Marc Bormann

Marc Bormann

Marc Bormann

Senior Associate

About

Marc started in the Financial Planning industry in 2003. In 2005, Marc started his own Financial Service Provider Practice back in South Africa and remains a key individual in that business to date.

Marc is qualified under all the regulations in South Africa and is kept up to date with all his required CPD points. Together with this, he is Internationally qualified with a CISI Wealth Management level 4 qualification. in addition to being qualified to help all Expats with their planning, he is in a unique position to offer in-depth tax, investment and financial planning advice to SAFFAS.

Qualifications

NQF Level 5 – Milpark Business School (SA)
RE 1 Key Individual Regulatory Qualified – Moonstone (SA)
RE 5 Representative Regulatory Qualified – Moonstone (SA)
Wealth Management level 4 – CISI (Int)

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