Yvonne Killian (Financial Planning Coach at Old Mutual Wealth)
Yvonne is responsible for developing and coaching the Old Mutual Wealth Strategic Partner Community. She has over 30 years’ experience in the financial services industry where she has worked for various financial services institutions. Prior to joining Old Mutual in 2013, she worked for Norwich Life, ABSA, UAL Merchant Bank, Liberty Life and Alexander Forbes. Her experience extends to that of people management, broker consulting and 15 years practicing as a financial planner. This provides her with good technical and practical insight into the financial services industry and to identify the needs of the planner community at large. Yvonne holds the following qualifications: Certified Financial Planner® professional (Financial Planning Institute), Postgraduate Diploma in Financial Planning (University of the Free State), Certified Integral Coach® and Certified Life Coach (Business School, University of Cape Town), Certified IEQ9 Practitioner (IEA and ICF Accreditation).
|Event||Start Date||CPD Hours||Status|
|Investment advice that is worth paying for||26 November 2021||1||
|Investment advice that is worth paying for||1|