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Jannie Smit

Client Portfolio Manager

254 followers

City of Cape Town, Western Cape, South Africa

Connect with Jannie Smit to Send Message

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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
- Social Media Marketing: Strategy and Optimization
  LinkedIn
  May 2020
  View certificate
- Managing Your Finances in a Financial Downturn
  LinkedIn
  Jun 2022
  View certificate
- Higher Certificate in Financial Planning
  Milpark Education - School of Financial Planning and Insurance
  Jul 2021
- Investment Evaluation
  LinkedIn
  Jun 2021
  View certificate
- Class of Business: Retirement, Insurance and Financial Planning
  Moonstone Business School of Excellence
  Jan 2020
  View certificate