Certified Financial Planner & Registered Tax Practitioner. I help clients identify and achieve life goals while building and protecting wealth in a tax efficient manner since 2010. I completed my B.Com Finance degree in 2009, my honours degree in finance in 2012, and completed my postgraduate diploma (Financial Planning) in 2014 while working as a Senior Fund Accountant at Maitland Group for just over 4 years. Before that I worked for PPS and briefly Moore Stephens, now called Moore Cape Town Inc. I have been with Old Mutual since November 2014.