Spencer has almost 40 years’ experience in the financial services industry. As a Financial Planner, the interests of his clients are at the heart of everything he does. Spencer believes that building and developing personal relationships is an essential part of financial planning. His management experience has made him a good listener, very detail oriented and able to show appreciation and empathy to the people and clients he works with as a Financial Planner.

His career started in 1981 when he joined Standard Bank. After twenty years in the banking sector, he moved to Old Mutual Personal Financial Advice to start his second career in the financial planning industry. He spent 11 productive years building experience both as a Sales Manager and Financial Planner before joining Old Mutual Franchise as a Financial Planner in 2013. Spencer moved to Private Wealth Management as a Financial Planner in March 2016.

Spencer holds Certificates in Financial Planning and Estate Planning and is in the final stages of an Advanced Certificate in Financial Planning through the Milpark Business School. He is currently participating in a Coaching Programme and will be working towards his Certified Financial Planner qualification next.

He enjoys golf, watching sport, walking and spending time with family and friends around the braai!

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Retirement Annuity or Tax Free Investment Account
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