
An advocate for the financial planning profession
Keynote
I stumbled into financial planning, like many in South Africa, unexpectedly. Over twenty-five years ago, while on the track to becoming a Chartered Accountant, I applied for what I thought was an accounting role, only to discover it was a service clerk position at an insurer—this serendipitous moment sparked my enduring passion for financial services.
I switched my accounting studies to one focused towards achieving the esteemed CFP® designation. I have taken on diverse roles throughout my career—from telephone sales and personal assistant to administration manager, tied financial adviser, paraplanner, and lecturer. I also had the privilege of running my own financial planning practice.
Before departing The Financial Planning Institute in November 2022, I served as the Head of the Policy Division for nine enriching years. In this role, I relished engaging with members and advocating for their interests with regulators and policymakers.
My personal mission is to elevate financial planning to the stature of a recognised profession. In my current consulting role, I guide financial planning firms in their evolution towards this goal.
When I’m not championing the cause of financial planning professionalism, I enjoy spending time with my wife and two daughters. I delight in driving them crazy with my dad jokes and relish every opportunity to explore the great outdoors.
Keynotes
Financial Planning Trends –
Join us for an insightful keynote exploring the latest trends in financial planning! Discover how regulatory shifts, technological advancements, changing consumer behaviours, diversity and inclusion initiatives, and the evolving operating environment are shaping the future of our profession. Gain actionable insights to navigate these trends and elevate your practice. Do not miss this opportunity to stay ahead in the dynamic world of financial services!
Compliance by the client not by the book –
Unlock the power of compliance as a business advantage in our dynamic financial landscape! Join us for an engaging talk as we explore how to transform the traditional view of compliance from a burden to an opportunity. Learn practical strategies to leverage compliance as a strategic tool to enhance operational efficiency, strengthen client trust, and drive business growth. Discover how embracing compliance can propel your firm forward in an increasingly regulated environment. Do not miss this session to revolutionize your approach to compliance and elevate your business.