Call

WhatsApp

QR Code

Save As Contact

Share

Katlego Morutoagae
Para-planner

Katlego is an ASISA IFA Internship Alumni and has 2 years of experience in the financial services industry. She is a dynamic professional currently excelling as a paraplanner at Wealth Associates in Bloemfontein. In this role she is involved with assisting financial planners in various tasks such as researching investment opportunities, preparing financial reports, analyzing data, creating financial plans, and ensuring compliance with regulations. Alongside her role, she is dedicatedly pursuing a Postgraduate Diploma in Financial Planning, driven by her ambition to become a Certified Financial Planner®. She is passionate about making a meaningful impact in the Financial Services Industry and ensuring the financial well-being of her clients.

B.Com Investment Management and Banking

Phone: +27 63 006 5215
Email: katlego@wealthassociates.co.za
Address: 95 Aliwal Street, Arboretum, Bloemfontein
QR Code https://belinked.co.za/wealth-associates/katlego-morutoagae/