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Key Individual

FullSizeRenderJonathan Moodie, is a Certified Financial Planner (CFP™) and an Accredited Investment Fiduciary (AIF™), which was conferred by the University of Pittsburgh, New York USA. He holds a Post Graduate Diploma in Financial Planning from the University of the Free State, South Africa. He was elected as a finalist in the Financial Planner of the Year Awards in South Africa in 2002 and 2004 by the Financial Planning Institute of Southern Africa. He is also a Category 2 Discretionary Investment Manager.

He has 30 years experience in Personal and Corporate Financial Planning and held senior positions in both Nedcor Bank and PriceWaterHouseCoopers.