Julian comes from a marketing and financial advisory background, having worked 7 years as an independent adviser in South Africa and the UAE – as well as stints at industry stalwarts Guardian Wealth Management and Devere Acuma.
With several financial services qualifications under his belt, Julian is actively studying towards his CFP.
Julian is from Stellenbosch, South Africa so naturally loves the outdoors as well as good food and wine. On the weekend you could find him on a golf course or enjoying watching various
- Matric – Paul Roos Gymnasium, Stellenbosch South Africa
- Marketing Management Diploma – Boland College, Stellenbosch, South Africa
- Level 3 Certificate in Wealth & Investment Management – CISI
- UAE Financial Rules & Regulations – CISI
- International Introduction to Investment Award – CISI
- FSP & Key Individual – Regulatory Examination FSB (South Africa)
- RE5 Representative – Regulatory Examination FSB (South Africa)
- Apprentice Health Care Broker – CMS (South Africa)
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