An experienced EE candidate who holds a Bachelor of Economics and a Post Graduate Diploma in Financial Planning.
She started her career within Financial Services in 2009 holding various roles until she started her current role in 2015 as an Investment Consultant. Her current duties include building and maintaining relationships with IFA’s, updating and giving them insight into Fund Performances, identifying trends within the industry and gathering competitor intelligence to enable them to remain competitive. She has had exposure to Asset Allocation Funds, Multi-Manager Fund of Funds (both active and passive), Cash and Income Funds, Global Funds, Global Feeder Funds and Specialist Mandate Funds.
She is currently in the Retail space and has expressed interested in moving into Institutional.
Please email firstname.lastname@example.org should you wish to meet her on an exploratory basis or call us at 021 419 4800.