Dayne Mc Laughlin FSA™

Dayne Mc Laughlin FSA™

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location of Dayne Mc Laughlin FSA™City of Cape Town, Western Cape, South Africa

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  • Timeline

  • About me

    Senior Employee Benefits Consultant

  • Education

    • Milpark Business School

      2014 - 2015
      Advanced Certificate in Financial Planning Finance NQF Level 6
    • Milpark Business School

      2013 - 2014
      NQF Level 5 Finance Higher Certificate in Financial Planning
    • St Davids Marist Inanda

      1994 - 2007
      High School Schooling Matric
    • Graduate School of Business - University of Cape Town

      2023 - 2023
      Programme for Management Development NQF 7
  • Experience

    • Alexander Forbes

      Mar 2010 - now

      Duties:• 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 - now
      • Junior Board Member

        Apr 2016 - Apr 2017
      • Individula Financial advisory intermediary services

        Dec 2011 - Feb 2013
      • Retirement Fund Administrator

        Mar 2010 - Dec 2011
  • Licenses & Certifications

    • Certificate in Financial Planning (NQF Level 5)

      Milpark Education
      Feb 2013
    • Advanced Certificate in Financial Planning (NQF Level 6) SAQA no. 62795

      Milpark Education
      Jun 2015
    • Level I FAIS Regulatory Exam - RE 5

      Financial Services Board
      Aug 2013