I have always had a passion for helping people and working in the financial industry I started my career as a financial advisor with Upstream Financial Services Pty Ltd, an affiliate of Liberty Life based in Cape Town, in September 2005, who merged with the Hereford Group in November 2018
Over more than a decade I have built a successful financial practice with friends who became clients, and clients who became friends all with the view of a long term client relationship I obtained my Post Graduate Diploma in Financial Planning Law, allowing me to become a CERTIFIED FINANCIAL PLANNER® in 2011.