Louis Jooste's Linkedin Analytics

Cross-border Private Client Advisor with background in Law, Tax and Financial Planning (CFP). Offshore Trusts: Corporate Trustee and Company Secretarial Administrator. Specialist skill in Estate Planning and efficient Wealth Preservation Structures for UHNW families. Non-practicing Attorney and Notary. Advanced business and legal acumen ensure a firm understanding of effective strategies and legal systems including resolving issues and implementing improvements, while enhanced liaison and negotiation skills allow for successful collaboration with stakeholders from many professional, technical and cultural backgrounds. Strategic planner with sharp focus on efficiencies and goal-based planning. Highly developed analytical expertise and problem solving, time-management and organisational skills guarantee precise attention to detail, exemplary performance under pressure and the ability to achieve tight deadlines in fast-paced environments. Keen interest in Fintech, Cryptocurrencies and Family Office Automation. QUALIFICATIONS and LICENCES: • Bachelor of Laws (LLB) - North West University • Post Graduate Diploma in Tax Law - University of Cape Town • Admitted Attorney - Law Society of South Africa, 2012 • Admitted Notary Public - Law Society of South Africa, 2013 • Authorised Representative for Financial Services Providers (RE5), Moonstone, 2017 • Media Training: The Nielsen Network, 2020 • CFP® Professional Competency, 2020 • Specialist Certificate in Financial Crime Risk and New Technology, 2021 • Guernsey Digital Greenhouse: High Potentials Programme 2022 KEY ACHIEVEMENTS: • Top Supporter to Financial Advisory in Limpopo Province, 2015 - 2016 • FNB Fiduciary National Catalyst-of-the-Year Award, 2014 - 2015 • FNB Advice Award: most leads to FNB Financial Advisory: Limpopo Province 2014 - 2015 • FNB Financial Advisory: Fiduciary Specialist of the year 2020 PROFESSIONAL MEMBERSHIPS: • Financial Planning Institute of South Africa • Affiliate Member - Society of Trust and Estate Practitioners • Member - Legal Practice Council • Vice President - Business Network International, Polokwane Storm Chapter (2011 - 2014)