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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Insights and Education

Stay informed with articles, guides, and perspectives from the Firebird team

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A life cover calculator is a great first step, but your financial life is too complex to be reduced to a single number. From rising inflation to hidden gaps like income protection, automated tools often leave out the details that matter most. Read our latest post to explore the limitations of online calculators and learn how a holistic approach to financial planning ensures true peace of mind.

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