
Charl has 12 years’ experience in the financial services industry and is passionate about helping his clients to achieve and maintain financial independence. He is qualified to offer advice across all aspects of financial, estate, risk and investment planning.
He has a Higher Certificate in Financial Products and started his career as a Financial Adviser with Old Mutual PFA in 2009. He rose through the ranks to Development Manager and Work Site Manager but, his passion to assist clients saw him move back into a Senior Financial Planner role. Charl and his team opened the Private Wealth Management Bloemfontein office in September 2021.
When not helping his clients, Charl enjoys playing golf and spending time outdoors with his family.