Jonathan Moodie
Chief Executive Officer at Wealth Manager
Based in Hermanus, South Africa
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Seniority
C-Team
Department
General Business & Management
Location
Hermanus
Industry
Financial Services
Company size
4
Contact information
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j•••••••@wealthmanager.co.za
Phone
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Background
About Jonathan Moodie
Jonathan Moodie, is a Certified Financial Planner (CFP™) and an Accredited Investment Fiduciary (AIF™), which was conferred by the University of Pittsburgh, New York USA. He holds a Post Graduate Diploma in Financial Planning from the University of the Free State, South Africa. He was elected as a finalist in the Financial Planner of the Year Awards in South Africa in 2002 and 2004 by the Financial Planning Institute of Southern Africa. He holds a Category 2 Discretionary Investment Manager. He has 27 years experience in Personal and Corporate Financial Planning and held senior positions in both Nedcor Bank and PriceWaterHouseCoopers. He is the Exec Director of Wealth Manager -a boutique Cat 2 Financial Services Provider in South Africa. for further info.
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