
Timeline
About me
Regional Manager OMI and Head of National PFA Tied Offshore Strategic Relationships
Education
University of south africa
2004 - 2005Bachelor of commerce (b.com.) economics and marketingWesterford high school
1995 - 1999Matric certificate exemptionActivities and Societies: Tennis, Rugby, Cricket, MSA (Muslim Students Association), RALI (Leadership Initiative)
Gibs business school (gordon institute of business science)
2019 - 2019Postgraduate degree business administration and management, general cum laudeThe Old Mutual Foundation Management Development Programme 2019 is equivalent to the GIBSCertificate in Foundation Management Development Programme. The Foundation Management Development Programme isregistered with the South African Qualifications Authority (Qualification ID: 67249), Pre-2009 NQF Level: 5, with 120 credits.
University of the free state/universiteit van die vrystaat
2014 - 2014Postgraduate diploma in financial planning lawUniversity of cape town
2000 - 2004Bachelor of commerce (b.com.) accountingActivities and Societies: Tennis
Experience
Stanlib
Mar 2007 - Nov 2010Business distribution of Liberty and Stanlib Investment products across Liberty Agents and Liberty Entrepreneurs (previously known as Liberty Franchise) in the “Top Tier” of Financial Advisors throughout the Western Cape Region.The role includes building new relationships with Tied Financial Advisors, increasing net business flows and promoting the company brand and image through aggressive marketing and adding value to the Financial advisor’s business through Investment knowledge and training. Show less
Investment Consultant (Priority Suite)
Apr 2008 - Nov 2010Investment Specialist
Mar 2007 - Mar 2008
Liberty group
Dec 2010 - Feb 2012Western cape tied investment specialistBusiness development of Liberty and Stanlib Investment products across TIED Liberty agency branches and Entrepreneur branches housing approximately 250 established Financial Advisors across the Western Cape including George region.The role includes developing Financial Advisors and growing assets under management, increasing net business flows and promoting the company brand and image. Aiding and supporting the investment product development team and portfolio managers to focus on the management of funds whilst developing distribution strategies to increase awareness and retain business. Show less
Liberty investments
Mar 2012 - Dec 2013Wc regional business development manager – retail strategy and executionBusiness development of Liberty Investment products and portfolios across the Western Cape and Northern Cape regions. Channels of distribution and responsibility include Broker Division (IFA), Broker Branch Franchises (BBF – IFA), Banks and Multi-TIED (Nedbank, FNB, ABSA), TIED Liberty Agency branches, Entrepreneur branches and SBFC (Standard Bank Financial Consultants).The role includes managing and developing Liberty and Standard Bank’s regional managers, branch managers, broker consultants, investment specialists and Financial Advisors across relevant channels in the Western Cape. Growing assets under management, increasing net business product and portfolio flows and promoting the company brand and image are key. Aiding and supporting the Liberty investment product development team and portfolio managers to focus on the management of funds whilst developing distribution strategies to increase awareness and retain business. Show less
Old mutual international
Jan 2014 - nowWC Manager OMI and Head of National PFA Tied Offshore Strategic Relationships
Aug 2024 - nowRegional Manager - Offshore Investment Specialist
Jan 2014 - Aug 2024
Licenses & Certifications
Re 5: representative, financial planning and services
Moonstone compliance & risk managementJan 2015
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