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Work Background
IQ-EQSenior Manager
Jan. 2024Guernsey
IQ-EQCorporate Manager
Aug. 2023 - Mar. 2024Guernsey
Investec Bank Channel IslandsClient Relationship Manager
Feb. 2023 - Aug. 2023Guernsey
Stonehage FlemingSenior Private Client Administrator
Feb. 2022 - Feb. 2023Guernsey
MaitlandSenior Administrative Officer
Sep. 2021 - Jul. 2022Guernsey
MaitlandClient Relationship Manager
Feb. 2018 - Sep. 2021I manage 60 high net-worth trusts, companies and individuals. My responsibilities include trust audits, drafting of trust deeds and amendments, chairing trust meetings and other advisory work.
Nedbank Private Wealth InternationalFiduciary Specialist
Oct. 2013 - Feb. 2018Cape Town Area, South AfricaI draft new wills, do trust audits, draft new trust. Assists clients with all tax related queries.
Nedbank Private WealthWealth Planner
Nov. 2012 - Sep. 2013Fiduciary Specialist
SanlamSenior Trust Manager
Feb. 2008 - Oct. 2012BellvilleTrust administration
EXCEED FINANCIAL SERVICESParaplanner
Sep. 2006 - Jan. 2008StllenboschPlanning
Tenk Loubser IncTax Administrator
May. 2004 - Aug. 2006StellenboschTax Administration
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