With over four decades of experience in the financial sector, my career began in 1985 at Santam Bank, followed by a seamless transition to Sanlam in 1986. In 1995, I made the strategic decision to move into independent advisory services—a step that ultimately led to my pivotal role as a founding member of ACS when the firm was established in 1997.
Experience Highlights
- Financial Adviser, ACS (1997 – Present):
As a founding member of ACS, I have played an instrumental role in shaping the firm’s direction over the past 27 years. Drawing on extensive industry expertise, I specialise in Managed Investments and comprehensive Financial Planning. I am deeply committed to fostering strong, lasting client relationships that form the cornerstone of the ACS philosophy.
Education
- B.Com in Financial Management and Marketing — University of South Africa
- Certified Financial Planner® (CFP®): Completed a Postgraduate Diploma in Financial Planning at the University of the Free State, reflecting my unwavering dedication to professional excellence.