• Adv. Sankie Morata, CFP

    Adv. Sankie Morata, CFP

    South Africa

    Adv. Sankie Morata, CFP, is the chief executive officer of Sanlam Fiduciary Services in Cape Town, South Africa. He has held leadership positions at Nedbank and BOE Fiduciary Services, where among others he specialized in estate planning, compliance, risk management, public policy, legislation and regulation, client relationships, and audit management.

    Morata served as chairperson of the board of directors of the Financial Planning Institute (FPI) of Southern Africa from 2014 to 2017, and as chairperson of FPSB’s Launching and Developing Markets Forum from 2014 to 2016. A Certified Financial Planner professional, Morata also holds Bachelor of Laws and Master of Laws degrees from the University of the Free State, a post-graduate diploma in financial planning from Stellenbosch University, a post-graduate diploma in compliance management from the University of Johannesburg, a certificate from the University of the Witwatersrand in managing business turnaround and corporate renewal, and Advanced Leadership in Design Thinking from the University of Cape Town.

    Adv. Morata’s term on the FPSB Board of Directors ends 31 March 2024.