Warren Heroldt

Warren Heroldt is a seasoned financial advisor with extensive experience in the medical industry. Currently serving as a Financial Advisor at attooh! since July 2013, Warren specializes in providing comprehensive financial services to medical professionals, guiding them from basic financial education to advanced wealth management. Prior to this role, Warren operated as an Independent Financial Advisor at WHFinPlan from October 2004 to June 2013, where Warren focused on building relationships with medical doctors to enhance and protect their wealth. Earlier in Warren's career, as a Broker Consultant at Momentum Distribution Services from July 1999 to September 2001, significant achievements included establishing a top-performing team within three months. Warren holds a Diploma in Financial Planning from Milpark Business School, obtained between 2010 and 2015, and has a Matric qualification from Westridge High School, completed in 1988.