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Daniel De Waal
Servicing Associate at Carrick Wealth
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Work Experience
Servicing Associate
Mar 2017 - Present · 7 years and 10 months
Independent Financial Advisor
Aug 2016 - Feb 2017 · 6 months
lifeforce financial services
Para Planner
Jul 2014 - Apr 2015 · 9 months
Company Details
51-200 Employees
Carrick Wealth are leaders in offshore wealth and capital management. The Carrick Wealth seal carries with it the principles of trust, professionalism and partnership. We offer independent financial advice to a diverse range of highly successful individuals, and a comprehensive spectrum of the finest financial solutions through well-respected international financial institutions. Above all else, service to clients is our raison d’être. With boutique-style personal attention and one-on-one advice, in the Carrick realm the client is most certainly king.
Year Founded
2014
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services
HQ Location
Carrick House, The Forum, North Bank Lane, Century City Cape Town, Western Cape 7441, ZA
Keywords
Pensions FundsQNUPSQROPSSIPPSLump Sum InvestmentsROPSRetirement AnnuityInternational PropertyForeign ExchangeWealth Management
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