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Dimpho Sizani, Assistant Financial Planner

Dimpho Sizani

Assistant Financial Planner

BDO Pretoria

+2712 433 0179

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“The true meaning of “Financial Planning”, far too often society has conceived financial planning to be a sales-orientated profession.

Yet, in actual fact, the process of financial planning may involve providing a variety of services, including drafting a financial plan based on the information provided to the financial planner by the client. The plan usually makes recommendations on how the client’s lifestyle and financial goals can be achieved.

Growing up in the township, being surrounded by individuals and families with poor financial ethics/knowledge and realising how hopes and dreams can be shattered, developed my passion for financial planning. There and then, I knew I had to be the one to bring about a change by providing financial education to the world and ensuring that individuals achieve their desired lifestyle as well as financial goals.

I am honoured to be a part of the BDO Wealth family and contributing towards the lifelong financial sustainability for our clients.”

Experience

Dimpho joined BDO, under a Wealth Trainee mentorship graduate programme in 2019. As an assistant financial planner, she aims to gain the required three years of experience and her CFP designation.


Qualifications

  • Diploma in Accountancy 2016)
  • Bridging programme in Finance (2017)
  • B.com Honours in Financial Planning (2018)

Other

Though she may be soft at heart she loves inspiring people to reach greater heights and believe in their dreams. She also spends a lot of her time writing and making all sorts of sweet desserts.