CERTIFIED FINANCIAL PLANNER ®
Financial Planning is essential in avoiding life’s potholes and achieving one’s financial goals, from education to short-term investment goals and ultimately to retirement. Ethical and professional advice and guidance is crucial. To ensure he always provides an ethical service in giving advice and managing investments, André subjects himself to rigorous Compliance monitoring internally in Houston-Brown and Jackson (PTY) LTD and externally through Moonstone, and is fully compliant with all regulatory requirements.
In order to ensure that his service is professional and of the highest standard, André has continually improved on his training and expertise by furthering his studies, thus ensuring he is able to provide the best possible financial advice, planning and service. He has been serving clients as a Financial Planner since 2005. He obtained a Post Graduate Diploma in Financial Planning from the University of the Free State and was admitted as a CERTIFIED FINANCIAL PLANNER ® in 2010. In 2014 he continued studying and completed an Advanced Post Graduate Diploma in Financial Planning in 2014 (graduating in 2015), majoring in Investment Portfolio Construction and Risk Management.
He is therefore well equipped and skilled to assist clients in making important financial decisions and plan for each important milestone in his clients’ lives, and constructing investment portfolios to ensure investment objectives are met.
André is also a registered Tax Specialist with SAIT. He is thus able to assist with tax advice, guidance and in preforming a range of tax services including compiling and submitting tax returns, VAT returns and PAYE returns for provisional tax payers, regular tax payers and small businesses.
He is passionate about service and has surrounded himself by a highly competent and passionate team. Together they ensure clients are afforded fair treatment, exceptional planning, mentoring and guidance in the financial planning process, meticulous administration and assistance in services required. They pride themselves in being a team providing ethical, professional and exceptional Financial Planning, Tax Advice and Service.