JACQUALINE SINGH

I am a passionate and eloquent financial advisor with a deep commitment to helping individuals achieve their financial goals. With exceptional interpersonal skills, I thrive on building strong relationships and creating a comfortable environment for my clients. My genuine interest in assisting other drives me to provide personalized financial solutions that meet their unique needs. 

Beyond the realm of finance, I am an avid lover of art, culture and live music. The beauty and creativity found in these realms inspires me to think outside the box and approach challenges with a fresh perspective. Furthermore, I have a strong passion for the sport of boxing, which instills in me discipline, focus and resilience. 

By blending my financial expertise with my diverse interests, I bring a well-rounded approach to my work as a financial advisor. I believe in the power of financial education and strive to empower individuals to make informed decisions that align with their long-term aspirations. With my combination of financial acumen, eloquence, and a genuine desire to help others, I am dedicated to making a positive impact on the financial well-being of my clients. 

Financial Advisor - Old Mutual (Cape Town) 

2022 - Present 

Financial Advisor - City Brokers (KZN) 

2017 - 2022 (Job transitioned from sales assistant to advisor under supervision in 2019) 

Having worked as a Financial Planner for the past several years, I have developed a deep understanding of the complexities involved in estate planning and the importance of ensuring the smooth transition of assets from one generation to the next. I have successfully assisted numerous clients in creating comprehensive estate plans that align with their financial goals and aspirations.

My experience as a financial advisor includes analyzing clients' financial portfolios, identifying potential tax implications, and recommending appropriate strategies to maximize wealth preservation. I have a proven track record of developing personalized plans that address clients' unique circumstances. 

Moonstone - Regulatory Exam 5 

Millpark - Class of Business (Long Term Insurance)