Shelley Pautz


Shelley is a paraplanner with responsibility for producing a written copy of the advice we provide to meet the varied needs of our clients.

With over 24 years’ experience in the advice and regulatory environment of South Africa’s financial planning sector, Shelley brings an alternative perspective to the team.

Whilst her previous expertise is largely in the field of independent financial advisory, Shelley has more recently acquired experience in the retail banking space.

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