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Work Background
GrowthHouse Financial Planning ServicesFinancial Advisor
Oct. 2025Cape TownBuild and nurture relationships with individuals and businesses Assess clients’ needs, life goals, and risk profiles Provide tailored advice on investments, retirement planning, life and disability insurance, estate planning, and wealth protection Guide clients through changing financial circumstances and help them navigate important financial decisions Stay informed about evolving financial products, regulations, and market trends Key skills include: analytical thinking, communication, empathy, market knowledge, and a passion for helping others secure their future.
CCA Group LimitedDirector
Mar. 2018 - Aug. 2019Manchester, United KingdomFinancial Planning: Provide financial and commercial input into the business. Assisting to develop strategic and commercial policies and processes to support business growth; Financial Reporting: Oversee all financial reporting and to align the financial reporting to support the overall business strategic goals and objective; Forecasting: Provide on-going financial modelling and analysis to the business to support the development of long term strategic goals and objectives; Cash-flow, Budgeting and Risk Management.
SGK Commodities (Pty). LtdFinance Director
May. 2015 - Mar. 2016Waterfront, Cape TownFinancial Planning: Provide financial and commercial input into the business. Assisting to develop strategic and commercial policies and processes to support business growth; Financial Reporting: Oversee all financial reporting and to align the financial reporting to support the overall business strategic goals and objective; Forecasting: Provide on-going financial modelling and analysis to the business to support the development of long term strategic goals and objectives; Cash-flow, Budgeting and Risk Management.
Edgemead RunnersFinancial Officer
Oct. 2011 - Sep. 2013EdgemeadI was responsible for the preparation of the internal and external financial reports for the organisation. I also assisted with the preparation and submission of the annual tax returns and the relevant correspondence with South African Revenue Services Exemption Unit. I also assisted with the risk assessment and management of the organisation. I assisted with the corporate governance and ensured the financial affairs were managed in accordance with the relevant constitution of the organisation.
Colbee AccountantsManaging Partner
Feb. 2010Cape Town Area, South AfricaProjects: Projects included the setup of all the internal infrastructure including IT, building our brand and marketing as well as substantially increasing our client base Achievements : Due to great customers relationships, I have grown the client book to almost 3 times the initial book with a very small drop off of rate. 1. Leadership Conducting firm’s strategic planning process to refine the firm’s mission, vision and values and assess it’s current state; Evaluating and overseeing all business expansion opportunities, including merger and acquisition opportunities; Setting of business goals and directing resources to attain these firm goals Assisting direct reports with setting and meeting their goals; 2. Human Resources Approving and interviewing of all possible new hires, promotions and any disciplinary action, including firing of employees; Managing of all training office requirements including annual site visits and communications with SAIPA and trainees 3. Marketing Developing of relationships to cultivate healthy business relationships and referral systems Representing the firm at events and firm functions to promote the firm and services offered Assisting with preparation of marketing and sales material 4. Sales Performing of presentations where needed Reviewing all prospective clients to ensure good fit and accept clients; Reviewing and approving all proposals to clients. 5. Client Service Managing of the firm’s clients expectations; Handling escalated client concerns as warranted; 6. Risk Management Ensuring the firm is protected against risk including managing the firm’s insurance and legal interface. 7. Continued professional Development / Technical updates Ensuring that technical updates are deployed throughout the practice 8. Internal controls / practice management Review, design and implementation of internal systems and controls ensuring the practice remains fully functional while being effective and profitable.
Business Matters NorthBusiness Matters Networking group
Feb. 2010 - Jan. 2012Cape Town Area, South AfricaBusiness Breakfast is a networking group with a difference. This group is a way to network and generate business tapping into each others networks. This group is a not for profit organisation and I was part of the managing committee during my period with them.
National Safe CompanyFinancial Manager
Jul. 2009 - Jun. 2013Cape Town• Conduct the full financial accounting and control function. • Managed 3rd party relationship that included the Receiver of Revenue, Finance houses. • Managed the relationship between inter group companies • Preparation of monthly packs for presentation to board • Analyse financial records. • Assist in decision-making on the financial and business viability of new, and existing, projects and programs.
BEE Verification AgencyVerification Analyst
Jan. 2009 - Aug. 2015Cape Town Area, South AfricaAs a Verification Analyst I need to have an understanding of the BBBEE codes in order to perform my duties as a verification agent. I engage with clients to obtain the relevant information needed to verify and ultimately support the BEE certificate issued. All client information is kept confidential.
BoxsmartSales representative
Apr. 2008 - Jun. 2009There was a need for assistance in the QSE market. Guy Tailor and Alexander Sonne developed a product that will assist with this section in the market.
Wesson Bothma Registered AccountantsManaging Partner
Jul. 2004 - Jan. 2010Plattekloof, Cape TownAs managing partner my responsibilities included: 1. Leadership Evaluating and overseeing all business expansion opportunities, including merger and acquisition opportunities; Setting of business goals and directing resources to attain these firm goals Assisting direct reports with setting and meeting their goals; 2. Human Resources Approving and interviewing of all possible new hires, promotions and any disciplinary action, including firing of employees; Managing of all training office requirements including annual site visits and communications with SAIPA and trainees 3. Marketing Developing of relationships to cultivate healthy business relationships and referral systems Representing the firm at events and firm functions to promote the firm and services offered Seeking avenues to market the firm Assisting with preparation of marketing and sales material 4. Sales Performing of presentation where needed Reviewing all prospective clients to ensure good fit and accept clients; Reviewing and approving all proposals to clients. 5. Client Service Managing of the firm’s clients expectations; Handling escalated client concerns as warranted; 6. Risk Management Ensuring the firm is protected against risk including managing the firm’s insurance and legal interface.
NexiaAudit Senior
Jan. 1996 - Jun. 2004Ensures successful completion of assigned audit engagements, from start to finish, inclusive of preplanning and wrap up activities. Depending on assigned engagement I reported to one of firms partners directly or audit managers where applicable. I managed and directed daily activities of more junior staff assigned on audits engagements and I assisted with on the job training of staff assigned to me. I communicated risks identified with Audit partner or manager to ensure any potential concerns are addressed in a timely and effective manner.
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