Paul is a highly experienced and knowledgeable investment specialist. He joined Carrick Wealth in November 2015, having worked in various capacities for some of the major investment and product houses in South Africa.
Most of his schooling was spent at prestigious Grey College in Bloemfontein before his family moved to Cape Town.
He has spent 11 years thus far in the financial services industry, and holds a Higher Certificate in Wealth Management (NQF5 and RE5) and passed the Key Individual examination, which qualifies him to manage a financial services company. He is currently working towards CFP® certification.
His experience covers financial property investment, investment specialisation with Discovery, and life assurance and investments with Liberty, and ACS Financial Services. At both Liberty and Discovery, he was awarded various certificates as a Top 10 Consultant.
Paul specialises in investment solutions and financial planning including business assurance, estate and retirement planning, and risk.
Things he’s interested in:
By nature, Paul is a natural sportsman and holds Free State colours in cricket and soccer. Nowadays, he enjoys golf, mountain biking, reading and cooking. He has travelled extensively both for work and for pleasure, and enjoys cultural experiences, especially when it comes to food tasting.
We are always looking for driven people to join our growing team.