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Sean Field Location
Cape Town, WC, ZA
Sean Field Work
2024 -now Director @
2024 -2024 Financial Advisor @ Self-employed
2017 -2023 Partner @
2015 -2017 Financial Services Professional @ Wealth Partners
2012 -2014 Financial Planner @ Complete Financial & Business Solutions
2006 -2012 Executive Business Financial Planner @
2002 -2009 Director @ LUASA/FIA
1998 -2006 Financial planner @
Sean Field Education
Dawnview High 1983-1987
FPI
RFP3 (Financial planning)
2007
Sean Field Skills
Succession Planning
Structured Finance
Structured Products
Wealth Management
Strategic Financial Planning
Investments
Retirement Planning
Wealth
Financial Advisory
Investment Advisory
Retirement
Estate Planning
Insurance
Portfolio Management
Asset Managment
Pensions
Income Protection
Financial Risk
Investment Strategies
Risk Management
Personal Finance
Banking
Equities
Business Planning
Employee Benefits
Finance
Financial Services
Wealth Management Services
Tax
Investment Management
Financial Planners
Mutual Funds
Asset Management
Financial Planning
Life Insurance
Asset Allocation
Securities
Personal Financial Planning
High Net Worth Individuals
Fixed Annuities
Business Strategy
Financial Analysis
Management
Strategic Planning
Strategy
Relationship Management
Financial Modeling
Financial Markets
Customer Service
Change Management
Sean Field Summary
Sean Field, based in Cape Town, WC, ZA, is currently a Director at Credence Investment Group. Sean Field brings experience from previous roles at Self-employed, Adviceworx, Wealth Partners and Complete Financial & Business Solutions. Sean Field holds a 1983 - 1987 Dawnview High. With a robust skill set that includes Succession Planning, Structured Finance, Structured Products, Wealth Management, Strategic Financial Planning and more. Sean Field has 1 emails and 1 mobile phone numbers on RocketReach.
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