Dean Phillips Certified Financial Planner

Dean Phillips Certified Financial Planner Discovery Health
Discovery Life
Discovery Invest
Discovery Insure
Vitality Dean Phillips spent 16 years in the Corporate banking industry in Johannesburg.

Initially as Senior Trader at J P Morgan he then went on to UBS Bank as Head of Trading and then on to Macquarie First South as Head of Trading . After his move to Cape Town in 2011 he decided to join Discovery as a financial adviser in an effort to assist clients to achieve the ultimate goal of retiring comfortably. He currently holds a NQF7 qualification in Wealth Management and is busy completi

ng his Postgraduate Diploma in Financial Planning. This will all lay the foundation for his ultimate goal which is the CFP designation. Key to building the financial wealth of his client's personal and business portfolios is constant management and interaction with his clients.He believes that when his clients unlock all the value available to them they will reap the benefits of having an adviser that truly cares and wants to see his clients attain the goals they desire. Dean enjoys Stand Up Paddling as well as Kite-surfing, lazy days on the beach and spending time with his lovely wife enjoying the abundance and diversity that the Cape has to offer.

Address

Cape Town
7441

Opening Hours

Monday 10:00 - 16:00
Tuesday 10:00 - 16:00
Wednesday 10:00 - 16:00
Thursday 10:00 - 16:00
Friday 10:00 - 16:00

Telephone

+27828203178

Website

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