Jeffrey Wiseman's Location

City of Johannesburg, Gauteng, South Africa

Jeffrey Wiseman's Work

  • 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.
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