Chief Operating Officer
Billy is an admitted attorney. He attained Post Graduate and Advanced Post Graduate Diplomas in Financial Planning and is a Certified Financial Planner. He is an approved compliance officer and Compliance Institute member. He has been involved in many areas of the financial services industry since 2000 and has been directly involved with compliance management since 2004. Billy joined us in 2011 as our Chief Operating Officer. Being at the head of a compliance operation which is responsible for almost 12 000 intermediaries, Billy is well versed in the challenges faced by financial institutions and financial services providers in the ever-changing regulatory landscape.