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Tamsyn Cloete

Tamsyn Cloete

Financial Planner

Administrative

South Africa, West Coast District Municipality

Social

About Tamsyn Cloete:

My name is Tamsyn Naola Cloete. I am a 36 year female, married with two children aged 10 and 6. I am currently employed as a Financial Planner within the Sanlam Group. I started my career in Financial Services in 2006 where I worked in a Call Centre as student. Thereafter I completed my studies in Marketing after which I then journeyed further. I am passionate about the industry and have a keen interest in the Employee Benefits and area in which I worked for 3 years. I have always strived to deliver quality work and believe that the client's needs should always come first. I am diligent worker but also an avid team player. 

Experience

Sales

Financial Planning (Long-Term Insurance) 

Employee Benefits - Retirement Benefit Counselling, Annuity Support - Administrative functions

 

Education

Grade 12 - 2004 

BTech: Marketing - 2008

Certificate in Financial Planning - 2011

RE 1 - 2012 

Sanlam Line Manager Leadership Development Programme - 2022

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