SOLUTIONS 2 WEALTH - Key Persons
Clark Ellis started in the financial services industry in 1991 and spent 19 successful years with Liberty Life before venturing out and opening the brokerage and giving it the name Solutions 2 Wealth.
Clark Ellis is the owner Solutions 2 Wealth. The brokerage was registered in 2010, and its immediate and growing success can be attributed to the transparent, dependable and client-oriented way with which Clark approaches financial planning and services.
Having found his niche in the financial industry in 1991, Clark Ellis has taken his expertise from strength to strength, achieving multiple national and international awards and titles along the way. From 2006 to 2010, Clark was nominated as the Western Cape consultant representative to the Liberty Life Business Development Forum. Since going independent he has continued to achieve the Business Excellence Club with Liberty Life. Clark's experience and respect within the industry, together with his genuine character and passion for people, make him exceptional at what he does.
Solutions 2 Wealth was licensed as a Sole Proprietor with the Financial Services Board no. 41072 in February 2010 and commenced practicing in January 2011. Clark spent 19 successful years with Liberty Life before venturing out and opening the brokerage and giving it the name Solutions 2 Wealth. In 2015 Solutions 2 Wealth was licensed as Clark Ellis Financial Services (Pty) Ltd, trading as Solutions 2 Wealth, with a new FSB licence no. 45677.
Job Titles:
- Operations and Human Resource Manager
Kate Ellis qualified in the Events Industry in 2019 and joined Solutions 2 Wealth in 2020 to assist with the organisational and administrative needs of the business.
Job Titles:
- Independent Financial Advisor
Lloyd started working in the Financial Services Industry in 2012 as an Accountant before joining Solutions 2 Wealth in 2016.
He has obtained a Bachelor of Commerce Degree in Finance through the University of South Africa and holds a Postgraduate Diploma in Financial Planning from the University of the Free State with Distinction.
Lloyd is a qualified Certified Financial Planning Professional®, a member of the Financial Planning Institute of South Africa (FPI) and he focusses on providing holistic financial planning solutions to clients financial needs.
Luke Ellis started working for Solutions 2 Wealth in 2017 and is currently completing his Bachelor of Commerce through Varsity College.