About Francois
Francois is a highly experienced and trusted International Financial Advisor with a background in commercial law, tax law, compliance, economics and finance and Banking. He dedicated eight years of tertiary education to invest in himself and his client’s future.
He utilizes a holistic approach, applying his knowledge and experience in all areas from Estate Planning, tax mitigation to Portfolio & Investment Management and Retirement planning. Clients find his calm professional approach to help to identify their Financial Planning needs refreshing and gives them the confidence and peace of mind they need to entrust him in helping them achieve their financial goals.
He strives to provide a highly professional service, working with clients over the long term and working with clients to accommodate them when their personal circumstances change. He is dedicated to the idea that personal success is linked to client satisfaction.
Qualifications :
- Bachelor of Commerce-Financial Management- UNISA
- CISI Level 4 Certificate in Advanced Wealth Management
- Anti-Money Laundering (Aml) Risk, Challenges & Vulnerabilities Towards Risk-Based Approach