DC
Dries Coetzee
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Work Experience
Accountant
Sep 2022 - Present · 2 years and 4 months
Accountant
May 2017 - Feb 2022 · 4 years and 9 months
Company Details
Core Wealth is an independent financial services business providing services to individuals and corporates. The business has two operational legs, namely Core Wealth Advisory Services and Core Wealth Managers. Core Wealth Managers is a FSCA Category 2 registered asset manager and is responsible for the investment management of all Core Wealth clients. Core Wealth Managers also provides advice and service to local and international asset managers on product development, business development and process review. Core Wealth Managers has provided this service to Old Mutual Private Equity, a leading South Africa private manager and Sparinvest, a global value equity and bond manager based in Denmark. Core Wealth Advisory Services provides independent financial advise to individuals and corporates ensuring the protection, organisation and growth of their wealth.
Year Founded
2008
Social Media
Linkedin
Industry
Financial Services
HQ Location
Corner of Vrede and Gladstone Roads Office 4, First Floor Durbanville, Western Cape 7550, ZA
Keywords
Financial planningInvestment ManagementEstate PlanningGroup Employee BenefitsTax ServicesBookkeeping and Accounting ServicesLife and Short-Term InsuranceMedical Aids and Gap Cover
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Contact Details
  • Email AddressD**@co.za
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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