David Monteiro Location
Cape Town, WC, ZA
David Monteiro Work
- 2020 - now CERTIFIED FINANCIAL PLANNER @ Carrick Wealth
- 2014 - now Private Wealth Manager @ Carrick Wealth
- 2017 - 2017 Associate @ Carrick Investment Services
- 2013 - 2013 Foreign Exchange Broker @ 1st Contact
- 2012 - 2013 Project Accountant @ G&H GROUP of Companies
- 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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different David Monteiro?
Find contact details for 700 million professionals.
Others Named David Monteiro
-
David Monteiro
Senior Director Managed Accounts at Fidelity Investments
Braintree, MA, US22 -
David Monteiro
Directeur général at Homifab
Bordeaux, FR3
Top Carrick Wealth Employees
-
Craig Featherby
Founder and Chief Executive Officer at Carrick Wealth
Cape Town, WC, ZA25 -
Delon Fourie
Head Of Technology at Carrick Wealth
Cape Town, WC, ZA15+ -
Samantha Acsi
Private Wealth Manager at Carrick Wealth
Cape Town, WC, ZA12 -
23
-
Carmen Hachandi
Managing Director Carrick Wealth Zambia Limited at Carrick Wealth
Lusaka, Lusaka Province, ZM2 -
David Mann
Offshore Wealth Manager at Carrick Wealth
Durban, KZN, ZA2 -
Dale Namnick
Regional Manager: Cape Town at Carrick Wealth
Cape Town, WC, ZA2 -
Mikhaeel Haffejee
Head of Compliance at Carrick Wealth
Western Cape, South Africa1 -
Nelson Khutswa
Private Wealth Manager at Carrick Wealth
Johannesburg, GP, ZA1
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
