Succession Planning Consultant

Claudia Nasser

Claudia has her NQF Level 5 Higher Certificate in Financial Planning and is involved in the consulting process from start to finish.

She has her RE5 and understands how a brokerage operates and assists with the valuation of any business.

Claudia has operated in the investments, life insurance, short-term insurance and employee benefits arenas and has over 4 years of experience in the field.