After graduating with a Bachelor of Commerce Degree in 1992, Adrian travelled extensively and lived in London and Sydney where he worked for Chase Manhattan N.A., Lloyds Bank and Deutsche Bank amongst others. Upon his return to South Africa, Adrian held various banking and information service sales and management positions, and also completed a Master of Business Administration degree in 2002. Adrian began his advisory career in 2005, predominantly providing corporate employee benefits solutions and advice. He completed a Postgraduate Diploma in Financial Planning and obtained the Certified Financial Planner® designation in 2013 and has been providing expert financial planning, wealth management and advice services to both businesses and individuals since then. In the UK, Adrian also completed the Chartered Institute for Securities and Investment – Level 3 International Certificate in Wealth & Investment Management. Adrian is a devoted family man with a wonderful wife and 2 beautiful daughters, and in his spare time, he enjoys golf, running, scuba diving and snow skiing (when he can find snow). Adrian’s passion is assisting people to structure their wealth in a way that helps them achieve both their personal and financial goals in life.
Bachelor of Commerce
Master of Business Administration
Postgraduate Diploma in Financial Planning
CERTIFIED FINANCIAL PLANNER®
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