David Smith is a seasoned financial professional with extensive experience in financial advising, having held roles at various institutions since 1990. Currently serving as a Financial Planning Partner at Adviceworx since January 2020, David brings a comprehensive understanding of financial planning and client needs. Previous positions include Financial Advisor roles at Momentum, Multifin, Boland Bank, Old Mutual South Africa, and more. Educated at notable institutions such as Milpark Business School and the Insurance Institute of South Africa, David's qualifications include an Advanced Certificate in Financial Planning and multiple regulatory certifications in insurance and financial management.
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