Marlene has more than 30 years’ experience in the financial services industry. As the Regional Operations Manager for the Gauteng, KZN and North West regions, she focuses on supporting the Financial Planners and support staff to ensure that their clients’ needs are met when it comes to financial planning and that staff’s individual performance goals are achieved.
Marlene started her career with Old Mutual in 1989 gaining experience across the business from new business to general operations. She joined Private Wealth Management as an Operations Manager in 2008. She received the 2012 Dastinction Award, 2014 CEO Discretionary Award and the 2015 STAR Team Award.
She has a National Diploma in Financial Planning and has completed the RE exams 5.