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Dani Van Vuuren CFP®

Dani Van Vuuren CFP®

Paraplanner intern

Followers of Dani Van Vuuren CFP®4000 followers
location of Dani Van Vuuren CFP®Dubai, United Arab Emirates

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  • Timeline

  • About me

    Business Development Manager | Specialized consulting in international trust & company structuring and foreign residency services | Sovereign Trust (SA)

  • Education

    • St. Michael's School for Girls

      2013 - 2014
      Matriculated

    • University of the Free State

      -
      Bachelor of Law Financial Planning Law

    • University of the Free State

      2018 - 2019
      Postgraduate Diploma Financial Planning Law

    • University of the Free State | Universiteit van die Vrystaat

      2015 - 2017
      Bachelor's degree Financial Planning Law

  • Experience

    • Momentum

      Feb 2018 - Aug 2018
      Paraplanner intern

    • Momentum Trust

      Sept 2018 - Sept 2020
      Wills Consultant

    • Momentum Trust

      Sept 2020 - Jul 2022
      Business Development Consultant

    • The Sovereign Group

      Jul 2022 - now
      Business Development Manager

  • Licenses & Certifications

    • Member of FISA

      Fiduciary Institute of Southern Africa
      Feb 2020

    • RE 5

      Moonstone Compliance & Risk Management
      Apr 2021

    • Certified Financial Planner (CFP)

      The Financial Planning Institute - SA
      Aug 2022

    • Member of the FPI

      The Financial Planning Institute - SA
      Jan 2018