THE PREPARATION OF FINANCIAL STATEMENTSSeptember 19, 2018
TAX DEADLINES – 31 OCTOBER 2018October 16, 2018
Belinda has over 15 years’ experience in Human Resources and Employee Benefits. She is passionate about making a difference in people’s lives and being an active member in the retirement and consulting space that provides her this opportunity. A key driver for her is to assist members to move from a ‘retirement saving’ mentality to one of holistic financial well-being.
- Financial planning
- Training and facilitation
- Employee benefits consulting
- Group risk consulting
- Corporate communications
HONOURS IN FINANCIAL PLANNING LAW
University of the Free State
DIPLOMA IN MARKETING MANAGEMENT
Institute of Marketing Management
University of KwaZulu-Natal
EMPLOYEE BENEFITS CONSULTANT AND WEALTH MANAGER
Belinda is an independent Employee Benefits Consultant with Harbour Advisory and a Certified Financial Planner CFP®. Treating Customers fairly and ensuring that individuals get the relevant benefits at the best price through qualified and skilled advice is a daily goal of hers. Working in a team of the most qualified Investment Consultants and Wealth Managers allows her to provide access to sound financial investment advice to not only preserve wealth but also grow it.
She manage’s Corporate Communications for two very large Organisations, one local and the other a Multi-National and support their subsidiaries where necessary. She is responsible for all presentations, internal employee communications and positioning of all the messaging. She presents in many forums and is the spokesperson in certain areas. She has over 8 years experience in this field.
TRAINING AND FACILITATION
Belinda currently creates, designs and facilitates training workshops for various companies across their business functions. She has been designing and presenting workshops for the past 5 years and find immense value in being able to share valuable tips and strategies with the attendees to positively impact their work and personal environment.
FPI -Financial Planning Institute of SA
IPM – Institute of People Management
QUALIFICATIONS and REGULATED CERTIFICATION
Key Individual [RE1]
This article is a general information sheet and should not be used or relied upon as professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein. Always contact your financial adviser for specific and detailed advice. Errors and omissions excepted (E&OE)