Associate Financial Planner
She holds a Bachelor of Commerce degree from UNISA with majors in Private Law & Economics.
Before joining Core Wealth she was a tied agent with Liberty Life, marketing their products and services as a financial planner. Kim has 16 years’ experience in the insurance industry. She started as an office manager for a Liberty Franchise and has since gained vast experience with corporate benefits, risk cover, policy servicing and claims administration and has good understanding of these back end systems.
Having facilitated numerous death, disability and dread disease claims, Kim understands the vital role financial & estate planning play and hopes to use this experience to benefit clients.
Kim is currently studying towards obtaining the Post Graduate Diploma in Financial Planning though the University of the Free State.