Talk to sales Try for Free
Shane Lawrence CFA, CFP(R)

Shane Lawrence CFA, CFP(R)

Consultant

Followers of Shane Lawrence CFA, CFP(R)2000 followers
location of Shane Lawrence CFA, CFP(R)City of Cape Town, Western Cape, South Africa

Connect with Shane Lawrence CFA, CFP(R) to Send Message

Connect

Connect with Shane Lawrence CFA, CFP(R) to Send Message

Connect

  • Timeline

  • About me

    Portfolio Manager at Private Clients by Old Mutual Wealth

  • Education

    • CFA

      -
      CFA Charterholder

    • The Financial planning institute

      2010 - 2010
      Certified Financial Planner Financial Planning and Services

    • University of South Africa/Universiteit van Suid-Afrika

      2009 - 2009
      Programme in Investment Analysis and Portfolio Management Investments and Securities

    • Stellenbosch University/Universiteit Stellenbosch

      2010 - 2010
      Post graduate diploma in financial planning Financial Planning and Services

  • Experience

    • Old Mutual Investment Frontiers

      Jan 1999 - Jan 2003
      Consultant

    • Old Mutual Fairbairn Capital

      Jan 2003 - Jan 2006
      Client Relationship Manager

    • Old Mutual Fairbairn Capital

      Jan 2007 - Dec 2012
      Senior Investment Specialist

    • Old Mutual Wealth

      Jan 2013 - Mar 2016
      Business Development Investment Specialist

    • Private Clients by Old Mutual Wealth

      Apr 2016 - now
      Portfolio Manager

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      The Financial Planning Institute - SA
      Mar 2011

    • Chartered Financial Analyst (CFA)

      CFA Institute
      View certificate certificate

    • Certified Financial Planner (CFP)

      Financial Planning Standards Board Ltd.