Fin-lite’s team has over a decade of collective experience in the financial services and training industry. We’re as passionate and excited about what we do today as when we first started the business.
We’re highly skilled, committed professionals who draw on our own in-depth knowledge and experience to ensure that all the courses we facilitate are relevant and directly applicable to our learners.
In our current Covid-19 reality, we understand our collective responsibility to build and grow a new generation of responsible, active, and engaged financial planners, bankers, insurers, asset managers, and private investors. We’re committed to honoring this.
17 years financial services and training experience
Financial & HR Director
15 years HR & financial accounting experience
Operations & Business Development
12 years banking and sales experience
7 years experience in administration and client support
5 years financial services and administration
6 years experience in marketing and sales