
Timeline
About me
Chartered Financial Planner at Origen Financial Services
Education

Chartered insurance institute
2011 -Fellowship financial planning and servicesMy qualifications include:FellowshipAdvanced Diploma in Financial PlanningDiploma in Regulated Financial PlanningCertificate in Discretionary Investment ManagementAward in Pensions UpdateCertificate in Pension Transfer AdviceCertificate in Life & PensionsAward in Long Term Care InsuranceMy exam passes: (R01) Financial services, regulation and ethics(R02) Investment principles and risk(R03) Personal taxation(R04) Pensions and… Show more My qualifications include:FellowshipAdvanced Diploma in Financial PlanningDiploma in Regulated Financial PlanningCertificate in Discretionary Investment ManagementAward in Pensions UpdateCertificate in Pension Transfer AdviceCertificate in Life & PensionsAward in Long Term Care InsuranceMy exam passes: (R01) Financial services, regulation and ethics(R02) Investment principles and risk(R03) Personal taxation(R04) Pensions and retirement planning(R05) Financial protection(R06) Financial planning practice(R08) Pensions update(AF1) Taxation and trusts(AF2) Business financial planning(AF3) Pension planning(AF5) Financial Planning Process(AF7) Pension Transfers(CF8) Long term care insurance(J02) Trust(J03) The tax and legal aspects of business. (J05) Pension income options(J10) Discretionary investment management(FA2) Pensions administration Show less
Experience

Origen financial services
Feb 2009 - nowChartered financial planner
Licenses & Certifications

Fpfs
Chartered insurance instituteAug 2020
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