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Charleen Van Emmenis, CFP®

Charleen Van Emmenis, CFP®

Business Development Administrator

Followers of Charleen Van Emmenis, CFP®1000 followers
location of Charleen Van Emmenis, CFP®KwaZulu-Natal, South Africa

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  • Timeline

  • About me

    Certified Financial Planner

  • Education

    • University of South Africa/Universiteit van Suid-Afrika

      2011 - 2013
      Finance and Financial Management Services

    • Milpark Education - School of Financial Planning and Insurance

      2017 - 2018
      Post Graduate Diploma in Financial Planning

    • Dale Carnegie Training

      2010 - 2010
      Course

  • Experience

    • Musgrave Financial Services CC

      Jul 2002 - Feb 2005
      Business Development Administrator

    • Sirius Financial Navigation (Pty) Ltd

      Mar 2005 - Aug 2007
      Business Development Executive

    • LPJ Financial Services (Pty) Ltd

      Sept 2007 - Dec 2012
      Financial Planner

    • PKF Wealth / Steward Capital

      Jan 2013 - Dec 2019
      Investment Planner

    • Momentum Investments

      Jan 2020 - May 2024
      Investment Consultant

    • Masthead Financial Planning

      Jun 2024 - now
      Corporate Wealth Manager / Director

  • Licenses & Certifications

    • SPIN Selling

      Huthwaite International

    • CFP® Certification - Global Excellence in Financial Planning

      The Financial Planning Institute SA
      Jan 2025
      View certificate certificate

    • FSCA Regulatory Exam 1 (Key Individual)

      Moonstone Information Refinery

    • CFP® Certification - Global Excellence in Financial Planning

      The Financial Planning Institute SA
      Jan 2025
      View certificate certificate

    • FSCA Regulatory Exam 3 (Representative)

      Moonstone Information Refinery