Our Team

About Barbara Mundell Consult

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.

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About Barbara Mundell, CFP® BAP(SA)™

Director

Professional Memberships

Financial Planning Institute of Southern Africa (FPI)
CERTIFIED FINANCIAL PLANNER® Professional
Membership no: 104482

South African Institute of Business Accountants (SAIBA)
Business Accountant in Practice
Membership no: SAIBR929

Professional Experience

2013 – Date    Financial Essence (PTY)LTD | Director ( Accountant & Tax Practitioner)
2016  – 2020 Financial Planning Institute of Southern Africa | Member & Technical Manager
2013 – 2016   First National Bank | CERTIFIED FINANCIAL PLANNER® Professional
Prior Practical Financial Planning Experience – 3 Years

Qualifications

Post Graduate Diploma in Financial Planning    UFS | Obtained in 2015
B.Com Honours in Financial Planning                  UJ    | Obtained in 2012
B.Com Finance                                                          UJ    | Obtained in 2011

About Vanessa Cronje

Head of Virtual Partner™

Vanessa is currently Head of Virtual Partner at Barbara Mundell Consult. Vanessa is responsible for the growth and management of the Virtual Partner offering to financial advisors. Vanessa has more than 32 years of experience in various positions in financial services. Vanessa is well equipped to provide you with the necessary support and assistance and enhance your client experience. Vanessa has excellent administrative and time management skills and an in depth understanding of the processes in a financial advisory practice making here the ideal person to head up our Virtual Partner offering.

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