Phillip November Cfp®

Phillip November MBA CFP® is a seasoned financial professional with extensive experience in wealth management and client services. Currently serving as a Senior Wealth Manager at Standard Bank Group since December 2012, Phillip manages relationships with ultra-high-net-worth clients, leading a specialized team of experts. Additionally, Phillip has contributed to academia as an External Moderator at the University of the Western Cape, overseeing examination processes for financial planning modules. Previous roles include Regional Business Development Manager at Momentum, where Phillip was integral in establishing the Western Cape branch of Momentum Retirement Administrators, as well as Trustee and Fund Executive at Metropolitan, guiding employee benefit solutions for a large corporate client base. Academic credentials include an MBA in Strategic Planning from Edinburgh Business School and various postgraduate qualifications in business administration and financial planning.