 - Present



ACSIS Ltd

• Australia
• Surveying and Mapping Services
• 1 - 100 Employee

• Business Practice Coach

  • Jan 2004 - Apr 2008

  I used the skills acquired at Navigator Business Services at acsis. Acsis was a boutique administration and investment management business. Their unique approach to financial planning was the first in South Africa. It redesigned the way advisors built financial plans for clients. This was namely ‘ lifestyle financial planning’. Originating in the 90’2 from IPAC in Australia it was a first for the South African market. My role was to upskill advisors using this new financial planning process. The role also involved product integration, business support and training and systems integration. Having practice management experiences also helped me to identify strength’s and weaknesses in these businesses. Show less



NAVIGATOR BUSINESS SERVICES LIMITED

• United Kingdom
• Retail Office Equipment

• Practice Manager

  • Jan 2001 - Jan 2004

  Navigator was the very first, independent , financial broker network in South Africa. The business supported the South African independent financial planning network with business services. These ranged from compliance, IT, business and consulting services. The business was absorbed into the Old Mutual Group and is now knows as Masthead. My role was to spend time with these businesses and offer and integrate the correct support services where necessary. Navigator was the very first, independent , financial broker network in South Africa. The business supported the South African independent financial planning network with business services. These ranged from compliance, IT, business and consulting services. The business was absorbed into the Old Mutual Group and is now knows as Masthead. My role was to spend time with these businesses and offer and integrate the correct support services where necessary.



Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Development Manager

  • Jan 1999 - Dec 2000

  My key responsibility was to set up the Johannesburg infrastructure for Prudential UK with the advent of them returning to the South African market. Second to this was to market these suite of funds to the local discretionary fund manager and independence advisor market. My key responsibility was to set up the Johannesburg infrastructure for Prudential UK with the advent of them returning to the South African market. Second to this was to market these suite of funds to the local discretionary fund manager and independence advisor market.