Investments
Life & RIsk
Employee Benefits
Health Care
Income ProtectionOur in house Investment Specialist, David Pfaff will gladly assist with any of your investment needs.
David grew up in the Wilderness on the Garden Route and matriculated in 1995 from York High School, where he served as a senior year prefect. He surfed for South Africa from 1992 to 1995 before turning professional. He competed in the world qualifying series surfing tour from 1996 through to 1998 and during this time visited numerous countries around the world.
David enrolled at University of Cape Town in 1999 to study towards a Bachelor of Commerce degree. He completed the degree at the end of 2001. During 2002 he completed an Honors degree in Financial Analysis and Portfolio Management. He also holds diplomas to act as a Compliance Office and Securities Trader in the Johannesburg Stock Exchange.
David contracted with JP Morgan Chase when settling in Cape Town and there after joined a boutique investment management company in 2007. David spent over a decade at the company learning about all aspects of the financial services industry. The investment company specialized in the management of direct equity portfolios, both locally and offshore, for high-net-worth individuals. During this time his role evolved from a trainee investment analyst to a full time analyst and voting member of the investment committee. He oversaw the company’s entry into Retirement Funding in 2009 and has extensive experience in setting up Pension and Provident Funds as well as the management of Living and Retirement Annuities. Preservation Funds also fall into his circle of expertise. David was responsible for the asset allocation within the multi-asset class portfolios and stock selection within equity mandates. Before relocating to the Garden Route with his family, David was head of Private Clients for the firm.
Besides his family and surfing, David’s passion lies in global and local equity and property markets.
David Pfaff
Investment Specialist
Bachelor of Commerce Degree
Honors Degree in Financial Analysis and Portfolio Management
Diplomas to act as a Compliance Office and Securities Trader in the Johannesburg Stock Exchange
RE1 FAIS Exam for Key Individuals
RE3 FAIS Exam for Category II Licence
RE5 FAIS Exam for Representatives
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