Aron Samuels, CFP®

Aron Samuels, CFP®

Independent Financial Advisor

Followers of Aron Samuels, CFP®3000 followers
location of Aron Samuels, CFP®City of Cape Town, Western Cape, South Africa

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  • Timeline

  • About me

    Financial Planner at Woodland Wealth| Personal finance creator | Speaker

  • Education

    • Paul Roos Gymnasium

      -
      Matric
    • University of Stellenbosch

      -
      BA Law
    • University of the Western Cape

      2012 - 2016
      Bcom Law Law and Financial Planning
    • Stellenbosch Business School

      2017 - 2018
      Postgraduate Diploma in Financial Planning Financial Planning
  • Experience

    • Finfocus Financial Planners

      Jun 2016 - Apr 2018
      Independent Financial Advisor
    • PPS

      May 2018 - Jul 2022
      • Financial Advisor

        May 2021 - Jul 2022
      • Broker Consultant/ Life Specialist

        May 2018 - Apr 2021
    • The Wealth Coach

      Dec 2021 - Feb 2024
      Founder | Personal Finance Content Creator | Speaker
    • Woodland Wealth

      Aug 2022 - now
      • Financial Planner

        Mar 2024 - now
      • Financial Planning - Support Advisor

        Aug 2022 - Apr 2024
  • Licenses & Certifications

    • Working and Collaborating Online

      LinkedIn
      Oct 2021
      View certificate certificate
    • Digital Networking Strategies

      LinkedIn
      Dec 2021
      View certificate certificate
    • LinkedIn Creator Posting Strategy

      LinkedIn
      Jul 2022
      View certificate certificate
    • Certified Financial Planner (CFP)

      The Financial Planning Institute SA
      Jun 2024
    • Productivity Tips: Finding Your Productive Mindset

      LinkedIn
      Apr 2020
      View certificate certificate
    • Thriving @ Work: Leveraging the Connection between Well-Being and Productivity

      LinkedIn
      Apr 2020
      View certificate certificate
    • Working with Computers and Devices

      LinkedIn
      Oct 2021
      View certificate certificate
    • RE5

      Moonstone Compliance & Risk Management
      Oct 2016
  • Volunteer Experience

    • Facilitator

      Issued by CLASI
      CLASIAssociated with Aron Samuels, CFP®