My career spans more than 40 years in the South African insurance and investment industry. During this time, I have held several management positions, including roles within Sanlam and as General Manager: Strategic Projects at Auto & General Insurance, where my primary focus was preparing the broker business division for FAIS readiness.

My academic background in psychology, combined with extensive experience in the investment profession, sparked a particular interest in behavioural finance and the way people make financial decisions. In 2013, together with a psychology and leadership professor and two respected industry leaders, we founded the Institute of Behavioral Finance South Africa. I have contributed to the field through various publications and seminars and was a contributor to the South African Handbook for Financial Planning. In recognition of my contribution to the field of behavioural finance, I received the APPETD Outstanding Academic Leadership Award in 2007.

From 2010 to 2023, I served as official representative of FinaMetrica/PlanPlus in Southern Africa, helping financial professionals gain deeper insight into investor behaviour, risk tolerance, and financial decision-making.

I am also a qualified Whole Brain Practitioner, accredited by the Neethling Brain Instruments (NBI) since 2015. Throughout my career, I have remained passionate about applying the principles of psychology, behavioural finance, and leadership to improve decision-making, strengthen client relationships, and support long-term financial wellbeing.

My professional journey has been driven by a simple belief: understanding people is just as important as understanding markets. This philosophy continues to guide the strategic direction I provide and the value I strive to create for clients, colleagues, and the broader financial services industry.