Get To Know Me

I am a people-focused Human Relations and Practice Manager with over a decade of experience in the financial services industry. Since 2013, I have worked closely with advisers, clients, leadership, and support teams to build high-performing practices rooted in strong compliance, efficient operations, and a positive workplace culture. I’m passionate about supporting advisers so they can focus on what they do best – serving their clients – while knowing they have a caring, organised, and capable team behind them. Known for being friendly, empathetic, and supportive, I believe that when people feel valued and supported, great businesses grow.

How I Help My Clients

  • Compliance & Governance Support
  • Operational & Administrative Oversight
  • Adviser Support & Enablement
  • Human Relations & Team Leadership
  • Practice & People Management

Areas of Expertise

  • People Management & Staff Development
  • Compliance (FAIS, POPIA, practice governance)
  • Practice Operations & Workflow Optimisation
  • Training & Performance Management
  • Adviser and Client Query Resolution
  • Process Implementation & Continuous Improvement

Qualifications

  • Grade 12 Certificate
  • Certificate in Financial Planning 1 (Sanlam)
  • Certificate in Financial Planning 2 Estates (Sanlam)
  • Certificate in Double Your Productivity (Udemy)
  • Certificate in Customer Service to Customer Relationship Management (Udemy)
  • Certificate in ChatGPT Marketing (Udemy)

Awards & Recognitions

  • Servant Leadership of the Year 2023 Award

Things I Like To Do

In my personal time, I enjoy listening to music, spending quality time with my family, and unwinding at home with a good series or movie. I love the outdoors, especially bush camping, and have a deep appreciation for animals. These moments help me recharge and stay grounded.

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