William Marra Email & Phone Number
Senior Financial Planner @ Momentum Financial Planning
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William Marra Location
- Cape Town, WC, ZA
William Marra Work
- 2016 -now Senior Financial Planner @
- 2008 -2016 Financial Planner @
- 2007 -2008 Financial Advisor @
William Marra Education
- University of the Free State
Post Graduate in Investment Planning (Investment Planning)
2022-2022 - University of the Free State
Post Graduate Diploma in Estate Planning (Estate Planning)
2020-2020 - Stellenbosch Business School
Post Graduate Diploma In Financial Planning (Finance and Financial Management Services)
2019-2019 - Queens Park High
No (Normal)
1992-1997 - Primary School
Certificate In Financial Planning (Personal and Business Planning)
William Marra Skills
- Investment Management
- Financial Analysis
- Wealth Management
- Estate Planning
- Retirement Planning
- Financial Services
- Investment Advisory
- Life Insurance
- Banking
- Strategic Financial Planning
- Wealth Accumulation
- Financial Risk
- Finance
- Investment Strategies
- Long Term Planning
- Earning Ability Protection
- Disability Insurance
- Income Protection
- Keyman Insurance
- Financial Planning
William Marra Summary
- William Marra, based in Cape Town, WC, ZA, is currently a Senior Financial Planner at Momentum Financial Planning. William Marra brings experience from previous roles at First National Bank (FNB) and Old Mutual Investment Group. William Marra holds a 2022 - 2022 Post Graduate in Investment Planning in Investment Planning @ University of the Free State. With a robust skill set that includes Investment Management, Financial Analysis, Wealth Management, Estate Planning, Retirement Planning and more. William Marra has 1 mobile phone numbers on RocketReach.
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