I’m a seasoned financial advisor and operational leader with over 9 years of experience in financial services, specializing in investment and retirement planning, estate structuring, and tax efficiency. I also oversee operations, HR, budgeting, and compliance.
My background spans business development, risk planning, and brokerage management, having worked with leading firms in South Africa. I thrive on building client trust, driving revenue, and delivering strategic financial solutions.
Let’s connect if you’re looking to collaborate in financial strategy, advisory partnerships, or succession planningMore...