Eugene Status Email & Phone Number
Executive Financial Advisor @ 1.618 Advisory Services
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Eugene Status Location
- Cape Town, WC, ZA
Eugene Status Work
- 2021 -now Executive Financial Advisor @
- 2018 -2019 Wealth Specialist @
- 2014 -2017 Direct Sales Manager @
- 2013 -2014 Area Sales Manager @
- 2009 -2013 Broker @ Lifeforce Financial Services
- 2008 -2009 Financial Adviser @
- 2003 -2008 Sales Manager, Old Mutual Personal Financial Advice @
- 2001 -2003 Financial Adviser, Standard Bank Financial Consultancy @
Eugene Status Education
- Milpark School of Financial Services
Advanced Certificate in Financial Planning (Financial Planning and Services)
2024-2024 - University of South Africa/Universiteit van Suid-Afrika
Bachelor of Accounting Science in Financial Accounting (Accounting)
2012-2018 - Moonstone Business School of Excellence
First Level Regulatory Examinaiton: Representative (Financial Services)
2012-2012 - Milpark Business School (MBS)
Certificate in Financial Planning (NQF Level 5) SAQA no. 57998/62810 (Financial Planning)
2005-2007 - Milpark Business School (MBS)
National Certificate: Financial Services: Wealth Management (NQF Level 5) SAQA No. 23973 (Financial Services - Wealth Management (level 5))
2006-2006 - South Peninsula College
Marketing Management Diploma (Marketing Management)
1996-1999 - Damelin
Certificate (Industrial Relations)
1998-1998 - Windsor High School
Matric
1990-1995
Eugene Status Skills
- Wealth Management
- Financial Planning
- Investments
- Retirement Planning
- Insurance
- Strategic Financial Planning
- Financial Services
- Financial Advisory
- Life Insurance
- Estate Planning
- Investment Strategies
- Retirement
- Employee Benefits
- Finance
- Financial Markets
- Strategy
- Financial Planners
- Investment Advisory
- Group Presentations on Financial Planning
- New Business Development
- Strategic Planning
- Strategic Sales Planning
- Securities
- Management
Eugene Status Summary
- Eugene Status, based in Cape Town, WC, ZA, is currently a Executive Financial Advisor at 1.618 Advisory Services. Eugene Status brings experience from previous roles at Carrick Wealth, Alexander Forbes, Liberty Group South Africa and Lifeforce Financial Services. Eugene Status holds a 2024 - 2024 Advanced Certificate in Financial Planning in Financial Planning and Services @ Milpark School of Financial Services. With a robust skill set that includes Wealth Management, Financial Planning, Investments, Retirement Planning, Insurance and more. Eugene Status has 2 emails and 1 mobile phone numbers on RocketReach.
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