
Dayne Mc Laughlin FSA™

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About me
Senior Employee Benefits Consultant
Education

Milpark Business School
2014 - 2015Advanced Certificate in Financial Planning Finance NQF Level 6
Milpark Business School
2013 - 2014NQF Level 5 Finance Higher Certificate in Financial Planning
St Davids Marist Inanda
1994 - 2007High School Schooling Matric
Graduate School of Business - University of Cape Town
2023 - 2023Programme for Management Development NQF 7
Experience

Alexander Forbes
Mar 2010 - nowDuties:• Senior consultant to a large portfolio of clients by providing them with employee benefit consulting services with a view to retaining and growing the business relationship • Administration – dealing with the process and application of section 197 transfers in and out of the Alexander Forbes Retirement fund.• Monitoring of fees • Budgets and targets • Financial Management• Client Relationship• Trustee Meetings• Facilitating and co-ordinating internal departments to ensure that all aspects of the fund are run in accordance with the relevant legislative framework.• Management and development of self and others• Designing, implementation and monitoring of employee benefits arrangements. • Link between critical stakeholder such as the employer, the management committee, members, the administrator and trustees. . Show less
Senior Consultant
Mar 2013 - nowJunior Board Member
Apr 2016 - Apr 2017Individula Financial advisory intermediary services
Dec 2011 - Feb 2013Retirement Fund Administrator
Mar 2010 - Dec 2011
Licenses & Certifications

Certificate in Financial Planning (NQF Level 5)
Milpark EducationFeb 2013
Advanced Certificate in Financial Planning (NQF Level 6) SAQA no. 62795
Milpark EducationJun 2015
Level I FAIS Regulatory Exam - RE 5
Financial Services BoardAug 2013
Languages
- enEnglish
- afAfrikaans
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