I have 33 years experience in financial planning as well as the recruitment, vesting, management, coaching and mentoring of financial planners. I have had extensive exposure to agency, franchise, broker and bank assurance environments.
My top 5 strengths as measured by the Clifton StrenghtsFinder are: Strategy, Achiever, Connectedness, Relator, Maximizer.
My passion in the industry is financial planning done professionally, training, legal and technical work, research and management. I feel very strongly that I have a significant contribution to make to an industry which is still coming to grips with changing from a sales driven model to an advice / consultation model.
My experience is in the area of financial planning, the recruitment and management of financial planners, legal and technical work as well as training and development in the financial services industry. In addition to being a financial planner and manager I have worked as a trainer in financial planning since February 2003. I have done work for Absa Insurance and Financial Advisers, PSG Consult Academy, Standard Bank, the FPI, Liberty Life, Discovery, FFG Financial Consultants, University of Johannesburg and Prior Learning Centre.
I have very good facilitation and presentation skills and am good at public speaking. My management skills are very well developed. My knowledge of personal development is above average. I have owned and managed my own businesses in the past, gaining valuable experience in the process and have sales experience. My communication style is very versatile i.e. I can adapt my style with ease.
People find me trustworthy and believable. I am a subject matter expert in financial planning and well respected in the industry. I have good interpersonal and communication skills. I have an analytical mind with a results driven personality. I have excellent reading, writing and speaking skills, in both Afrikaans and English