Cliff obtained a BSc in Statistics & Economics and a BCom Honours Degree in Investment Management. He joined Wealth Associates in 2020 first as an intern and then progressed to full-time employment in 2021 as a Para-planner assisting with investment report drafting and product analysis. He currently operates as a representative under supervision and regularly engages with clients and provides investment and risk planning services. Cliff is passionate about providing clients with the best and most appropriate solutions for their needs and ensuring that his clients are well-informed and educated when it comes to their financial planning.
BSc Majoring in Statistics and Economics (NQF 7)
BCom Honors specializing in Financial Economics and Investment Management (NQF 8)