Annari Leonard

Senior Investment Administrator
Wealth & Invest

Financial Planning NQF Level 5

Annari joined Investhouse International in 2005 and obtained the Financial Planning NQF level 5 certificate in February 2010. She has been in the financial services industry for many years, gaining vast experience at Sanlam where she held several administrative, operational and Provincial Managers’ assistant positions. Prior to joining Investhouse she also worked at Citadel for 5 years as investment administrator and was also part of the team establishing Citadel Direct in 2000. As wealth administrator she liaises with clients on administrative matters, implements investment instructions, compiles consolidated client reporting and attends to banking and product provider client audit reports.