Tshepo Fortune Mashile

I am an experienced Financial planner and wealth manager with over a decade of experience and two of which i also went into banking as a private banker and advisor with FNB private clients.

I hold a wealth management qualification NQF 5 and have passed regulatory exams Re5. 

i am near completion of my bachelor of commerce degree enrolled with milpark with only two modules left to graduation.

i have ran a Sanlam client care services branch as the in house financial planner in Alberton Gauteng during the years 2017 to 2019.

I have a proven track record working in the financial planning space. i started in metropolitan group schemes, i then moved to Sanlam to cater for middle to high net-worth clients. post covid i thought it a good time to join the world of banking and i worked with Standard bank as a senior financial planner paired with 3 prestige bankers then moved to FNB private clients as a private banker and advisor.

I then joined an old mutual franchise to learn more about setting up my own practice. 

Passed Matric 2012 at Living waters private school

passed Regulatory Exam RE5 

completed a wealth management certificate NQF 5 from Inseta sanlam academy

Bachelor of commerce in financial planning  NQF 7  at Milpark education. Incomplete with two modules outstanding