Senior Wealth Manager
Brief info
David has been in the financial services for over twenty years. Following a short period at Old Mutual, David joined one of South Africa’s oldest stockbroking firms. After thirteen years’ servicing private clients in the stock broking industry with portfolios across equities and derivative products, he moved into Wealth Management. Since 2013, David has provided financial advice and intermediary services to assist clients with their financial planning, investment needs and the attainment of their financial goals.
His qualifications include a Postgraduate Diploma in Management in Business Administration from Wits Business School, a Bachelor of Commerce and a Bachelor of Physical Education and Marketing. In addition, David has completed the RE5 Representative exam and numerous industry specific exams though the SA Institute of Financial Markets and Unisa.
His passion for financial markets and desire to educate investors has led to a deep commitment to wealth preservation and growth, tailored to specific client requirements