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Theoniel McDonald CFP®
Financial Advisor

Theoniel McDonald has over 20 years of experience in the financial services industry, with a passion for business and financial planning. This passion led him to complete a Post Graduate Diploma in Financial Planning and an MBA. With strong entrepreneurial skills, a solid business background, and exceptional problem-solving abilities, Theoniel provides comprehensive financial planning services to his clients, primarily business owners and professionals. He understands the importance of a client-centric approach and constantly improving and professionalising his advisory practice.

Post Graduate Diploma in Financial Planning
MBA (UFS)
RE1 & RE5 Regulatory Exams

Phone: +27 83 284 8040
Email: theoniel@wealthassociates.co.za
Address: 95 Aliwal Street, Arboretum, Bloemfontein
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