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Renier Smit

Financial Adviser & Franchise Principal at Consult
Intro Book
Renier Smit, a seasoned Financial Adviser & Franchise Principal with 8+ years of experience, offering expertise in Financial Planning, Investments, Risk Management, and more, holds advanced qualifications in Financial Planning and Wealth Management.
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Location
Centurion, Gauteng, South Africa, ZA
Languages
  • English Professional working proficiency
  • Afrikaans Full professional proficiency
Skills
  • Financial Advisory
  • Financial Planning
  • Investments
  • Retirement
  • Life Insurance
  • Show all
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Credentials

  • NQF 5 wealth management
    USB
  • NQF 6 Advanced Certificate in Financial Planning
    Milpark Education - School of Financial Planning and Insurance

Experience

  • Consult
    • Centurion
    • Financial Adviser & Franchise Principal
      • Dec 2019 - Present
      • Centurion

      Financial advice and planning for individuals and businessesPersonal Short Term InsuranceEstate planingLast Will and TestamentsRisk planningIncome protectionRetirement planningInvestment optionsBuy & Sell Agreements for businesses

  • First National Bank
    • Pretoria Area, South Africa
    • Private Client Financial Advisor
      • Jun 2011 - Dec 2019
      • Pretoria Area, South Africa

      Financial advice and planning for individuals and SME's.Estate planingLast Will and TestamentsRisk planningIncome protectionRetirement planningInvestment optionsBuy & Sell Agreements for businesses

  • Discovery Limited
    • Pretoria
    • Business Consultant
      • 2010 - 2011
      • Pretoria

      Key Deliverables:• Business development• Product and technical training• Drive and monitor performance against set intermediary production targets

  • Liberty Life
    • Pretoria Area, South Africa
    • Fianacial Planner
      • Jun 2007 - Aug 2009
      • Pretoria Area, South Africa

      Financial advice and planning for individuals and SME's.Estate planingLast Will and TestamentsRisk planningIncome protectionRetirement planningInvestment optionsBuy & Sell Agreements for businesses

Education

  • Milpark Education - School of Financial Planning and Insurance
    NQF Level 6 Advance Certificate in Financial Planning, Financial Planning and Services
  • 2007 - 2010
    University of Stellenbosch
    NQF Level 5 National Certificate in Wealth Management, Financial Services
  • 1998 - 2002
    Middelburg Hoerskool
    Grade 12, Grade 12

Suggested Services

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Industry Focus. “Financial Services”

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