Charlotte du Toit

Associate Support Officer

Certified Financial Planner®
BCom (Honours)
Postgraduate Diploma in Financial Planning

Charlotte has been a member of the Amity team since 2011. She provides support services to the independent advisor associates of the company. Her role includes assistance with financial and investment planning, client communication and training.

Charlotte completed a B Com Financial Management degree at the University of Pretoria in 2001 and received bursaries from UP from 1999 – 2001 on the grounds of academic achievement. In her third year, she achieved distinctions in seven subjects and/or modules and received the Absa prize for best achievement in Financial Management on third year level. She then completed a B Com Financial Management Honours degree at the University of Pretoria in 2002, achieving a distinction in International Financial Management. In 2005 she completed a Post Graduate Diploma in Financial Planning at the University of the Free State. She is a Certified Financial Planner (CFP). She furthermore completed SAQA Unit standard 115753 (Conduct Outcomes Based Assessments) with HRD Training & Consulting.

While completing her studies, from February 2001 to March 2003, Charlotte worked at IC Financial Consulting on a part time basis, where she was responsible for financial, cost and tax management.

In June 2003 she joined PSG Konsult as assistant to the director of products and training. Then, in January 2005, she became a trainee financial planner with PSG and from July 2005 to January 2007 she worked as a wealth manager at PSG Konsult.

From February 2007 to January 2009, Charlotte worked for Cruxprop 2000 (Pty) Ltd, where she worked as operating officer and assessor.

From February 2009 to June 2010, she was the owner of Wels Corporate Services, where she provided paraplanning services to financial advisors and conducted the administration and assessments for the National Certificate in Financial Planning SAQA ID 57695.

From July 2010 to August 2011 she worked for MDC as paraplanner, conducting analysis, preparing cash flows, portfolio construction and proposals for clients.

Charlotte is a dedicated mother and lives in Pretoria with her husband and two daughters.