Jannie Smit

Jannie Smit

Client Portfolio Manager

Followers of Jannie Smit254 followers
location of Jannie SmitCity of Cape Town, Western Cape, South Africa

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  • Timeline

  • About me

    Client Portfolio Manager at Investonline

  • Education

    • Milpark Education - School of Financial Planning and Insurance

      2022 - 2023
      Advanced Certificate in Financial Planning Financial Planning and Services
    • Milpark Education - School of Financial Planning and Insurance

      2019 - 2021
      Higher Certificate in Financial Planning Financial Planning and Services
  • Experience

    • Investonline

      Jul 2015 - now
      Client Portfolio Manager

      Investonline launched in 2009 to provide independent investment advice through an online platform at significantly lower fees than the industry average.Today, the company has added a string of additional financial planning services to its suite of products. From a platform of top performing unit trusts, a bespoke fund of funds, retirement and living annuities, to holistic financial planning solutions, all of which are provided by a committed team that works hard to offer all clients the best financial solutions available. Our recommended investment portfolios have produced consistent returns well above the industry average over the last seven years and have resulted in a strong, loyal and satisfied client body. Show less

  • Licenses & Certifications

    • RE5

      Moonstone Business School of Excellence
      Jul 2016
      View certificate certificate
    • Social Media Marketing: Strategy and Optimization

      LinkedIn
      May 2020
      View certificate certificate
    • Managing Your Finances in a Financial Downturn

      LinkedIn
      Jun 2022
      View certificate certificate
    • Higher Certificate in Financial Planning

      Milpark Education - School of Financial Planning and Insurance
      Jul 2021
    • Investment Evaluation

      LinkedIn
      Jun 2021
      View certificate certificate
    • Class of Business: Retirement, Insurance and Financial Planning

      Moonstone Business School of Excellence
      Jan 2020
      View certificate certificate