CLIENT SERVICES MANAGER

Cara Fernandes, RFP™

Cara, a Registered Financial Planner™, has been an integral part of Douglas Investments since 2007, overseeing client services and ensuring operational efficiency, compliance, and professionalism in all client-related aspects.

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Credentials

  • Cara joined Douglas Investments in 2007, having previously worked with Clive and Richard at Melville Douglas from 2003. Cara manages client services and works closely with the Directors of Douglas Investments, ensuring that everything client related, from the portfolio opening and administration through to compliance and marketing and communication, is run efficiently and with a high level of professionalism.

    Cara is registered as a Registered Financial Planner™ with the Financial Planning Institute of Southern Africa (FPI).

  • Registered Financial Planner™, Financial Planning Institute of Southern Africa

    Advanced Certificate in Financial Planning NQF6, Moonstone Business School of Excellence, 2022

    Higher Certificate in Wealth Management NQF5, Moonstone Business School of Excellence, 2020

  • Financial Services

  • Client Service Management, Financial Services, Investments

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