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Geran Steyn CFP®

Observatory Cafe

443 followers

City of Cape Town, Western Cape, South Africa

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Timeline
About me
Client Portfolio Manager at Investonline
Education
- Outeniqua High
  2004 - 2004
  Matric Certificate
- Milpark Education - School of Financial Planning and Insurance
  2018 - 2019
  Advanced Certificate in Financial Planning Financial Planning and Services NQF 6
- Milpark Education - School of Financial Planning and Insurance
  -
  Higher Certificate in Financial Planning Financial Planning and Services NQF 5
- University of the Free State
  2021 - 2021
  Post Graduate Diploma in Financial Planning Financial Planning and Services
Experience
- Observatory Cafe
  Feb 2010 - Jun 2010
  Observatory Cafe
  Front-of-house team member within one of Cape Town's kitch and alternative Theatre cafe's.
- National Sea Rescue
  Jul 2010 - Jul 2013
  Marketer
  I work within a high-performance and dedicated team of fundraisers as part of a diversified marketing operation. I hold individual and collective responsibility to exceed ambitious fundraising sales targets, for the ultimate benefit of people in peril at sea.
- Investonline
  Aug 2013 - now
  Client Portfolio Manager
  Investonline.co.za is an online investment specialist company combining over 20 years of independent advice experience with the lowest fees structure in our industry.
Licenses & Certifications
- FAIS Competent by FPI
- Certified Financial Planner (CFP)
  The Financial Planning Institute SA
  Mar 2023
Volunteer Experience
- Bass vocalist
  Issued by Africa Voices on Jan 2012
  Associated with Geran Steyn CFP®
- Bass Guitarist
  Issued by Barmoeder Gevoel on Feb 2010
  Associated with Geran Steyn CFP®