Available to hire
I am a results-driven financial planning and operations professional with extensive experience leading governance, compliance, risk management, and client relationship initiatives in the financial advisory space. I enjoy building efficient teams, aligning operations with client goals, and driving data-driven decisions that enhance stability and growth.
My work blends strategic planning with hands-on delivery, including governance, ESG considerations, and cross-functional collaboration to implement sustainable solutions and improve client outcomes.
Experience Level
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
Language
English
Fluent
Afrikaans
Advanced
Work Experience
Practice Manager
January 1, 2024 - PresentOversee financial advisory operations, ensuring alignment with client goals and regulatory standards. Lead offshore and remote team leadership, CRM and data governance initiatives, risk management, governance, and process optimization within the practice.
Executive Support & Office Operations
January 1, 2017 - January 1, 2024Supported executives with scheduling, office operations, client relationships, and governance activities. Managed risk identification, workflow design, and cross-functional collaboration to optimize performance.
Client Services / Trustee & MANCO Meetings at Hollard Insurance
January 1, 2012 - December 31, 2012Managed client queries, policy updates, and renewals. Coordinated Trustee and MANCO meetings, prepared minutes, and monitored action tracking. Provided operational oversight of provident and pension funds, ensuring governance and regulatory compliance.
Education
Bachelor of Commerce - Finance and Accounting at Varsity College
January 11, 2030 - January 28, 2026Bachelor of Science - Mechanical Engineering at University of Witwatersrand
January 11, 2030 - January 28, 2026Qualifications
CAMS Certification
January 11, 2030 - January 28, 2026Industry Experience
Financial Services, Professional Services, Education
Experience Level
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
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