Financial Planner
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My name is Tamsyn Naola Cloete. I am a 36 year female, married with two children aged 10 and 6. I am currently employed as a Financial Planner within the Sanlam Group. I started my career in Financial Services in 2006 where I worked in a Call Centre as student.
Thereafter I completed my studies in Marketing after which I then journeyed further. I am passionate about the industry and have a keen interest in the Employee Benefits and area in which I worked for 3 years. I have always strived to deliver quality work and believe that the client's needs should always come first.
I am diligent worker but also an avid team player.
Financial Planning (Long-Term Insurance)
Employee Benefits - Retirement Benefit Counselling, Annuity Support - Administrative functions
Grade 12 - 2004
BTech: Marketing - 2008
Certificate in Financial Planning - 2011
RE 1 - 2012
Sanlam Line Manager Leadership Development Programme - 2022
