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

Fixed term savings offers stable returns by locking funds, while flexible accounts provide easy access with lower interest rates. The right choice depends on your goals, timeline, and liquidity needs. Combining both can help balance growth with flexibility.

A tax free savings calculator estimates potential growth but should not be your only guide. It often overlooks inflation, changing rates, and broader planning. Combining it with tax planning, investments, and professional advice leads to smarter financial decisions.

Your income funds every part of your life—from daily bills to long-term dreams. Income protection insurance ensures that if illness or injury stops you from working, your financial stability and future goals don’t stop with it.

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