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David Smith's contacts

Position:Adviceworx Financial Planning Partner at Adviceworx
Experience:38 years
Location:Pietermaritzburg, KwaZulu-Natal, South Africa

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Work Experience

Adviceworx Financial Planning Partner at Adviceworx

Jan 2020 - Current

Financial Advisor at Momentum

Jan 2008 - Jan 2020

Financial Advisor at Multifin

Jan 2002 - Jan 2008

Financial Advisor at Boland Bank

Jan 1997 - Jan 2002

Financial Advisor at Old Mutual South Africa

Jan 1993 - Jan 1997

Financial Advisor at Principle Broker

Jan 1990 - Jan 1993

Financial Advisor at Bancura Group Schemes & Volkskas

Jan 1988 - Jan 1990

David Smith started working in 1988, then the employee has changed 6 companies and 1 job. On average, David Smith works for one company for 5 years 5 months.

Education

Advanced Certificate in Financial Planning at Milpark Buiness School

Licentiate Diploma at The Insurance of South Africa

Regulatory Exam at Moonstone Business School of Excellence

Regulatory Exam at Financial Planning Institute of South Africa

NQF 5 at University of South Africa/Universiteit van Suid-Afrika

Intermediate Certificate in Business Studies at Insurance Institute of South Africa

Life Intermediaries Certificate at Insurance Institute of South Africa

Certificate of Proficiency at Insurance Institute of South Africa

Current Company Information Adviceworx

Name: Adviceworx

Speciality: Holistic wealth management, Long-term investment relationships, Investment advice for every life phase, Lifestyle Wealth Design Planning, Financial Advice

Location: Johannesburg, Gauteng, Republic of South Africa

Employees: 200-500

HQ Phone: 011 268 9600

Description: Adviceworx is an advice-led financial services business that offers professional management of financial adviser networks and practices....

Frequently Asked Questions

What is David Smith's minimum period of employment in the companies?

David Smith's minimum period of employment in various companies is 2 years.

What is David Smith's average duration of employment for different companies?

On average, David Smith works for one company for 5 years 4 months

What industries has David Smith worked in?

David Smith works in the Financial Services.

What positions has David Smith held before?

Previously, David Smith worked as a Financial Advisor.

How do I contact David Smith?

David Smith's email address is d*****s@adviceworx.co.za, phone number is +27-***-***-8520. Sign up to get contact details.

David Smith Namesakes

Name
Company
Position
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Premium Experience Ambassador
D
Coordinator Health Plan Sales

Other employees at Adviceworx

Name
Company
Position
O
Financial Planning Partner
I
Financial Planning Partner
R
Partner Adviceworx CERTIFIED FINANCIAL PLANNER® professional

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