CMH Board Member
Shirley Passanah – Certified Financial Planner and Tax Consultant
Shirley Passanah is a seasoned Certified Financial Planner and Tax Consultant. She joined Spectrum Financial Consulting in 2011, which is Liberty Life associated company and specialises in areas of personal financial planning, business assurance, corporate benefits, investment planning, estate planning, retirement planning and healthcare. Shirley started her journey with Liberty in 1998 and has been hugely successful in managing the Liberty portfolio’s of her loyal client base. Shirley’s passion is to educate clients on the importance and need for their financial independence.
Her dream is to assist at least 10% of South African women to become financially independent and control their own destiny through a proper financial plan. Shirley not only assists her clients to understand their financial plan, she actively teaches them how to manage their finances holistically. She has run numerous workshops, written articles & has featured in various radio broadcasts all requiring expert advice in her area of expertise. Shirley has also won a number of accolades over the years cementing her as an expert in her field, some of these include “Executive Financial Adviser” in 2018, as well as a certificate of achievement for the “Century Club 100” also in 2018 to name but a few. Shirley has also won the accolades of her clients, some saying “From an advisory point of view, her skill set and knowledge in her field is impeccable. Her efficacy in her service delivery or turn-around time is unbelievable. The advice that she offers is always in the best interest of her clients and family’s needs and budgets; nothing more, nothing less”…
Shirley has a Diploma qualifying her as a Tax consultant through UNISA, & a Post Graduate Diploma in Financial Planning through UFS, she is a member of the Financial Planning Institute qualifying her as a CFP.