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
When needed, I connect my clients to various internal specialists within AlphaWealth as well as within external professional partners, locally and abroad, that I have worked with over many years. These areas include:
Legal, Fiduciary, and Estate Administration
I am a graduate of the University of Cape Town’s Business Science program, specialising in Finance and Accounting.
Additionally, I have passed all three exams of the CFA Program on my first attempt and may be awarded the charter upon
completion of the required work experience. Currently I am a paraplanner at AlphaWealth. My role seeks to support
the Family Office Wealth Managers. Prior to this, I worked aboard private super yachts which gave me my first exposure to the service level required by UHNW individuals. During this time I was able to strengthen my communication skills by leading a team of people from very different cultural backgrounds and I learned the importance of collaborating in high-pressure environments. I have a particular interest in Behavioural Finance and client relationship building. I strive to make a difference with the life I lead and the investments I make. I look forward to a wider adoption of ESG principles in investing. Beyond my career, I find importance in serving my community. I continually strive to promote the ideology of volunteering through motivation and inclusion of my peers.
If you’d like to set up an introductory meeting, please get in touch with us.
+27 11 707 1340
+27 11 706 9711
Ballywoods Office Park,
33 Ballyclare Drive,
+27 21 683 1354
+27 21 683 1396
25 Protea Road, 2nd Floor,
+27 31 835 0400
+27 31 566 1310
1 Ncondo Place,
+230 404 8015
4th Floor, Ebene Skies,
Rue de l’Institut,