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Erica Maree

Erica Maree

Financial Adviser

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27825661689
erica@optimumgroup.co.za

Erica is an experienced financial advisor with over 15 years of experience in the financial services industry. I specialise in risk and retirement planning, helping clients navigate complex financial markets and develop strategies to achieve their long term goals.

 

I began my career in the financial services industry as a broker consultant with Discovery and then moved onto Ninety One. I then transitioned to become a FA,  working closely with clients to understand their financial goals and develop customised investment plans that align with their unique needs and risk tolerance.

 

I hold a diploma in financial planning from a top tier institution, as well as several professional certifications.

An Authorised Financial Services Provider | 8143

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