What training and/or membership affiliations do you have that relates to your work?Postgraduate Diploma Financial Planning NQF8
Regulatory Examinations 1 and 5
Describe a recent project that you have completed.Personal Financial Management for client to help them take control over their finances.
Drawing up of budget to help manage debt and create emergency fund.
Eventually once debt was under control, put a savings system in place.
Who are some of your customers and can you provide traceable references?I deal mainly with individual clients, due to confidentiality, since i deal with personal financial statements and cash flows, i am unable to share their details.
However, reviews from clients will be available soon.
I also have some corporate clients, who i will also request a review from.
Do you provide any guarantee of your workmanship and/or services. If yes, please share the details here.There are guarantees available on specific products, this can be discussed as it is based on each individual's risk analyses and needs.