Wilna has over 20 years’ experience in the financial services industry. As a certified financial planner, she assist her clients with holistic financial planning to ensure they can achieve their retirement goals.

Her financial planning career started in 1999 with Citadel Investment Services in Johannesburg where she was an assistant to three financial planners. In 2002, she joined Consolidated Investment Services as a financial advisor and it was during this period that she relocated to Cape Town. Wilna joined Private Wealth Management in 2016.

Wilna holds a BCompt degree from UNISA, an Advanced Postgraduate Diploma in Financial Planning and is a Certified Financial Planner. She is also a member of the Financial Planning Institute.

Home » Western Cape » Wilna Potgieter, CFP®