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Momentum has appointed a new Head of Financial Planning

11 April 2017 Momentum Consult
Bertie Nel.

Bertie Nel.

Member of the JSE-listed MMI Holdings group, Momentum Consult has appointed Bertie Nel as the new Head of Financial Planning, effective 23 January 2017.

Bertie’s role includes formulating and overseeing the financial planning and advice process, philosophy and framework within Momentum Consult. He will also be responsible for the implementation of effective advice administration procedures and to ensure that processes and systems are introduced in order to ensure compliance in respect of the relevant FAIS and FICA requirements.

Bertie will provide a major contribution to the short and long-term organisational planning and strategy and assist in establishing a trusted advice brand, while analysing and advising the business on the impact of the Retail Distribution Review (RDR).

As an accredited Lawyer and Financial Planner, Bertie has over 20-years of experience as a legal advisor in the financial industry and an in-depth knowledge of wealth management, and brings a host of skills such as various financial planning packages and the development of advisory tools.

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