Charmaine has 17 years’ experience in the financial services industry. As a Financial Advisor, she believes in a holistic approach to financial planning with her goal being to help her clients to reach their retirement and lifestyle goals. Charmaine focuses on adding value to every client by building long-term relationships based on integrity and trust.
Her career kicked off in 2003 when she joined Sanlam as a Financial Advisor. Two years later she took up a financial planner position with Nedbank Financial where she spent six years. In 2011, she moved to Old Mutual as a Financial Planner, joining Private Wealth Management in early 2020. Charmaine was one of the Top 10 Financial Planners in Old Mutual’s North West region on three occasions.
Charmaine has a Certificate in Wealth Planning and an Advanced Certificate in Financial Planning. She has also completed the Regulatory Exams (RE1 and RE5).
She enjoys spending time with her family, doing DIY and tapping into her artistic and creative interests.