Barbara Mundell, CFP® BAP(SA)™

Financial Planner | Life Coach | Accountant & Tax Practitioner

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

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