Laurentius van den Worm

Head Of Investment Strategy at Timeline

Laurentius van den Worm began their career in 2011 as a Student Intern at Reutech Radar Systems. In 2015, they moved to Van Der Byl Bergh (Pty) Ltd as a Financial Consultant and Investment Analyst. In this role, they managed four funds, identified and selected allocations to third-party investment managers, and constructed bespoke investment portfolios. In 2022, they joined Timeline as an Investment Strategist and Investment Specialist. At Timeline, their role focuses on helping adviser businesses across the UK deliver core financial planning and coaching to their clients.

Laurentius van den Worm's education history includes a Bachelor of Commerce (Business Science) with a field of study in Investment Management from Stellenbosch University between 2011 and 2014. In 2016, they completed a Post Graduate Diploma in Financial Planning from Stellenbosch Business School. Additionally, they obtained a Certified Financial Planner (CFP) certification from the Financial Planning Institute of Southern Africa in April 2017, an Entrepreneurship in Emerging Economies certification from HarvardX - An Online Learning Initiative by Harvard University through edX in May 2020, and is currently a CFA Level 3 Candidate from the CFA Institute, obtained in August 2021.

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