Dan first started his career in 1972, has over 50 years’ experience in the industry and was one of the founding members of Wealth Associates. After learning the ropes at another insurance broker, Dan started his own practice in 1974 focusing on life assurance and retirement funds. Dan successfully completed the industry qualification and obtained his degree from the University of the Free State in 1986. In 2005, Dan joined forces with two other visionaries and co-founded Wealth Associates South Africa. The business grew from strength to strength and today Wealth Associates - under the Carmel Wealth banner - is a well-established, independent, holistic financial planning business servicing clients across South Africa. Dan continues to focus on running his advisory practice and providing professional financial advice and best-of-breed solutions to his longstanding client base.
RE5 Regulatory Exams
RE1 Regulatory Exams
NQF 7
Post Graduate Diploma