fundamental understanding of Financial Markets, Securities and Financial Instruments being Equities, Fixed and approaches used to meet client's varying financial objectives Rapid learning ability to understand recognized qualification. Post Grad Diploma in Financial Planning Completed RE5 FSP license as a representative ultra high net wealth advisory and planning, financial planning and estates planning. Valid Drivers License
experience in financial services with exposure to investments, sales, full needs analysis, financial planning experience in the industry Post Grad Diploma and Financial Planning or studying towards the qualification