Personal Trust (Pty) Ltd
Daniel van der Westhuizen is a dedicated financial professional currently serving as a Junior Trust Officer at Personal Trust International (Pty) Ltd since September 2016, while actively working towards obtaining the Certified Financial Planner (CFP®) designation. Prior experience includes serving as an Analyst at Netto Invest (Pty) Ltd from January 2016 to August 2016, where responsibilities encompassed annual client reviews, investment proposals, client queries, research, and financial reporting. Daniel also completed a brief period of vacation work at Personal Trust International (Pty) Ltd in July 2015, focusing on asset allocation and investment performance analysis. Educational achievements include a Post Graduate Diploma in Financial Planning from Nelson Mandela University and a Bachelor of Commerce in Accounting for Chartered Accountants from the same institution. Daniel's foundational education includes a National Senior Certificate from Wittedrift High School.
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Personal Trust (Pty) Ltd
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Personal Trust is a client-focused trust and investment management company providing advice and personalised financial solutions to clients planning for, or already in their retirement years, as well as to their families. We believe we excel at understanding our clients’ needs and aspirations building client knowledge and loyalty in the process. We offer a full suite of financial services, providing our clients with the convenience and comfort of having their business affairs conducted under one roof. Our services include: • Investment & Portfolio Management • Retirement Planning • Offshore Financial Services • Tax Services • Money Market • Wills • Estate Planning Personal Trust has been in successful operation since 1980 and manages approximately R18 billion worth of assets. We have offices in Cape Town, Somerset West, Noordhoek, George, Knysna, Port Elizabeth and the UK.