Volunteer Bio
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I have been in the Financial Planning industry for over 10 years and I am currently the Practice Manager at BDO Wealth Advisers (Pty) Ltd.
Our entire team consists of 53 individuals: Financial Planners, Employee Benefits Consultants, Healthcare Consultants, Assistant Financial Planners, Employee Benefits/Wealth/Trust/Cash Management Administrators, Trust Officers, Deceased Estate Specialists and Legal Advisers.
My focus within the business is mainly on business processes, technology used within the business, and compliance. I am also involved in client liaison, events, promoting our corporate brand, and management information and data.
In short, I ensure that the team can perform to the best of their ability by ensuring that we have the software, systems, processes and policies in place to ensure they can service our clients to the best of their ability - while remaining compliant with legislation and regulations.