ABOUT ME

 

I am a Director and active representative of Finzo Financial Services (Pty) Ltd. I meet the fit and proper requirements prescribed by the Financial Advisory and Intermediary Services Act to render financial services.

​

I am passionate about making a measurable impact on my client’s financial sustainability and independence. It is my goal to ensure that my clients needs and objectives are addressed, by following a holistic and objective financial planning approach. I can offer my clients financial products from numerous reputable providers, making me capable of offering tailored financial solutions to meet each and every client’s individual needs.

​

I believe in a client centric approach where my primary concern is giving exceptional advice, personalised after sales service and building long-term business relationships with my clients.

​

​

QUALIFICATIONS

​

• Bachelors of Commerce Degree (General).

• Bachelors of Commerce Honours Degree in Business Management.

• RE5 – Regulated Examination for Representative.

• I continuously take part in industry related training for my professional development.

​

​

FIELDS OF EXPERTISE 

​​

• Personal Short-term Insurance.

• Commercial Short-term Insurance.

• Life, Disability and Severe Illness Cover.

• Investment Planning.

• Medical Aid & Gap Cover.

​