Bruce holds a B.Com. L.LB degree from the University of KZN (Pietermaritzburg). He is a Certified Financial Planner (CFP®) and holds an Advanced Postgraduate Diploma in Financial Planning from the University of the Free State. He has 27 years’ experience in the financial services industry having been a Wills Consultant with Old Mutual Trust, a Legal Advisor with Old Mutual, a Practice Development manager with acsis SA (PTY) Ltd, the Executive Head of private clients (Western Cape) Consolidated Financial Planning (Pty) Ltd and is currently a Senior Financial planner with Private Wealth Management (Pty) Ltd
Bruce has also been Chairman and Secretary of the Western Cape region of the Financial Planning Institute of Southern Africa. In 2016 he was awarded the prestigious Financial Planner of the Year award from the Financial Planning Institute of Southern Africa.
Event | Start Date | CPD Hours | Status |
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Surviving as a family run business | 29 September 2021 | 1 Hour |
Event Past
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Title | Hours |
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Surviving as a family run business | 1 |