Riaan Schalkwyk

Discovery Group Independent Contractor at attooh! Group of Companies
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Contact Information
us****@****om
(386) 825-5501
Location
City of Cape Town, Western Cape, South Africa, ZA
Languages
  • English -
  • Afrikaans -

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Bio

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Experience

  • attooh! Group of Companies
    • South Africa
    • Financial Services
    • 200 - 300 Employee
    • Discovery Group Independent Contractor
      • May 2021 - Present

  • Mondaine Advisory
    • Independent Financial Advisor & Agency Principle
      • Jul 2020 - Sep 2021

    • Discovery GIC Advisor
      • Mar 2019 - Jul 2020

  • Vital Group Holdings
    • Independent Financial Adviser
      • Jul 2014 - Jul 2020

      Sourcing of new clientsReviewing the portfolio of current client baseSetting up of a financial plan with clientsProposing financial products for client needs Sourcing of new clientsReviewing the portfolio of current client baseSetting up of a financial plan with clientsProposing financial products for client needs

  • Sanlam
    • Financial Services
    • 700 & Above Employee
    • Independent Financial Advisor
      • Nov 2012 - Jul 2014

  • Old Mutual South Africa
    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Senior Personal Financial Advisor
      • Oct 2002 - Oct 2012

Education

  • Moonstone
    RE qualification, Insurance
    2010 - 2010
  • Damelin
    Certificate in Financial Planning, Insurance
    2004 - 2007
  • President High School
    Matric
    1991 - 1995

Community

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