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Kina-May Oliver

Wealth Manager - Family Office

BBus Sci: Finance and Accounting

Passed all three CFA exams

Mobile

+27 82 905 7907

Email

kina-may@alphawealth.co.za

Linkedin

View profile on Linkedin

Location

Johannesburg, South Africa

Years in the financial industry

2.5

I am a Business Science graduate of the University of Cape Town. Currently, I am a paraplanner for the AlphaWealth Family Office, while pursuing my candidacy in the CFA program. I passed the level lll CFA examination in 2019 and may be awarded the charter upon completion of the required work experience. I have a particular interest in Behavioural Finance, ESG investing and client relationship building

What I love most about my job

The vast ranging set of variables which makes no two clients’ circumstances the same.

Specialist areas of expertise, both locally & offshore

Impact Investing,

Financial Analysis

Investment Advisory

Offshore Tax-Efficient Structuring

Due Diligence

Meet with us

If you’d like to set up an introductory meeting, please get in touch with us.