Head of Financial Planning: Momentum Sales @ Momentum
Legal Advisor: Momentum Group Business and Head: Partner Relationships @ Momentum
Head of Legal and Compliance: Momentum Client and Products @ Momentum
Head: Business Insurance and Momentum Trust Marketing @ Momentum
Jeffrey Wiseman's Education
Society of Trust & Estate Practitioners
Advanced Certificate in UK Tax for International Clients (Taxation)
Society of Trust & Estate Practitioners in Association with Manchester Business School
STEP Dip (ITM) (International Trust Management)
2010 - 2012
University of Pretoria/Universiteit van Pretoria
Master of Laws (LLM) (Mercantile Law)
2005 - 2008
Academy of Financial Markets
Dip FMI (Investment Instruments)
2000 - 2000
University of the Free State/Universiteit van die Vrystaat
Advanced Postgraduate Diploma in Financial Planning (Investments and Portfolio Management)
2000 - 2000
University of South Africa/Universiteit van Suid-Afrika
Adv. Tax. Cert. (Income tax)
1997 - 1999
University of Cape Town
LLB
1990 - 1992
Nelson Mandela University
Bachelor of Music (Trombone (Performance))
1986 - 1989
Grey High School
Matric
1981 - 1985
Jeffrey Wiseman's Skills
Wealth Management
Estate Planning
Investments
Compliance
Insurance
Portfolio Management
Trusts
Strategic Financial Planning
Retirement Planning
Financial Advisory
Jeffrey Wiseman's Summary
Jeffrey Wiseman, based in City of Johannesburg, Gauteng, South Africa, is currently a CEO Momentum Trust at Momentum, bringing experience from previous roles at Absa Wealth and Momentum. Jeffrey Wiseman holds a Advanced Certificate in UK Tax for International Clients in Taxation @ Society of Trust & Estate Practitioners. With a robust skill set that includes Wealth Management, Estate Planning, Investments, Compliance, Insurance and more, Jeffrey Wiseman contributes valuable insights to the industry. Jeffrey Wiseman has 1 email and 1 mobile phone number on RocketReach.