Paul Planner Location
Dubai, AE
Paul Planner Work
- 2022 - now Independent Financial Advisor @ Fractal Capital
- 2020 - now Senior Financial Planner @ Seven Insurance Brokers
- 2020 - now Private Wealth Director @ Titan Wealth Financial Consultation & Analysis LLC
- 2022 - 2023 International Financial Advisor @ Beacon Global Wealth Management
- 2016 - 2020 Senior Associate @ Holborn Assets LLC
- 2014 - 2016 Operations Manager @ Origin Financial Group of Companies
- 2013 - 2016 Portfolio Manager @ Origin Financial Group of Companies
- 2010 - 2013 Portfolio Manager @ PWV Trustsure
Paul Planner Education
- The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (Financial Planning and Services)
2020 - 2021 - University of the Free State
Postgraduate Diploma in Financial Planning (Financial Planning)
2009 - 2010 - University of KwaZulu-Natal
BComm (Finance, Economics & Marketing)
2003 - 2006
- St Henry's Marist Brothers College
High School (English, Afrikaans, Maths, Accounting, Science, Biology)
1998 - 2002
Paul Planner Summary
Paul Planner, based in Dubai, AE, is currently a Senior Financial Planner at Seven Insurance Brokers. Paul Planner brings experience from previous roles at Fractal Capital, AHR Financial Consultation & Analysis LLC, Beacon Global Wealth Management and Holborn Assets LLC. Paul Planner holds a 2020 - 2021 Investment Advice Diploma in Financial Planning and Services @ The Chartered Institute for Securities & Investment (The CISI). Paul Planner has 3 emails on RocketReach.
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Mark N.
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Julian Stanley
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