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Brad Cfp® Location
Cape Town, WC, ZA
Brad Cfp® Work
2025 -now Financial Planner @
2024 -2025 Distribution Specialist @ Private Wealth management.
2023 -2024 Distribution Specialist @
2015 -2023 Strategy and Portfolio Manager. Agency Franchise Distribution @
2007 -2015 Regional Manager AFD @
Brad Cfp® Education
University of the Orange Free State
Post Graduate Diploma in Financial Plannning Law (Financial Planning and Services)
2009
Westville Boys High School
Matric (Financial Planning)
1979
Brad Cfp® Skills
Banking
Estate Planning
Financial Services
Investment Advisory
Investments
Pensions
Retirement
Retirement Planning
Strategic Financial Planning
Wealth
Wealth Management
Brad Cfp® Summary
Brad Cfp®, based in Cape Town, WC, ZA, is currently a Financial Planner at Fairbairn Consult Financial Planning. Brad Cfp® brings experience from previous roles at Private Wealth management., Old Mutual South Africa and Old Mutual. Brad Cfp® holds a Post Graduate Diploma in Financial Plannning Law in Financial Planning and Services @ University of the Orange Free State. With a robust skill set that includes Banking, Estate Planning, Financial Services, Investment Advisory, Investments and more. Brad Cfp® has 2 emails on RocketReach.
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