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