Paul Planner Email
Senior Financial Planner @ Seven Insurance Brokers
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Paul Planner Location
- Dubai, AE
Paul Planner Work
- 2022 -now Independent Financial Advisor @
- 2020 -now Senior Financial Planner @
- 2020 -now Private Wealth Director @
- 2022 -2023 International Financial Advisor @
- 2016 -2020 Senior Associate @
- 2014 -2016 Operations Manager @
- 2013 -2016 Portfolio Manager @
- 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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