- Member – Institute of Financial Markets
- Associate – Financial Planning Institute
- RE1 Key Individual
- RE3 Discretionary Manager
- RE5 Representative
Jim started Financial Fitness during April 1996. He has been involved with investment education, advice and management since 1982, first in South Africa then the USA. While living in the United States and working for Investors Edge, he realised that most people didn’t invest because they could not save – a little obvious, but totally overlooked. So, between 1994-95 he wrote the course material for Financial Fitness The Easy Way and returned to South Africa, to establish the company, in January 1996. Jim is a Member of The Institute of Financial Markets and holds a Discretionary Asset Management licence with the Financial Services Board.
Financial Director, Senior Advisor
Financial Fitness 1998 – Present
Vicky began at Financial Fitness as an accountant and thereafter became Jim Millar’s PA. She was then promoted to office administrator for the Rivonia branch. In 2000 Vicky began financial planning and by 2003 she became a director.