Marco Pereira Jardim, CFP®, has a diverse work experience in the financial services industry. Starting in 2015, they worked as a Debtors Clerk at Fast Forward Finance for eight months. Marco then joined Discovery Limited as a Financial Advisor from October 2015 to September 2017. In October 2017, they became a Sales Development Manager at Discovery Limited for three months before transitioning to the role of Sales Manager from February 2018 to June 2020.
In August 2020, Marco joined Momentum Metropolitan Holdings Limited as a Business Consultant for Momentum Distribution Services. In this role, they provided expertise and support to independent financial advisers, helping them build successful and sustainable financial advisory practices. Marco worked in this capacity until April 2022.
Most recently, in May 2022, Marco joined Sygnia Asset Management as a Business Development Executive.
Marco Pereira Jardim, CFP® has a strong educational background in finance and financial management services. Marco completed their postgraduate diploma in financial planning at the University of the Free State in 2016. Prior to that, Marco earned their Bcom Honours in Financial Management from the University of Johannesburg from 2014 to 2015. Marco also holds a Bcom degree in Financial Management from the University of Pretoria, where they studied from 2010 to 2013.
Marco's education history extends back to their high school education. Marco completed their matriculation at Christian Brothers College Mount Edmund Pretoria from 2005 to 2009.
In addition to their formal education, Marco Pereira Jardim, CFP® has obtained the Certified Financial Planner (CFP) certification from The Financial Planning Institute - SA in November 2021.
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