Experience

Global Wealth Advisory

• Financial Services
• 1 - 100 Employee

• Financial Wealth Advisor at Global Wealth Advisory

  • Sep 2022 - Present

  We provide holistic Wealth and Risk Management advice to plan for the short and longterm according to our clients needs. We build relationships with our clients, where we first understand our clients goals and then use our expertise as a team to establish the way we can achieve these goals. We provide holistic Wealth and Risk Management advice to plan for the short and longterm according to our clients needs. We build relationships with our clients, where we first understand our clients goals and then use our expertise as a team to establish the way we can achieve these goals.



University of Pretoria/Universiteit van Pretoria

• South Africa
• Higher Education
• 700 & Above Employee

• Student

  • Jan 2015 - Present



Marcus Jacobs Financial Services

• 9 Hoyt Crescent Moreletapark Pretoria

• Independent Financial Advisor

  • Dec 2018 - Feb 2023

  Providing in-depth analysis for clients to identify their needs and to create understanding to what is needed for future planning. Ensuring that my clients have the best products suited for his/her unique needs. Providing in-depth analysis for clients to identify their needs and to create understanding to what is needed for future planning. Ensuring that my clients have the best products suited for his/her unique needs.



Liberty Life Group

• Broker Consultant

  • Jan 2018 - Nov 2018