Lindy Petr Email
Chartered Financial Adviser at Balance Wealth Planning @ Balance: Wealth Planning Limited
Lindy Petr's Work
- Chartered Financial Adviser at Balance Wealth Planning @ Balance: Wealth Planning Limited
- Chartered Financial Advisor @ Quilter Private Client Advisers
- Paraplanner @ Quilter Private Client Advisers
- Financial Advisor @ Old Mutual Limited
- Certified Financial Advisor CFP® @ Old Mutual Limited
- Administrative and Service Sales Consultant @ Coastal Cellular Swakopmund
- Credit Controller @ Dr. W. de Schickerling, Swakopmund Namibia
Lindy Petr's Education
- The London Institute of Banking & Finance
Chartered Financial Adviser – Level 6 Diploma in Financial Advice (Adv DipFA) (Finance and Financial Management Services)
2019 - 2020 - The London Institute of Banking & Finance
Diploma for Financial Advisers (DipFA) (Financial Planning and Services)
2016 - 2017 - Stellenbosch University/Universiteit Stellenbosch
Post Grad dip in Financial Planning (Investments and Financial Planning)
2011 - 2012
- Stellenbosch University/Universiteit Stellenbosch
Bachelor of Commerce (BCom) in Investments and Financial Planning (Investments and financial planning)
2008 - 2010 - University of South Africa/Universiteit van Suid-Afrika
Bcom in Investments and Financial Planning (Business/Commerce, General)
2006 - 2007
Lindy Petr's Summary
Lindy Petr, is currently a Chartered Financial Adviser at Balance Wealth Planning at Balance: Wealth Planning Limited, bringing experience from previous roles at Quilter Private Client Advisers, Old Mutual Wealth Private Client Advisers and Old Mutual Personal Financial Advice. Lindy Petr holds a 2019 - 2020 Chartered Financial Adviser – Level 6 Diploma in Financial Advice (Adv DipFA) in Finance and Financial Management Services @ The London Institute of Banking & Finance.
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