Barbara Mundell, CFP® BAP(SA)™ is a passionate Financial Planning, Accounting and Tax Professional. She has a wide range of skills that enables her to analyse a problem and develop a suitable solution efficiently. Barbara believes that the client should be at the centre of everything that any professional in the financial sector delivers.
Barbara has extensive experience in financial planning, accounting and tax. She is technically inclined and eager to learn at every opportunity.
To Barbara it is important that her values remains at the core of what she does. A strong value system together with building relationships is the key for success.
Having experience as both a practicing financial planner and a technical manager, Barbara understands both sides of running a financial planning business and is able to assist advisory practices to enhance their service delivery to their clients, uniquely being able to identify opportunities and risks on behalf of financial planners.