Danie has 20 years’ experience in the financial services industry and is passionate about helping his clients to develop their own unique financial, investment and retirement plans according to PWM’s unique Lifestyle Financial Planning philosophy. Danie has a specific interest in estate planning, offshore investing and risk advice.
He started his career in 2000 as a Personal Financial Advisor with Standard Bank. He joined Old Mutual Personal Financial Advice in 2010 as an Executive Financial Advisor and has been with Private Wealth Management as a financial planner since early 2020. Danie was a member of the Standard Bank Financial Consultancy Top Club, an Old Mutual PFA top 100 adviser and the Old Mutual PFA Regional Reserve champion for four consecutive years.
Danie has a National Certificate in Financial Services and Wealth Management NQF Level 6 INSETA.
When not helping his clients, Danie enjoys his other passions – cycling and squash.