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Contact information

Contact Number: 011 470 6000
 
Address: 84 Sophia Street, Fairland, Randburg
 
Website: http://www.letsplan.co.za

About

David has been in financial services for over 20 years now. During this time he has fulfilled many roles from a personal assistant to an Independent Financial Advisor. David is a CFP® professional, a Business Accountant in Practice and Certified Financial Educator Instructor.

For the past four years David has been with the Financial Planning Institute where he is currently the Head of Public Policy and Consumer Affairs. His daily activities involve engaging with changing legislation and the impact on the financial planner and consumer whom we serve.

Company Info

The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners, which serves the public by ensuring that people who carry the CFP® designation are qualified, experienced and professional. FPI is recognised internationally and is a founding and a current affiliate member of the international Financial Planning Standards Board Ltd (FPSB) based in the USA, along with 25 other affiliate member countries who offer CFP® certification, the highest recognised professional designation worldwide for a financial planning professional.

David ON MONEYWEB  

The tax implications of trading forex for a living

20 June 2017    7    103
What are Sars’ tax requirements on forex trading? It will be my sole income. ...

David's VIEWS  

Finding the right professional financial planner

5 July 2017    1    9
Your financial planner should also be the chief financial officer of your life. ...
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