Company– Finsbury Associates

Years of relevant experience– 10

Types of products offered– Financial Planning, Inheritance Tax planning, Lump Sum Investments, Retirement Planning, Wealth Management

Professional Qualifications*– Post Graduate Diploma in Financial Planning (CFP)

Member of– Financial Planning Institute of South Africa – which in turn is affiliated with the Financial Planning Standards Board (FPSB)

Interests– Travelling, Surfing and spending time with my family

Nationality– South Africa

A brief note–At Finsbury Associates we strive to be the experts in the field of Financial Planning for South African Expats living and working in the UAE. With over 10 years’ experience as a Financial Planning Professional in South Africa I follow a holistic financial planning approach specifically tailored to the South African Expat. Covering different jurisdictions, applying tax knowledge and focusing on protection and asset management we provide the full scope of financial services that a South African Expat may need. We also provide planning & advice on South African held assets including investments, policies, pension & retirement funds. I am also fluent in Afrikaans and able to assist the Afrikaans speaking community in the UAE.

Achievements– Certified Financial Planner & Member of the Financial Planning Institute of South Africa(Financial Planning Standards Board Affiliate)

University– University of Stellenbosch, South Africa