The Activ8 team is growing and we would like to introduce you to the new team members. Liziwe, Sean and Lana have all joined Activ8 and you will be interacting with them as you engage with us in the future.
Liziwe Mdondana recently joined us on a year’s internship. She is recently qualified from UKZN with a Bachelor of Finance degree and is looking to gain experience and exposure in the Financial Services industry. She will be assisting our Technical Analysts in terms of client administration and service. We hope she enjoys her stay with us and that we fulfil her expectations as to what our industry has to offer.
Sean Wynne-Jones is an experienced Wealth Advisor who joins us from a listed bank. He brings a wealth of experience to the team and is excited to be part of an independent boutique firm with a clear vision and focus. Sean has a passion for financial planning, investment management and working with people. He believes that trust, built on quality client focussed advice, is of fundamental importance.
Lana Johnson comes to us from the asset management industry, and is firmly focussed on building and growing a wealth advisory practise. Lana has worked in the banking and financial services industry for 23 years. She has built lasting business relationships with clients, that are based on trust, respect and service delivery. Both Lana and Sean bring additional skills and diversity of experience and personality to our team and we wish them every success in their journey with us.
Congratulations also go to Mark and Vusi who have passed their FAIS qualifying exams and are now regarded as “fit and proper” members of our industry.
Having celebrated our 3rd birthday milestone, the above appointments are evidence that we are a growing, dynamic and evolving team that exists for our clients, both present and future. Our team, investment portfolios and planning strategies have withstood the most ardent stress test, being the Covid-19 pandemic and we believe that we are coming through this period with flying colours. Sincere thanks must be extended to every member of the Activ8 team who have worked tirelessly to ensure that client service levels are maintained and client delivery remains the focus of our attention.
We retain our vision of being the trusted advisor and confidant to individuals and families, offering the full spectrum of wealth, investment and financial planning services. We serve to grow all stakeholders in our Activ8 family and are excited about the addition of new members together with the growth and development of existing team members.
Over this stressful time of the Covid-19 pandemic we encourage clients and friends of Activ8 to stay safe, keep social distancing, but certainly not to keep your distance from us. We are always only a phone, ZOOM, WhatsApp, Teams, Face Time, Messenger call away from you. Keep in touch with us as we serve to keep you updated.
Yours sincerely,