Sean is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
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| CONTACT NUMBER: | 0681754156 / 0714829331 |
| ADDRESS: | Pinewood park building (Ground Floor), Rose Innes St, Pinelands, Cape Town, 7405 |
| WEBSITE: | https://oldmutual.profileme.app/om298 VISIT WEBSITE |
Certified Financial Planner & Registered Tax Practitioner.
I help clients identify and achieve life goals while building and protecting wealth in a tax efficient manner since 2010. I completed my B.Com Finance degree in 2009, my honours degree in finance in 2012, and completed my postgraduate diploma (Financial Planning) in 2014 while working as a Senior Fund Accountant at Maitland Group for just over 4 years. Before that I worked for PPS and briefly Moore Stephens, now called Moore Cape Town Inc. I have been with Old Mutual since November 2014.
Financial services
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