Clive Kolbe Email & Phone Number
Business Unit Leader and Advisory Partner @ IWCP : Insurance & Wealth Creation Professionals
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Clive Kolbe Location
- Cape Town, WC, ZA
Clive Kolbe Work
- Business Unit Leader and Advisory Partner @ (April 2024 - Present)
- Financial Planner and Wealth Advisor @ Cornerstone Advisory Services (PTY) Ltd (April 2017 - Present)
- Financial Advisor @ (April 2013 - Present)
- Financial Advisor @ (April 2013 - January 2015)
- Financial Planner and Wealth Advisor @ Envestpro Financial Services (February 2015 - April 2017)
- Financial Advisor @ (August 2011 - January 2013)
- New Business Consultant @ (February 2009 - August 2011)
- Client Services Specialist @ (July 2007 - January 2009)
Clive Kolbe Education
- Moonstone Business School of Excellence
NQF 5 (Wealth Management)
2013-2015 - Moonstone
Financial Planning and Services
2013-2013 - The Settlers High School
Secondary Education
1999-2003 - Parow East Primary school
Primary (Primary Education)
1996-1998 - Dale Junior
Primary education
1995-1996 - Tuscany Glen Primary School
Primary Education
1992-1995
Clive Kolbe Skills
- Asset Management
- Banking
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Risk Management
- Social Media
- Strategic Planning
- Wealth
- Wealth Management
- Wealth Management Services
Clive Kolbe Summary
- Clive Kolbe, based in Cape Town, WC, ZA, is currently a Business Unit Leader and Advisory Partner at IWCP : Insurance & Wealth Creation Professionals. Clive Kolbe brings experience from previous roles at Cornerstone Advisory Services (PTY) Ltd, Liberty Group South Africa and Envestpro Financial Services. Clive Kolbe holds a 2013 - 2015 NQF 5 in Wealth Management @ Moonstone Business School of Excellence. With a robust skill set that includes Asset Management, Banking, Equities, Estate Planning, Finance and more. Clive Kolbe has 1 mobile phone numbers on RocketReach.
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