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MEET CILMA SOROUR
Cilma started her career in financial services in 2007 at Liberty Life. In 2009 she joined Sanlam’s Investment Platform (Glacier), and later their Asset Management company (Sanlam Investment Management). In 2017, Cilma embarked on her career as an independent financial advisor. Cilma specialises in all areas of personal financial planning and investment management for high-net-worth individuals.
She is also a regular presenter on investment, economic and industry topics, and is known for her ability to passionately present complex concepts in simple and understandable terms. Cilma holds a Bachelor’s Degree in Commerce from the University of Stellenbosch as well as a Postgraduate Diploma in Financial Planning from the University of the Free State. She has also completed the Advanced Postgraduate Diploma in Financial Planning, specialising in Investment Management and Portfolio Construction (where she was awarded Top Student in South Africa), and the Higher Diploma in Tax Law from Stellenbosch University. Cilma is a Certified Financial Planner (CFP®).
Contact Cilma. Call: 073 186 8109. Email: cilma@sorourfamilyoffice.com
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MEET EDDIE SOROUR
Eddie started his career in financial services in 2000. He has held various management and executive positions, locally and abroad, at leading corporate institutions including PricewaterhouseCoopers, BHP Billiton, Barclays Wealth and Old Mutual Specialised Finance. Most recently he held the position of Chief Financial Officer at PSG Konsult Ltd, Distribution.
Besides holding these key positions, he has served on various investment, credit and valuation committees. This first-hand experience has honed his skills in dealing with the intricacies of the South African financial and tax systems. Eddie is regularly called upon to advise business stakeholders on reorganising and restructuring strategies, while maintaining a clear understanding of industry professionalism and integrity. He possesses a deep enthusiasm for small business and serves as a non-executive director on a number of SME’s.
Eddie’s passion is for providing holistic and truly independent financial advice. His unique set of qualifications, experience and skills, are sought after in the financial services industry. Eddie is a Chartered Accountant (South Africa) and holds the Chartered Global Management Accountant (CIMA®) designation. He has completed the Postgraduate Diploma in Financial Planning and is a registered SARS tax practitioner.
Contact Eddie. Call: 082 542 8550. Email: eddie@sorourfamilyoffice.com
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MEET JENNY HALL
Jenny started her career in financial services in 1979 with Commercial Union Life. She held several positions in the group for 18 years. In 1997 she left Commercial Union to start the Financial Planning business in Cape Town for Kessel Feinstein. This later became Grant Thornton. She was a shareholder in the business and held the position of Managing Director for nine years.
In 2006 Jenny started Financial Insight and Guidance (FIG), as her own independent financial planning practice, focussing on holistic financial and investment planning.
Over the following 15 years, she built FIG into a thriving independent practice. After more than 15 years of practising alone, Jenny took the bold step in her business growth by joining the Sorour Family Office. Although this has reinforced her independence as an advisor, it has very importantly allowed her to be a part of a team of like-minded professionals, this provides her and her clients with a valued and supportive infrastructure.
Jenny qualified as a Fellow of the Chartered Insurance Institute in 1990. She is a multiple qualifier of the international organisation, The Million Dollar Round Table, and holds numerous Top of the Table Awards.
Contact Jenny. Call: 082 446 5713. Email: jenny@sorourfamilyoffice.com
