Jared has been in the local financial services industry since 2011. He began his financial services career in the health insurance industry. In this role, he built up a team of outbound sales representatives. Managing more than 100 representatives, he earned his position as Sales Director. Jared moved on to financial advisor with the passion for learning more about the industry and expanding both knowledge and experience. Jared’s main areas of expertise include Offshore Property Investment, Investment Management and risk planning. Jared has completed all the local regulatory exams and is currently in the process of obtaining an International qualification with the Chartered Institute of Securities and Investments. Jared is married and a father to three sons. Twin boys aged 5 and a new arrival born September 2019. Residing in Johannesburg.
- RE1 – First Level Regulatory Examination: FSP’s (sole proprietor) and Key Individuals in Categories I, II, IIA, III and IV
- RE5 – First Level Regulatory Examination: Representatives
- NQF 5 – Certificate in Wealth Management
- CISI Level 3 & 4 to be completed by end of 2020