Stephanie completed her BCom and PGDip in Financial Planning at NMMU. She has also completed her CFP® Board Exam and will attain her full CFP® designation at the end of 2016.
For Stephanie, working at Chartered is more than just the tasks of crunching numbers and compiling financial plans; it is an opportunity to engage with clients in a more meaningful way, using sound financial planning and life principles. Stephanie enjoys engaging with people, learning more about each client and making a significant difference in their lives. It is in seeing how comprehensive and professional advice benefits clients that Stephanie derives satisfaction from her work.
Stephanie has a passion for financial planning and a desire to create awareness, not only of what holistic financial life planning really is, but also of the importance of saving in young adult years and understanding how to do this.
Stephanie enjoys the outdoors, going for a run and playing hockey. Stephanie also loves music and spending time with her loved ones and friends.