Any business is only as good as its people. At Naviganti Financial Planning cc, value is placed on investing in those people who have been chosen to be part of this integrated team. Development of professional and academic competency is encouraged by participation in ongoing formal study courses.
At the heart of a successful team must be a commitment to a common vision of what is expected to be achieved, both as a business, and individually. Personal attention to professional excellence is a shared and prized quality.
NEIL CAIRNS (B.A, LLB, CFP®)
After graduating and practicing as an Attorney at a Legal Firm in Pietermaritzburg, Neil moved to Investec in Durban where he was engaged as a Legal Risk controller and thereafter as a Financial Consultant. He was then recruited to be part of MINT, Old Mutual’s high net worth financial planning division, where he received extensive training and experience in the financial planning environment. Neil is qualified as a Certified Financial Planner (CFP®) and is an Advisor as well as a Key Individual in Naviganti.
KIM LEWIS (CFP®. AdvPGDip Financial Planning)
Kim joined Naviganti in 2007 as a member of the administration team. Kim is qualified as a Certified Financial Planner (CFP®) and has an Advanced Post-Graduate Diploma in Estate Planning and Risk Management through the University of the Free State. Kim has been appointed as a representative Advisor as well as a Key Individual in Naviganti.
BYRON HEATHCOTE (B.Com and Post Grad in Fin Planning)
Byron joined Naviganti in January 2016. Byron is qualified as a Certified Financial Planner (CFP®). He has completed his Post-Graduate Diploma in Financial Planning through the University of the Free State and has also completed a B.Com degree. Byron is an Advisor in the business.
Since joining Naviganti in April 2006, Devi has filled the role of Senior Administrator and supervisor of the administration team. Devi has assumed responsibility for the Employee Benefits component of the business. Devi has more than Seventeen years’ experience in the financial services industry. Devi is a Para-planner in the business. She has completed her Post-Graduate Diploma in Financial planning.
After spending years working in the Risk Insurance Industry, Sharon re-joined Naviganti in 2015 and is the risk insurance specialist within the business. Sharon is a Para-planner in the business. She has completed her NQF6 Advanced certificate in Financial Planning and has commenced the Post-Graduate Diploma in Financial planning.
Andrea joined Naviganti in 2014 and is the Supervisor of the administration team. Andrea is currently studying towards the completion of her NQF6 Advanced certificate in Financial Planning qualification.
Monique joined Naviganti in February 2017 as a member of the administration team. Monique has a Diploma in Accounting from the Oxbridge Academy and has completed her NQF5 Higher certificate in Financial Planning qualification. Monique has commenced her B.Com degree.
Caroline joined Naviganti in 2018 as part of the Administration and Risk Insurance team. Caroline is currently studying towards the completion of her NQF 5 Higher certificate in Financial Planning qualification.