CERTIFIED FINANCIAL PLANNER ® professional
Fiduciary Practitioner of SA®
Master Tax Practitioner (SA)TM
HDIP TAX PGRAD DIP TAX
Carmen started her profession in 1981, eventually becoming a financial planner in 1998. During her studies she realised the need for educating future professionals, not only in the Financial Planning sphere but more importantly for consumers as well.
Carmen embarked on her vision to educate professionals in 2008 and has proudly assisted many financial planners in obtaining the prestigious CFP® designation.
Carmen obtained her HDIP Tax (RAU), and completed her Post Grad Dip in Financial Planning as well as a Post Grad Dip in Tax (Cum) (UFS).
In her capacity as a Financial Planner, Carmen is registered with the FSCA and Medical Council, a CFP® Professional Member of the FPI, and a Master Member with the SA Institute of Tax Professionals and a Fiduciary Practitionery of SA.