Financial planner and investment researcher building data-driven advisory practice on a foundation of FAIS compliance, DCF modelling, and API-automated reporting.
Seven agents voting through a consensus engine, settling crypto trades on Kraken with Circle USDC nanopayments.
A CFP®-standard planning platform for SA clients, with client and advisor portals and an FSCA-aligned AI assistant.
Six coordinated AI agents researching targets, modelling valuations, and surfacing diligence flags.
Iam a motivated and dedicated professional holding a BCom in Investment Management and Banking (NQF 7), currently completing a Postgraduate Diploma in Financial Planning on the CFP® track (NQF 8) at the University of the Free State. I hold the CFI Financial Analysis and Modelling Professional Certificate and have applied my skills across financial forecasting, budgeting, variance analysis, and management reporting within FAIS-regulated environments.
My financial modelling experience spans DCF and comparable company analysis, developed at HP Tech Ventures, where my investment recommendations were incorporated into senior due diligence packs. I work comfortably with Excel, SQL, Alteryx, and Python-based API integrations to build financial data pipelines and automate reporting workflows.
I am working toward the CFA designation, backed by a strong foundation in South African regulatory frameworks including FAIS, FICA, POPIA, and the Pension Funds Act.