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Like many in South Africa, I got into financial planning by accident. -Over twenty years ago,while on the path to becoming a Chartered Accountant, I applied for what I thought was an accounting job but was a service clerk at an insurer. This began a love affair with financial services.
I then switched my study pathway to pursue the respected CFP® designation.
During my career, I fulfilled many roles including telephone sales, personal assistant,administration manager, tied financial adviser, para planner and lecturer, as well as owning his own financial planning practice. I am a CFP® professional and Certified Financial Educator Instructor.
Before leaving The Financial Planning Institute in November 2022, I served as the Head of the Policy Division for nine years. I enjoyed engaging with members and representing member and consumer interests to the regulators and policymakers.
My goal is to ensure that financial planning can be viewed as a profession alongside the traditionally recognised professions. A passion I continue in my current role of consulting financial planning firms to help them evolve to their next.
When not focusing on achieving professional status for financial planning, David spends time with his wife and two daughters driving them crazy with bad dad jokes and spending as much time in the great outdoors as possible.
Financial planning Trends
Join us for an insightful keynote exploring the latest trends in financial planning! Discover how regulatory shifts, technological advancements, changing consumer behaviours, diversity and inclusion initiatives, and the evolving operating environment are shaping the future of our profession. Gain actionable insights to navigate these trends and elevate your practice. Do not miss this opportunity to stay ahead in the dynamic world of financial services!
Compliance by the client, not by the book
Unlock the power of compliance as a business advantage in our dynamic financial landscape! Join us for an engaging talk as we explore how to transform the traditional view of compliance from a burden to an opportunity. Learn practical strategies to leverage compliance as a strategic tool to enhance operational efficiency, strengthen client trust, and drive business growth. Discover how embracing compliance can propel your firm forward in an increasingly regulated environment. Do not miss this session to revolutionize your approach to compliance and elevate your business.
Business Management, Financial Planning Trends, Client Charging (in financial planner) Financial adviser remuneration Practice Management Strategy, Client Engagement.
Financial planning Trends
Join us for an insightful keynote exploring the latest trends in financial planning! Discover how regulatory shifts, technological advancements, changing consumer behaviours, diversity and inclusion initiatives, and the evolving operating environment are shaping the future of our profession. Gain actionable insights to navigate these trends and elevate your practice. Do not miss this opportunity to stay ahead in the dynamic world of financial services!
Compliance by the client, not by the book
Unlock the power of compliance as a business advantage in our dynamic financial landscape! Join us for an engaging talk as we explore how to transform the traditional view of compliance from a burden to an opportunity. Learn practical strategies to leverage compliance as a strategic tool to enhance operational efficiency, strengthen client trust, and drive business growth. Discover how embracing compliance can propel your firm forward in an increasingly regulated environment. Do not miss this session to revolutionize your approach to compliance and elevate your business.
Business Management, Financial Planning Trends, Client Charging (in financial planner) Financial adviser remuneration Practice Management Strategy, Client Engagement.
