What training and/or membership affiliations do you have that relates to your work?I am fully FAIS accredited and also have my RE5 qualification.
Describe a recent project that you have completed.I recently completed a project where I conducted financial needs analyses for multiple clients. This is a daily responsibility, where I assess each client's financial situation and goals. Based on this analysis, I recommend suitable products that align with their specific needs and affordability. The focus is on providing solutions that meet both short-term requirements and long-term financial stability.
Who are some of your customers and can you provide traceable references?I typically service more affluent clients, focusing on professionals. Along with providing tailored financial solutions, I prioritize financial literacy to ensure clients fully understand the products and strategies we implement. While I respect client confidentiality, I can provide traceable references upon request, subject to the necessary permissions.
Do you provide any guarantee of your workmanship and/or services. If yes, please share the details here.As an insurance financial advisor, I ensure that all advice and product recommendations are based on thorough financial needs analyses tailored to each client's goals. While specific outcomes cannot be guaranteed, my services are fully compliant with FAIS regulations and industry standards. I prioritize professional, ethical service, providing clients with peace of mind and accountability throughout the advisory process.