Sasfin
Stephan Walters has work experience as a Wealth Manager at Sasfin since April 2020. Prior to this, they worked as a Financial Planner at FNB South Africa from August 2015 to March 2020, and as a Financial Planner at Liberty Group South Africa from April 2013 to August 2015.
Stephan Walters completed their Bachelor of Commerce (B.Com.) degree in Business, Management, Marketing, and Related Support Services from the University of Pretoria/Universiteit van Pretoria in the years 2010 and 2012. Stephan further pursued a Postgraduate Diploma in Financial Planning at the Milpark School of Financial Services from 2017 to 2018, focusing on Financial Planning and Services. Additionally, Stephan holds a certification titled "Regulatory Exam 05: Representatives" from the Financial Planning Institute of Southern Africa, but the exact month and year of obtaining this certification are not provided.
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Sasfin
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Sasfin Holdings Limited is a bank-controlling company. The Company and its subsidiaries provide a range of specialist business banking and private client wealth financial services. Its business divisions include business banking, capital, wealth, transactional banking and treasury, commercial solutions and corporate services. Its business banking division's service and product offerings include equipment finance, and trade and debtor finance. Its capital division's service and product offerings include corporate finance, property equity and private equity. Its wealth division's service and product offerings include stockbroking, asset management, asset consulting and financial planning. Its transactional banking and treasury division includes domestic treasury and transactional banking. Its commercial solutions division offers services and products, such as incentives, freight and forex. Its corporate services division offers services and products, such as credit and facilities.