Financial Adviser | Liberty Group Limited
Cape Town | 1991 - present

Accounting, Banking and Finance

I was educated at SACS in Cape Town and then furthered my studies in the hospitality industry, developing a strong hands on approach in customer services. I have been representing the Liberty Life Group in the marketing of their innovative range of life assurance and investment products since April 1991.

I am a member of the Financial Planning Institute and have completed the 3 year Diploma in Personal Financial Management. I am a Registered Financial Planning consultant. I have a IQA (International Quality Award) in recognition of quality life underwriting service to the public as evidenced by an excellent record of maintaining in force and extending the benefits of life assurance.

Clients are given the opportunity of fully assessing their financial situation through an in-depth Financial Needs Analysis using Liberty's Blueprint software program, without any obligation. My business has grown fourfold in the midst of a rapidly changing financial market. As such I am a "Product of my Product" and practice what I preach.

I provide LSM (Lump Sum Money) to families, individuals and businesses in the form of..........

PROTECTING YOUR ASSETS

Family security
Healty Care
Income protection
Dread disease cover
Buy and Sell Partnership cover

CREATING WEALTH FOR YOU

Compulsory savings
Children's education planning
Bond cancellation planning
Retirement planning
Corporate retirement planning
Tax savings planning

Financial Adviser | Liberty Life Group
1991 - present

Accounting, Banking and Finance

SACS, Cape Town (1979)

University of Stellenbosch Business School

Cape Town | 2011 - 2011

RFP - Registered Financial Planner

Registered Financial Planner with The Financial Planning Institute of Southern Africa. National Certificate in Wealth Management - NQF Level 5.

Liberty Life

Johannesburg | 1992 - 1995

DPFM - Diploma Personal Financial Management

I specialized in Retirement Planning, Investment, Personal Protection, Business Assurance, Estate Planning and Health Care.

University of the Witwatersrand

Johannesburg | 1982 - 1985

Dip.Hotel. Mgt - Hotel Management

I worked in Food and Beverage Management in 9 Southern Sun hotels across South Africa.

Dip Hotel.Mgt (Diploma Hotel Management) | Witwatesrand University | 1985

RFP (Registered Financial Planner) | University Stellenbosch | 2009

DPFM (Diploma Personal Financial Management) | Liberty Life | 1995

20 year long service award | Liberty Life | 2011

S.A. & W.P. Action Cricket | 2003

South African Tennis

I represented South Africa in the 2002 world Over 40 Tennis championship.