John has 24 years’ experience in the financial services industry and is passionate about helping his clients with retirement planning and decisions regarding their retirement investments. He has been following the world renowned “Lifestyle Financial Planning” process for the last 14 years.
He started his career in the financial services industry in 1996 when he joined FNB Trust Services as a Product Specialist (Estate Planning & Investment Advice) followed by a short stint with Momentum Distribution Services as a Broker Consultant before joining PWM Wealth Management in 2016.
John has a Post Graduate Diploma in Financial Planning (CFP) from the University of the Free State and completed a Management Development Programme from the University of Stellenbosch Business School.