David Morgan Carrick

Paul Mitchell

Director: Wealth Management and Advisory - Durban

Born in Durban and educated at Jeppe High School for Boys, Johannesburg, Paul’s career began in the corporate arena in senior positions before he started his own business.

Paul returned to financial services when he joined one of the world’s largest independent advisory firms in Durban giving him the opportunity to hone his skills in an industry he’s passionate about. Having spent over 24 years in senior and director positions, Paul has been fortunate to work with people at all levels from Chief Executive Officers to Government Officials.

Committed to the financial wellbeing of his clients, Paul makes sure he provides every client with the best possible options for their individual needs. As Wealth Management and Advisory Director for the Durban and Eastern Cape regions and a solid background in business management Paul is well placed to meet both Carrick and its clients’ expectations.

Things he’s interested in:

Paul is a qualified PADI dive instructor and an avid league squash player.

Amongst other accomplishments, he’s completed an in-service chef apprenticeship, which has not only served him well in the restaurant industry but also with his wife and three teenage children.

His favourite quote:

"Don't limit your challenges, challenge your limits." -Jerry Dunn

How you can get hold of him:

paul.mitchell@carrick-wealth.com

LinkedIn

Wealth Specialists

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David Morgan Carrick

Alasdair Muir

Senior Wealth Specialist

Alasdair was born and grew up in Johannesburg and went to Edenglen High School. After completing his national service he moved to Durban where he began studies at UKZN.

He started his career as a violist and soloist at KZN Philharmonic Orchestra before moving to the artistic and operational management side of the Non-Profit Organisation (NPO).

This move ignited his interest in financial management and the demanding world of personal finance. His success is a testament to his commitment to personal development.

His discipline and attention to detail along with his work ethic, led him from the domestic financial services sector to one of the largest independent offshore advisory firms.

Alasdair now enjoys new and exciting challenges as Senior Wealth Specialist in our Durban office.

Things he’s interested in:

Alasdair is an avid golfer. He’s served as captain of Durban Country Club, won provincial colours in KwaZulu-Natal and represented South Africa at the World Club Championships.

He's a family man with two young daughters who inspire and motivate him.

His favourite quote:

"The secret of success is consistency of purpose." -Benjamin Disraeli

How you can get hold of him:

+27 (0) 82 891 9198

alasdair.muir@carrick-wealth.com

LinkedIn

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David Morgan Carrick

Ian Morris

Wealth Specialist

Ian emigrated to South Africa in 1969 at the tender age of two, but later returned to the UK and completed his education at Hartridge High School, in Wales.

He spent most of his life in the UK and South Africa, firstly as a Branch Manager for Barclays Bank and then Halifax Bank. Ian has been involved in both retail banking and wealth management.

He studied for the certificate of retail banking (1&2) at Middlesex University, UK and has an international certificate in wealth and investment management (CISI).

Things he's interested in:

Ian is happily married to Samantha and has two boys. He likes swimming and reading.

His favourite quote:

"We have two ears and one mouth so that we can listen twice as much as we speak." -Epictetus

How you can get hold of him:

+27 (0) 82 713 8232

ian.morris@carrick-wealth.com

LinkedIn

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David Morgan Carrick

Kevin Day

Wealth Specialist

Kevin was born in Johannesburg and attended Northview High School in Highlands North.

After completing his national service, he began working for Standard Bank in the commercial banking division, and later on for Volkskas Industrial Bank in industrial asset financing prior to the bank becoming part of the ABSA group.

More recently, he has spent eight years working for an offshore investment company in Africa, initially as an IFA and later as Business Development Manager.

He has been based in East African countries such as Kenya, Uganda, Zambia, Zimbabwe and Tanzania, and is thus familiar with the African business environment.

Things he's interested in:

Kevin has a keen interest in sport, both at spectator and participant levels. He is still an active golfer and road runner, and has played cricket, hockey, baseball, soccer and badminton at competitive levels. He enjoys music and nature and he and his wife have their eye on a trip to Tuscany in the near future. He also has a strong drive to empower and mentor people to achieve their potential.

His favourite quote:

"If we all did the things we are capable of, we would astound ourselves." -Thomas Edison

How you can get hold of him:

kevin.day@carrick-wealth.com

LinkedIn

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Rudi Andersen Carrick

Rudi Andersen

Wealth Specialist

Born in Durban and educated at Pinetown Boys High School, Rudi opted to step into the world of work instead of commencing his studies straight away, a decision he has not regretted.

Working at a sales company where he gained a wealth of first-hand experience. Although challenging at times, it was very rewarding to climb the ladder, and he was promoted to a management position. This phase in his life taught him fundamental skills in interacting with people, including a few life lessons that he still lives by today and applies at Carrick.

The next important phase in his life commenced in the UK, where he headed up the Distribution Department at a leading news, sports and entertainment company, tripling the Department’s revenue in his time there. It was upon returning to his home in sunny Durban that he entered the financial sector. Interested in the world of stock markets, he was soon drawn to offshore wealth management and has since settled in as a member of the Carrick family.

Things he’s interested in:

Passionate about the markets and trading, Rudi’s favourite topic to discuss is candlestick charting to measure market emotions surrounding a stock. He enjoys a good gym session and riding a wave or two at the beach. Spending some quality time on the couch watching some F1 racing with his son is always a highlight for him.

His favourite quote:

"To know who you are, is to know who you are not." -Buddha

How you can get hold of him:

+27 (0) 73 544 6155

rudi.andersen@carrick-wealth.com

LinkedIn

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David Mann Carrick

David Mann

Wealth Specialist

Born and bred in Scotland, David completed his private schooling at Daniel Stewarts Melville College in Edinburgh. A keen interest in sport also led him to obtain a degree in Sports Management from Edinburgh University.

When the opportunity arose for David to move to South Africa, he grabbed it with both hands and spent four years working for the largest independent financial advisory group in Durban. David demonstrates extensive knowledge and expertise in offshore wealth management.

His financial qualifications include RE5, CISI (Introduction to Securities and Investments) as well as a CISI Certificate in Wealth Management (Level 3).

Things he's interested in:

David is an avid sportsman, listing football and golf as his top two favourite sports to play or watch. When he’s not doing what he loves – that is, applying his vast expertise to offshore wealth management - he enjoys dining out and spending quality time with his family.

His favourite quote:

"Perfection is not attainable, but if we chase perfection we can catch excellence." -Vince Lombardi

How you can get hold of him:

+27 (0) 76 232 6237

david.mann@carrick-wealth.com

LinkedIn

Business Development Specialists

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Byron Lamb - Carrick Wealth

Byron Lamb

Business Development Specialist

Byron attended Northwood Boys High School and then went on to get a Bachelor of Business Science degree (with Honours in Finance) at the University of KwaZulu-Natal, Durban, in 2017. He said that since the age of 13 he has been honing his entrepreneurial skills and business intuition, initially through working in the family business, and later with various other organisations. This included a full year with the FNB LSM programme, culminating in his team winning the competition. He joined Carrick because he wants to carve a niche for himself in the financial services sector.

Things he’s interested in:

Byron loves organising events and making sure things run smoothly.

His favourite quote:

"Management is doing things right; leadership is doing the right things." -Peter Drucker

How you can get hold of him:

+27 (0) 74 123 9339

byron.lamb@carrick-wealth.com

LinkedIn

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Rochelle Collins - Carrick Wealth

Rochelle Collins

Business Development Specialist

Rochelle was born in Durban, and moved, at a young age, to Long Beach, California, where she completed her tertiary education. She moved back to South Africa and focused her studies on International Marketing Management at Varsity College. She later went on and also obtained a diploma in interior design. Her work experience has given her a wealth of knowledge within the financial markets. Rochelle joined Carrick because of the company’s passion for the industry, its continued growth, and its support of the people that work for the brand.

Things she's interested in:

Rochelle is very family orientated, enjoys travelling, design, and spending time at the beach.

Her favourite quote:

"Dream big, work hard, and make it happen!” -Anonymous

How you can get hold of her:

+27 (0) 79 550 8291

rochelle.collins@carrick-wealth.com

LinkedIn

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Saiyuri Chanderman Carrick Wealth

Saiyuri Chanderman

Business Development Specialist

Saiyuri attended Hillcrest High School and then went on to graduate in 2016 from the University of KwaZulu-Natal with a Bachelor of Commerce [Finance and Economics] degree. She is a hardworking and highly motivated individual who works well alone or in a team to achieve common goals. She approaches tasks confidently and appreciates criticism, as she believes it helps promote her continual growth. She joined Carrick because she believes the company is committed to transformation, transparency, and innovation in the financial services sector.

Things she’s interested in:

Saiyuri enjoys music and plays the guitar. Her favourite restaurant is the Hussar Grill, at Gateway. She enjoys travelling - loved her visits to Singapore, Malaysia, Bangkok, and Mauritius.

Her favourite quote:

"We all have possibilities we don’t know about. We can do things we don’t even dream we can do." -Dale Carnegie

How you can get hold of her:

+27 (0) 83 244 4526

saiyuri.chanderman@carrick-wealth.com

LinkedIn

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Samantha Morris - Carrick Wealth

Samantha Morris

Business Development Specialist

Samantha is a dynamic, inspirational, and results-driven manager with a successful career in sales environments and an exceptional record of implementing business turnaround to create profitable operations. She joined Carrick because she adheres to the company’s business strategy of enhancing the customer experience and empowering staff to deliver operational excellence. She believes Carrick offers a rewarding, results-led role and the opportunity to contribute to its organisational success.

Things she's interested in:

Working and spending time with children.

Her favourite quote:

"Good management is the art of making problems so interesting and their solutions so constructive that everyone wants to get to work and deal with them." -Paul Hawken

How you can get hold of her:

+27 (0) 76 749 2533

samantha.morris@carrick-wealth.com

LinkedIn

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Thavani Naidoo - Carrick Wealth

Thavani Naidoo

Business Development Specialist

Thavani was born in Dundee and enjoyed partaking in lots of sporting activities — she won her 1st gold medal in swimming at the age of seven. She completed her secondary education at Apollo Secondary in Durban, where she held the leadership position of deputy head girl. Thavani later completed her B.Comm (Honours) degree at the University of KwaZulu-Natal. It was her passion for the financial environment along with a passion for self-improvement and growth that drove her to launch her career with Carrick.

Things she's interested in:

Thavani loves swimming, playing squash, and spending quality time with family.

Her favourite quote:

"A great leader’s courage to fulfil his vision comes from passion, not position." -John C. Maxwell

How you can get hold of her:

+27 (0) 84 082 4431

Thavani.naidoo@carrick-wealth.com

LinkedIn

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Tyler Henderson - Carrick Wealth

Tyler Henderson

Business Development Specialist

Tyler matriculated from Hillcrest High School and went to work in the hospitality industry in Mauritius. He is an enthusiastic self-starter, very organized and an experienced sales professional, who enjoys the challenge of new possibilities. He joined Carrick because he believes the company offers long-term stability due to its business strategy and innovative thinking in the financial services sector.

Things he's interested in:

Tyler loves football - playing and supporting it - going to the gym, travel, and the occasional game of golf.

His favourite quote:

"Management innovation is going to be the most enduring source of competitive advantage. There will be lots of rewards for firms in the vanguard." - Gary Hamel

How you can get hold of him:

+27 (0) 76 056 1630

tyler.henderson@carrick-wealth.com

LinkedIn

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Luka Fernandes - Carrick Wealth

Luka Fernandes

Business Development Specialist

Luka studied at Pinetown Boys High School and, wanting to make a career in engineering, followed a mechanical and engineering sector background. After leaving school, he worked in sales in the engineering sector and found he enjoyed the competitive nature of being in a sales team. He subsequently attended a sales course at Blaser College and eventually studied leadership and management with Shaw Academy, an online education institute based in Dublin, Ireland. Luka is a fast learner and great troubleshooter with an ability to sort out issues and challenges quickly and efficiently.

Things he's interested in:

As a hobby, Luka is a knife maker. He enjoys studying and practicing basic computer programming and likes pretty much anything to do with computers in general.

His favourite quote:

“I see now that the circumstances of one's birth are irrelevant. It is what you do with the gift of life that determines who you are.” -Takeshi Shudo

How you can get hold of him:

+27 (0) 71 429 4901

luka.fernandes@carrick-wealth.com

LinkedIn

Carrick lives by the creed that none of us is as great as all of us.