Dudley is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
EMAIL: | |
CONTACT NUMBER: | +27834415003 / 0114540003 |
ADDRESS: | Postnet Suite 121 Private Bag X153 |
WEBSITE: | https://www.financialvision.co.za VISIT WEBSITE |
Certified Financial Planner and Owner
Started my own brokerage in 2003. After years with Sage Life and building up a substantial client base, I felt it was in my clients interest to offer them the best products available that all the life and investment houses had to offer.
This way I can give my clients a totally non biased view of all the products available and build a professional personal portfolio on an individual basis.
In 2004 I studied towards obtaining my CFP through the University of the Free State. I received my post graduate diploma in financial planning and obtained my CFP.
Over the years, I have received many accolades from various financial service providers and continue to grow a professional practice that benefits each and every one of my clients.
I am a current member of the Million Dollar Round Table. Top of the Table Member.
Experienced Certified Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, High Net Worth Individuals, Risk Management, and Investment Management. Strong business development professional with a Postgraduate Diploma in Financial Planning focused in Financial Industry from University of the Free State and Member of the Million Dollar Round Table, Top of the Table member.
You can cancel at any time.