I am a CERTIFIED FINANCIAL PLANNER® bound by the Financial Planning Institute Code of Ethics and Practice Standards. The CERTIFIED FINANCIAL PLANNER®/ CFP® certification is the premier financial planning accreditation in the world and is recognised in 26 different countries. South Africa has approximately 100,000 financial advisors, of which only 4,574 of them are CERTIFIED FINANCIAL PLANNER® professionals, accounting for less than 5% of the industry.
I hold a Postgraduate Diploma in Financial Planning Law from the University of the Free State, and a B.Iuris law degree from the University of South Africa and form part of a worldwide professional financial planning network.
Over the past 23 years, I have held various roles in the financial services industry and have accumulated invaluable experience as a financial adviser. This allows me to bring a wealth of knowledge and experience to my clients’ portfolios.
My commitment to you is to at all times put your needs first, work with the utmost integrity, be objective, fair and competent, and to abide by the principles of confidentiality, diligence and professionalism.
Marinda Swanepoel Consult is a licensed Financial Services Provider with the Financial Services Board, License number FSP 47997. Marinda Swanepoel Consult’s compliance with the FAIS law is monitored by Moonstone Compliance (Pty) Ltd, a compliance practice approved by the Financial Services Board.
Since its inception in 2000, Moonstone Compliance (Pty) Ltd has grown to become the largest non-aligned provider of compliance services to independent financial advisory practices. As their core business, Moonstone services the compliance needs of financial institutions, several industry bodies and a number of other businesses. It also boasts the highest number of qualified compliance officers in the financial services industry. Moonstone Compliance (Pty) Ltd can be contacted on 021 883 8000, 1st Floor, Valerida Centre, Piet Retief Street, Stellenbosch, 7600.