Masthead Financial Planning
Samir Abdul CFP ® currently serves as the Chief Operating Officer at Masthead Financial Planning since December 2022, following a tenure as Head of Operations from September 2011 to December 2022. Prior to this, Samir held the position of National Operations Manager at Masthead Distribution Services from March 2009 to September 2011, and worked as a Member Consultant at Masthead between 2004 and 2009. Early career experience includes serving as a Broker Consultant for Old Mutual from January 2000 to September 2004 and as a Client Liaison Officer at Nedbank from January 1998 to January 2000. Samir holds a PDBA from UCT Graduate School of Business, a CFP from the Financial Planning Institute, a PDFP from Stellenbosch University, and an NDipBank from Cape Peninsula University of Technology.
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Masthead Financial Planning
Masthead Financial Planning provides financial advisors with an attractive alternative to their current position. Whether you operate as a tied agent or run an advice business, our solution offers the best of both worlds. Established over a decade ago, we understand the needs of financial advisors. We offer security, protection and peace of mind. We also address the key concerns or challenges that independent financial advisors face.