Strategic operations and people manager
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Strategic operations and people manager with 14+ years in South African financial services, including insurance, pension funds, collective investments, fiduciary and estate administration. My current focus includes a large-team operational delivery across the Group and allied institutions. Proven strength in multi‑function support environments (administration, risk, quality, compliance, broker, advisors and client service) to enable distribution and sales outcomes withing Collective investments space.
I have extensive experience in Exco reporting, stakeholder engagement (internal & external regulators, Forensic, auditors, brokers, advisors, LISPs) and change management across matrix structures. Skilled at building resilient teams, embedding control frameworks and driving sales and service excellence aligned with treating customers fairly (TCF). I am well‑grounded academically in Investments, Compliance, Financial Planning, Taxation, and Business Management.
Ready to bring integrated regional support leadership that connects product, service, sales and governance to deliver growth for the organization.
Experience in South African financial services, including insurance, pension funds, collective investments, fiduciary and estate administration.
PGDip: Compliance Management, University of Johannesburg, 2024.
Certificate: Business Interpretation Theory, 2024.
Certificate: Money Laundering Control, University of Johannesburg, 2023.
Certificate: Compliance Management, University of Johannesburg, 2023.
Certificate: Lead for Performance & Growth, Harvard Business School (Online)2023
Certificate: Leadership in Action, Arbinger Institute, 2022.
PGDip: Financial Planning, University of Stellenbosch, 2019
Certificate: Business Management, University of Stellenbosch, 2014.
FSB RE1 Certificate, Moonstone, 2011.
BTech: Taxation, Cape Peninsula University of Technology, 2009
National Dip: Financial Information Systems, Cape Peninsula University of Technology 2008.