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Work Background
Abbey WealthFinancial Advisor
Jun. 2024Dublin, County Dublin, IrelandClient Portfolio Management – Oversee and manage a diverse portfolio of over 300 expatriate clients across the EU, providing personalized financial planning solutions.
Enhanced Client Retention & Satisfaction – Built strong, long-term relationships through transparent financial guidance, leading to high client retention rates.
Utilization of Wealth Craft CRM – Leverage Wealth Craft CRM to enhance client engagement, streamline financial planning, and improve operational efficiency.
Benchmark Capital GroupFinancial Advisor and Advisory Partner at Benchmark Capital
Jan. 2019Johannesburg, Gauteng, South Africa
Liberty Group South AfricaFinancial Advisor
Aug. 2006 - Mar. 2025Johannesburg, Gauteng, South Africa
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