David believes in long-term relationships, built on honesty and integrity, with his clients, his friends and his family. This has allowed clients to share personal information which is essential to their personal financial plan. David finds enjoyment in coaching his clients towards financial freedom.
He started his career working in London at Norddeutsche Landesbank. After returning to South Africa in 2003, David focused his career efforts in the financial planning industry and soon realised that being an independent financial planner allowed him to offer clients solutions that better matched their needs. In 2010, David joined Investment Facilitators as a Key Individual and became part of the team of like-minded planners.
David has a Bachelor of Commerce degree from University of South Africa and is a CERTIFIED FINANCIAL PLANNER ® and a member of the FPI (Financial Planning Institute). David keeps up-to-date with the latest financial planning knowledge and trends.
David is happily married to Tracey, and they have two sons, Matt and Thomas. David enjoys the outdoors and spends most of his free time with his family.
You can contact David at Investment Facilitators on 0727295820 or 033 3435360 or via email firstname.lastname@example.org
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