Qualifications:
BA Degree (US)
Post Graduate Diploma in Financial Planning (UFS)
I am a specialist financial adviser with 26 years of experience, specifically targeting affluent individuals and families. This allows me to provide a service that is both unique and structured around my passion for risk, investments and retirement planning. I believe that trust and a holistic approach to financial planning is key to building firm relationships with my clients.
Because of my client’s ongoing support, I have had the honour to be under the Top 20 Advisors nationally for Old Mutual a couple of times.
My wife Louise and I are keen travellers and experimenting with food is a great passion of ours.
Contact Information
+27 (0)21 914 8999 (Cape Town)
info@cfbs.co.za
Bellville Address
28 Bella Rosa Street, Bellville, 7530
PostNet Suite #306, Private Bag X22, Tyger Valley, 7536
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