Paul is a Certified Financial Planner and qualified life coach with over ten years industry experience and with a focus on wealth management.
He joined Private Wealth Management in 2019, having built his practice over the preceding years as an adviser with Old Mutual. His areas of expertise include lifestyle financial planning, local and offshore investing and estate planning.
Paul has a Bachelor of Commerce in Investment Management and a Postgraduate Diploma in Financial Planning from Stellenbosch University, as well as a Certificate in Coaching from the UCT Graduate School of Business. He holds an MBA with a focus on succession planning in wealth management organisations and is a member of the Financial Planning Institute of South Africa.
Before completing his studies at Stellenbosch University, he trained as a chef in Franschhoek and enjoys overlanding to remote places.