David Smith

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Adviceworx Financial Planning Partner at Adviceworx|Pietermaritzburg, KwaZulu-Natal, South Africa

Position:

Adviceworx Financial Planning Partner at Adviceworx

Location:

Pietermaritzburg, KwaZulu-Natal, South Africa

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Last updated: 2024-02-13
Updated: 2024-02-13

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Work Experience 38 years

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 6 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

Frequently Asked Questions

What is David Smith's email address?

SignalHire found a verified business email address for David Smith: d*****s@adviceworx.co.za.

What is David Smith's phone number?

SignalHire found a verified phone number for David Smith: +27-***-***-8520.

How do I contact David Smith at Adviceworx?

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What is David Smith's professional background?

David Smith has 38 years of professional experience. They have held roles including Financial Advisor, Financial Advisor, and Financial Advisor at companies such as Momentum, Multifin, and Boland Bank. Their education includes Advanced Certificate in Financial Planning from Milpark Buiness School, and Licentiate Diploma from The Insurance of South Africa.

Is David Smith's contact information up to date?

Yes. David Smith's SignalHire profile was last updated on 13 February 2024, reflecting their current position as Adviceworx Financial Planning Partner at Adviceworx in Johannesburg, Gauteng, Republic of South Africa.

David Smith Namesakes

Name
Company
Position
David Smith
Coordinator Health Plan Sales
David Smith
Lead Computer Scientist

Other employees at Adviceworx

Name
Company
Position
Ian Walton CFP®
Financial Planning Partner
Riaan Schonken
Partner Adviceworx CERTIFIED FINANCIAL PLANNER® professional
Yashmita Saikoolal
Client Relationship Manager
Bryan Ash
Financial Planning Partner
Thandokazi Qabaka
Financial Planning Partner Assistant

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