BELINDA MCKENNA CFP®

THE PREPARATION OF FINANCIAL STATEMENTS
September 19, 2018
TAX DEADLINES – 31 OCTOBER 2018
October 16, 2018

PROFILE:

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.

EXPERTISE:

  • Financial planning
  • Training and facilitation
  • Employee benefits consulting
  • Group risk consulting
  • Corporate communications
  • Compliance

EDUCATION:

HONOURS IN FINANCIAL PLANNING LAW
University of the Free State
2012-2013

DIPLOMA IN MARKETING MANAGEMENT
Institute of Marketing Management
2002-2005

B.SOC.SCI
University of KwaZulu-Natal
1989-1991

EXPERIENCE:

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.

CORPORATE COMMUNICATIONS

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.

MEMBERSHIPS

FPI -Financial Planning Institute of SA
IPM – Institute of People Management

QUALIFICATIONS and REGULATED CERTIFICATION

CFP®
Key Individual [RE1]
Representative [RE5]

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)