David Monteiro Email & Phone Number
CERTIFIED FINANCIAL PLANNER @ Carrick Wealth
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David Monteiro Location
- Cape Town, WC, ZA
David Monteiro Work
- 2020 -now CERTIFIED FINANCIAL PLANNER @
- 2014 -now Private Wealth Manager @
- 2017 -2017 Associate @ Carrick Investment Services
- 2013 -2013 Foreign Exchange Broker @ 1st Contact Limited
- 2012 -2013 Project Accountant @ G & H Consulting Engineers
- 2009 -2012 Financial Advisor @ Liberty Life
David Monteiro Education
- Milpark Education - School of Financial Planning and Insurance
Post Graduate Diploma in Financial Planning (Completed)
2016-2019 - The Chartered Institute for Securities & Investment (The CISI)
International Certificate in Wealth and Investment Management
2015-2015 - The Chartered Institute for Securities & Investment (The CISI)
Introduction to Securities and Investments
2015-2015 - University of South Africa/Universiteit van Suid-Afrika
B.Com Banking Degree
2005-2014 - AACE International
Certified Cost Technician Accreditation (Certified Cost Technician)
2012-2013 - Elpavo
(Project Control)
2012-2012
David Monteiro Summary
- David Monteiro, based in Cape Town, WC, ZA, is currently a CERTIFIED FINANCIAL PLANNER at Carrick Wealth. David Monteiro brings experience from previous roles at Carrick Wealth (Pty) Ltd, Carrick Investment Services, 1st Contact Limited and G & H Consulting Engineers. David Monteiro holds a 2016 - 2019 Post Graduate Diploma in Financial Planning in Completed @ Milpark Education - School of Financial Planning and Insurance. David Monteiro has 1 emails and 1 mobile phone numbers on RocketReach.
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