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Featured Financial Planner

Shaun Thompson, Financial Planner

Shaun Thompson | Financial Planner Profile

Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®.
Darren Robertson CFP® AIFM® at Opes Wealth

Darren Robertson, CFP® | Financial Planner Profile

Blue Chip speaks to Darren Robertson, CFP® at Opes Wealth, about his journey as a Certified Financial Planner®.
Bryan Nicol, CFP® - Lifestyle Financial Planner & Owner

Bryan Nicol, CFP® | Financial Planner Profile

Blue Chip speaks to Bryan Nicol, CFP®, Lifestyle Financial Planner at Freedom Financial Planning, about his journey as a Certified Financial Planner®.
Terence Tobin FAMILY FOCUSED CERTIFIED FINANCIAL PLANNER® AND RICH IDEAS GROUP FOUNDER

Terence Tobin, CFP® | Financial Planner Profile

Blue Chip speaks to Terence Tobin, CFP®, Director at Rich Ideas Group, about his journey as a Certified Financial Planner®.
Gareth Collier, CFP®, Director at Crue Invest

Gareth Collier, CFP® | Financial Planner Profile

Blue Chip speaks to Gareth Collier, CFP®, Director at Crue Invest, about his journey as a Certified Financial Planner®.
Kim Lewis – CFP®, Naviganti Financial Planning CC

Kim Lewis, CFP® | Financial Planner Profile

Blue Chip speaks to Kim Lewis, CFP® at Naviganti Financial Planning cc, about her journey as a Certified Financial Planner®.
financial planner stock footage Source: canva

Profiling financial planners

Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Jana Human, CFP®

Jana Human, CFP® | Financial Planner Profile

Blue Chip speaks to Jana Human CFP® of the JWR Group, about her journey as a Certified Financial Planner®
Rudolph Geldenhuys, CFP® - Senior Financial Planner at WealthUp.

Rudolph Geldenhuys CFP®

Blue Chip speaks to Rudolph Geldenhuys, CFP® - Senior Financial Planner at WealthUp, about his journey as a Certified Financial Planner®
Kim Potgieter CFP®, Director, Chartered Wealth Solutions, ICF Professional Certified Coach, New Money Story® Mentor Coach, Certified Dare to Lead™ Facilitator

Kim Potgieter CFP® | Financial Planner Profile

Blue Chip speaks to Kim Potgieter CFP®, Director, Chartered Wealth Solutions, about her journey as a Certified Financial Planner®
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